Maseco Asia Limited
Firm details
- Headquarters
- Hong Kong,
- CRD number
- 310966
- Registered since
- March 31, 2021
- Website
- masecoasia.com
- 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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities80%
- Public Funds/Mutual Funds16%
- Cash & Cash Equivalents3%
- US Government Bonds1%
Contacts
3 of 4
Joshua Matthews
Co-Founder & Managing PartnerCRD 3054193

James Sellon
Co-Founder, Managing Partner, Senior Wealth ManagerCRD 5502102

Mark Scher
DirectorCRD 4480443
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Hong Kong, null
Location
Hong Kong, null
Headquartered in Hong Kong, null.
- Address
- Unit 2111 21f New World Tower
- Office locations
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