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Maseco Asia Limited

Maseco Asia Limited. CRD 310966

Maseco Asia Limited logo

CRD: 310966

Maseco Asia Limited

Hong Kong, 00000
852 5808 2064
masecoasia.com
$106.1M Total AUM
$106.1M Disc. AUM
19.3% 3Y CAGR
5 Employees
72 ADV. Clients
10 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · Interactive Brokers · RBC
Clients
Retail
Platforms
PrimeSignal catalyst
Established Date
02-01-2016
Office Locations
1

Office Locations

Unit 2111, 21/F, NEW World Tower 16-18 Queen's Road Central Hong Kong --

About Maseco Asia Limited

MASECO Asia is a Hong Kong-based private wealth management and financial planning firm serving US-connected and international families. The team specializes in cross-border planning for clients across the US, Hong Kong and globally, pairing personalized advice with an academically driven, financial-science investment approach focused on long-term return factors. Its proprietary Best of All Worlds program structures planning around a three-part life and wealth strategy.

Team overview

-- AVG AGE
$26.5M AVG AUM / ADVISOR
$1.5M AVG AUM / CLIENT
6.3 yrs AVG TENURE
5 Employees
4 Advisory Reps
2 RIA Reps
10yrs Firm Age

Insights

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Asset Classes

Pathway Glacier bridge Delta vertex Timber harbor Matrix quantum

Client Personas

Insight

Custodian

Fusion Ember vertex Eagle Peak Pioneer

Investment Themes

Zenith prime Catalyst eagle Insight capital Pioneer Ember Beacon legacy

Investment Vehicles

Crest catalyst Atlas vital Pathway

Services

Momentum Wave beacon Pathway Matrix Prime Timber Quantum Harbor Bridge Quantum Frontier Delta vital

Technology

Radial Zenith

Owner & Executives

JOSHUA ELI MATTHEWS

JOSHUA ELI MATTHEWS

Managing Partner, Partner

CRD
#3054193
Ownership
25% but less than 50%
(337) 423-2248
harbor.fusion@vertexcapital.com
in linkedin.com/in/focus-vital
A

ASHLEY JO SCHER

DIRECTOR

CRD
#5283516
Ownership
25% but less than 50%
(638) 433-5660
vector.legacy@frontiercapital.com
in linkedin.com/in/optima-fusion
V

Vertex legacy

Alpha prime

CRD
#65359
Ownership
6.8%
(894) 448-3279
insight.pathway@vertexcapital.com
in linkedin.com/in/legacy-north

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
06-09-2022
03-17-2023
12-16-2024
03-24-2025
03-10-2026
Category Assets AVG. Account size
Discretionary $106,095,146 $438,410
Non-Discretionary $0 --
Total $106,095,146 $438,410

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Separately Managed Accounts

Total SMA Asset: $106,095,146

$106.1M Total SMA
Equity - Exchange:
13.0%
Public Funds:
21.0%
Cash:
30.5%
U.S. Government/Agency:
35.5%
Asset class Assets Assets %
Equity - Exchange $553,142,997 13.0%
Public Funds $893,538,688 21.0%
Cash $1,297,758,570 30.5%
U.S. Government/Agency $1,510,505,877 35.5%
Total $4,254,946,132 100.0%

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