Maseco Private Wealth A.G. (Pfaffikon Schwyz)

Name: Maseco Private Wealth A.G.
Address: 47 Churerstrasse, Pfaffikon Schwyz, 8808
Telephone: 41 22 533 05 73

Maseco Private Wealth A.G. is a large advisory firm based in Pfaffikon Schwyz. It manages $388.79 million of regulatory assets for 99 client accounts. It has been registered with the SEC as an adviser since 2013 and has operated in the jurisdictions of California, Florida, Illinois, and 4 other states.

Maseco Private Wealth A.G provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Maseco Private Wealth A.G: assets under management

The assets under management (AUM) of Maseco Private Wealth A.G. is $388.79 million. The firm's AUM has grown by 14% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $238.13 million in discretionary accounts and $150.66 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $3.78 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $4.19 million.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Maseco Private Wealth A.G. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Maseco Private Wealth A.G.

Maseco Private Wealth A.G. is owned by Joshua E Matthews. Brent Douglas Jaciow has served as the Chief Investment Officer since 1 Dec 2011 and Yann Rousset is the Chief Executive Officer of Maseco Private Wealth A.G. family office. Rhone Matterhorn Capital Ltd joined the executive team most recently as the Shareholder.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Joshua E Matthews	Owner	1 Aug 2009	50% - 75%	3054193
James Sellon	Owner	1 Aug 2009	25% - 50%	5502102
Yann Rousset	Chief executive officer	1 Aug 2009	Other	5128378
Michael Gordon Hunt	Chief compliance officer / chief operating officer	1 Dec 2011	Other	2730312
Brent Douglas Jaciow	Chief investment officer	1 Dec 2011	Other	5246439
Rhone Matterhorn Capital Ltd	Shareholder	1 Oct 2013	75% - 100%	foreign

Indirect Owners

The SEC currently registers 4 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Delvino Family Trust	Shareholder	1 Jun 2012	50% - 75%	foreign
Bramfield Family Trust	Shareholder	1 Jun 2012	25% - 50%	foreign
Delvino Trust	Shareholder	1 Jun 2012	50% - 75%	foreign
Bramfield Trust	Shareholder	1 Jun 2012	25% - 50%	foreign

Based in Pfaffikon Schwyz

The principal office where Maseco Private Wealth A.G. performs its advisory services is located at 47 Churerstrasse, Pfaffikon Schwyz, 8808, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 41 22 533 05 73 or by fax 41 22 533 09 38. The normal business hours are 9:00am - 5:00pm on Monday - Friday. You can find more information about the New York firm at www.masecoprivatewealth.ch.