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Mason Baxter Wealth Management plans expansion


Mason Baxter, a China, Shanghai-headquartered broker-dealer and investment manager, is planning to expand its wealth management service offerings in the Asia Pacific region in both the institutional and individual client spaces.

The expanded operations will provide a comprehensive range of services including strategic investment, a family office and bespoke retirement planning to the fast-growing, high net worth individual demographic in the region. It will also target institutional investors including pension providers and insurers with a dedicated fixed income division focusing on sovereign and corporate debt assets as well as pre-IPO share issuance in technology companies.
“The Asia Pacific region is creating millionaires at an impressive rate and all indications are that wealth management service providers have failed to keep pace with demand and a marked increase in financial sophistication,” says a Mason Baxter portfolio manager.
“While in the past, there may have been justification for considering potential clients in this region to be less sophisticated than those in, say, Europe, Japan and the United States, our research shows a burgeoning demographic eager to put money to work in new assets and products,” says the portfolio manager.
Much of the investment market in the region is catered to by banking groups offering insurance and other basic products targeting long-term saving; but with interest in stocks surging among the middle classes, Mason Baxter says clients need more specific and in-depth expertise to ensure that risk and reward are more effectively balanced.
“Our aim as far as individual clients are concerned is to provide an advisory service they can grow to trust; one they know they can count on to have their best interests at heart,” added the portfolio manager.

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