Frequently Asked Questions

Who will I work with at MASECO?

When you join MASECO, you will be working with a specific team of experienced and qualified professionals who provide the best possible service to you. We believe that our team members are our most asset; we are committed to providing them with the resources and support they need to deliver a phenomenal client experience.

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Where are our clients located?

Our clients are based all over the world. Our brand has a strong presence in Asia, the US, Europe and the UK (due in part to our sister company, MASECO Private Wealth, which is headquartered in London). We are continuing to expand our reach. Our clients come from a variety of backgrounds and have different investment and planning needs, but they all share one thing in common – they want to preserve and grow their wealth.

 

MASECO provides tailor-made investment solutions to help our clients achieve their financial goals wherever they reside. We work with each client individually to understand their unique circumstances and create a bespoke investment plan that meets their specific needs. Our team of experienced professionals provides the highest level of service and expertise.

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What are your fees?

Our fees are tiered based on the amount of assets under management, so the more you invest with us, the lower your percentage fee rate.

 

Our fees are transparent – you will always know exactly what you are paying and why.

 

If you have any questions about our fees, please do not hesitate to get in touch. We would be more than happy to discuss this with you.

 

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What is the difference between Financial Planning and Wealth Management?

To us there is no difference! We believe Wealth Management = Investment Management + Financial Planning + Relationship Management.

 

At MASECO Financial Planning is a core part of the Discretionary Asset Management Service. We are thought leaders in US/expat wealth planning. Our clients benefit from our wealth managers having over 20 years of practical experience in creating wealth structures and strategies for US and global families


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What is our investment approach?

We believe that investment decisions should be guided by the wealth of academic and empirical evidence available to us. It is this disciplined focus that provides the central investment principle of MASECO.

We focus on investment exposures, discipline and cost, rather than the capability of star managers or the short-term performance of investment strategies.

This philosophy helps to provide clear guidelines and informs our building block approach to portfolio construction.

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Does the Discretionary Asset Management service have an investment minimum?

If you are interested in our Discretionary Asset Management service, there is an investment minimum of $500k, though in some cases we may consider taking on clients who don’t meet the minimum. We work with clients with a wide range of investment goals and budgets; contact us today to learn more about how we can help you achieve your financial goals.

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What will happen to my existing portfolio if I transition to MASECO?

If you transition to MASECO, your existing portfolio will be managed in accordance with our investment philosophy and process. This means that your investments will be monitored and managed on an ongoing basis in line with your agreed risk appetite, objectives, and tax status. Where necessary, we may make changes to your portfolio to align it with our investment views, or as your circumstances change. However, we will always communicate any proposed changes with you, so you stay informed.

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What happens if I return to the US?

MASECO is regulated by the Securities Exchange commission (SEC) as well as the Securities and Futures Commission (SFC). This means we can advise you whether you choose to reside in the US or in Hong Kong. Additionally, our investments are tax efficient in the US and HK, offering you the flexibility to reside where you prefer without any tax concerns regarding your investments.

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Does MASECO give tax advice?

MASECO is a wealth management firm and does not provide tax advice to its clients. However, we work with several specialist tax advisers who can assist our clients with their tax affairs. If you require tax advice, please contact us and we will be happy to put you in touch with one of our recommended providers.

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