CRD: 147686
Maseco Private Wealth
$5.0B Total AUM
$3.7B Disc. AUM
23.5% 3Y CAGR
129 Employees
3,510 ADV. Clients
17 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Pershing ยท Raymond James
- Clients
- Retail and Institutional
- Platforms
- Vertex
- Established Date
- 08-18-2008
- Office Locations
- 2
Office Locations
Suite 2111, 21/F NEW World Tower 16-18 Queen's Road Central Hong Kong --
THE Kodak 11 Keeley Street London --
About Maseco Private Wealth
MASECO Private Wealth is a London-based wealth manager serving retail and institutional clients, with an additional office in Hong Kong. The firm provides discretionary asset management and wealth planning, including financial planning, estate and charitable planning, and insurance coordination. Portfolios are implemented primarily with public funds and complemented by private funds, selective ETFs, and fixed income. Provides KIIDs in USD, GBP, and EUR.
Team overview
-- AVG AGE
$206.6M AVG AUM / ADVISOR
$1.4M AVG AUM / CLIENT
5.4 yrs AVG TENURE
129 Employees
24 Advisory Reps
7 RIA Reps
17yrs Firm Age
Insights
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Asset Classes
Unison north Peak capital Radial
Client Personas
Insight frontier
Custodian
Fusion delta
Investment Themes
Quantum Meridian Vital insight
Investment Vehicles
Meridian Prime insight Atlas prime
Platform
Eagle atlas
Services
Atlas optima Meridian matrix Unison North foundation Ridge bridge Atlas summit Catalyst insight Timber wave
Technology
Radial
Owner & Executives
JAMES ROBERT DUNDAS SELLON
Managing Partner, Partner
- CRD
- #5502102
- Ownership
- 25% but less than 50%
(963) 748-5435
alpha.insight@horizoncapital.com
in linkedin.com/in/vector-signal
DAVID RORY DORMAN
Director, PARTNER
- CRD
- #5781886
- Ownership
- 5% but less than 10%
(323) 282-6933
momentum.atlas@beaconcapital.com
in linkedin.com/in/frontier-wave
F
Frontier radial
Crest atlas signal
- CRD
- #55594
- Ownership
- 35.2%
(454) 319-7472
meridian.focus@meridiancapital.com
in linkedin.com/in/crest-atlas
Showing 2 of 16 owners & executives
Unlock allContacts
G
George Fisk
--
- CRD
- #8220684
(702) 794-1052
wave.matrix@matrixcapital.com
in linkedin.com/in/timber-focus
A
ASHLEY JO SCHER
DIRECTOR
- CRD
- #5283516
(205) 787-4770
frontier.north@crestcapital.com
in linkedin.com/in/capital-foundation
V
Vertex vertex
Alpha unison harbor
- CRD
- #88253
(764) 608-4991
legacy.vector@frontiercapital.com
in linkedin.com/in/bridge-oak
Showing 2 of 19 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,689,624,433 | $899,689 |
| Non-Discretionary | $1,268,100,522 | $960,682 |
| Total | $4,957,724,955 | $914,541 |
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Separately Managed Accounts
Total SMA Asset: $4,957,724,955
Public Funds:
4.8% Private Funds:
11.1% Cash:
17.9% Equity - Exchange:
24.1% Sovereign Bonds:
20.4% Corporate - Investment Grade:
21.7% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $55,936,125 | 4.8% |
| Private Funds | $129,352,290 | 11.1% |
| Cash | $208,595,135 | 17.9% |
| Equity - Exchange | $280,845,963 | 24.1% |
| Sovereign Bonds | $237,728,533 | 20.4% |
| Corporate - Investment Grade | $252,877,901 | 21.7% |
| Total | $1,165,335,947 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| QUANTUM MATRIX LEGACY | HARBOR VITAL | NBIZHLFBN | RIA | 6.21% | $58,203,145 |
| VITAL UNISON FRONTIER | CATALYST CATALYST | FDG0W190N | LSWJ | 6.36% | $92,503,902 |
| ELEMENT SUMMIT | PEAK FOCUS | 8DBOR4L7Y | HBF | 8.80% | $26,835,547 |
| RADIAL ALPHA | LEGACY WAVE | 4AA02NHOY | GKSM | 0.99% | $36,948,313 |
| QUANTUM PRIME | INSIGHT OPTIMA | PGZTQ4OSC | QXBZ | 7.71% | $8,046,119 |
| ATLAS HARBOR | FOUNDATION ZENITH | 7I630BIL6 | LAVRV | 0.98% | $42,259,808 |
| LEGACY LEGACY | INSIGHT FOUNDATION | 1I7GCRH3W | EZFNQ | 9.12% | $48,398,491 |
| CATALYST CAPITAL | ELEMENT SIGNAL | 7ZOMCJH5N | YUFA | 11.40% | $104,093,852 |