A world of service excellence awaits

Very few understand the unique needs of multi-jurisdictional US families like we do. It’s why we regularly support financial advisers to better serve their US clients. We invite you to join us.

We’re bridging the knowledge gap between the US and Asia

At MASECO, we understand that clients’ expectations for a more in-depth wealth management service can place greater demands on a financial adviser’s time. For your US clients, this can be particularly challenging due to the additional regulatory and tax issues they face.

Working alongside MASECO, you can retain your client relationship and remain the trusted adviser to the client, while gaining access MASECO’s award-winning investment strategies and solutions.

Let’s talk

The pinnacle of investment theory

We consistently employ a scientific and academically driven approach, continuously designing, analysing, refining, and iterating with the aim of providing your clients with the best multi-jurisdictional wealth strategies.

Our evidence-based approach guides us at every point in the investment process. It enables us to actively build strategies that emphasise factors of the market that research shows have higher expected returns.

Our investment philosophy

We develop partnerships, for the long-haul

For the last decade, forward-thinking advisers like you have turned to MASECO to bring the needs of their US clients into focus and realise mutually beneficial opportunities. To us, and to the firms who partner with us, this is a decision that’s based on a joint commitment to service excellence.

We look forward to welcoming you on board.

Our adviser aligned approach benefits everyone:

  • We aim to help clients’ advisors so that those who can no longer advise their US-connected clients can ask MASECO to fulfill this role while allowing them to retain the relationship and remain a trusted advisor to the client. In doing so, they are outsourcing business risk of managing accounts for American clients and gaining invaluable access to MASECO’s investment strategies and solutions.

  • US tax-efficient investments that may significantly reduce the combined taxes due on their investments.

    Low-cost US and offshore custodial relationships in multiple jurisdictions.

    Evidence-based investment philosophy rooted in academia and endorsed by multiple Nobel Laureates.

    Discretionary portfolio management with bespoke options available, subject to valuation thresholds

    Benefits at-a-glance:

    • Registered with the US SEC and SFC in Hong Kong so the client gets holistic advice from a local advisor
    • Pre-immigration financial planning
    • A solution for taxable accounts, US retirement plans, trusts, education and custodial accounts
    • US and bespoke tax year reports available
    • Access to our network of connected professionals who can assist with other US-related planning needs, such as tax, legal and trust services

  • Managing the tax/wealth equation is vital when working with US clients who often have two tax regimes to consider when making an investment decision.

    All of our US clients, including trusts, will receive in-depth US tax and activity reports to aid with their tax filing obligations.

    Most of our clients do not have to file the Report of Foreign Bank Accounts (FBAR) on their portfolios under our management as their assets are custodied in the US.

    We aim to simplify and thereby reduce the cost of clients’ US tax compliance.

    Although we are not tax advisers, we are very tax aware. We conduct tax analyses on our clients’ existing portfolios to assess whether restructuring a portfolio makes economic sense. We consider the US and local (where applicable) tax liabilities and foreign exchange movements, the tax status of the funds, as well as holding periods for US tax purposes.

    We can also assist advisers and their clients with pre-immigration financial planning ahead of moves to the US, Asia, or elsewhere.

Let's talk

Consent

Other ways to contact us

If you have questions, a specific enquiry, or would like to request more information, please contact our client services team via the web form.

[email protected]

+852 5808 2064
+1 (646) 542-1748

MASECO Asia Limited,
Suite 2111,
21/F New World Tower,
16-18 Queen's Road Central,
Central,
Hong Kong