Maseco Asia Limited

RIASEC RegisteredEst. 2021
Total AUM
$106M
Discretionary
$106M
100% of AUM
Avg account
$438K
Accounts
242
Employees
5
Advisory reps
4

Firm details

Headquarters
Hong Kong,
CRD number
310966
Registered since
March 31, 2021
Custodians
CHARLES SCHWAB & CO., INC., RBC CAPITAL MARKETS, LLC, TWO PACIFIC PLACE, SUITE 1512, 88 QUEENSWAY
Fee structure
Percentage of AUM
Client types
  • HNWI91.86%
  • Individuals8.14%
Services
Financial PlanningPortfolio Management for IndividualsPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Maseco Asia Limited is an independent registered investment adviser (registered in 2021) that manages discretionary portfolios for individual and family clients on a percentage-of-AUM fee model. The firm emphasizes equity exposure, using exchange-traded equities as its primary allocation tool, and supplements portfolios with mutual funds and corporate debt. Its client-facing activities include financial planning, portfolio management for individuals and small businesses, publication of periodic market commentary or newsletters, and running educational seminars and workshops. The firm is not an active ESG investor, does not act as a capital allocator, and does not identify as a pension consultant or multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 80%, Public Funds/Mutual Funds 16%, Cash & Cash Equivalents 3%, US Government Bonds 1%80%
  • Exchange Traded Equities80%
  • Public Funds/Mutual Funds16%
  • Cash & Cash Equivalents3%
  • US Government Bonds1%

Contacts

3 of 4
  • Joshua Matthews

    Joshua Matthews

    Co-Founder & Managing PartnerCRD 3054193

  • James Sellon

    James Sellon

    Co-Founder, Managing Partner, Senior Wealth ManagerCRD 5502102

  • Mark Scher

    Mark Scher

    DirectorCRD 4480443

Unlock 1 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Hong Kong, null

Location

Hong Kong, null

Headquartered in Hong Kong, null.

Address
Unit 2111 21f New World Tower
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth