Josh Matthews

Spear’s Review

Josh Matthews, a former Citi director and winner at the Spear’s Awards, co-founded MASECO in 2008. The wealth management firm offers advice and services to affluent US families living in the UK – and beyond – who have cross-border financial needs.

MASECO also provides investment management and financial planning services to Americans resident in the US who seek a more global perspective. ‘Working with Americans is complex, because they’re taxed globally by the US irrespective of residency,’ Matthews said. ‘We’re very well set up to invest wealth in a rational and tax-efficient manner, tailored for Americans in the UK.’

Dubbed a ‘creative thinker’ by peers, Matthews spearheaded the drive to make MASECO the UK’s first B Corp in financial services, which he achieved in 2013. This deep focus on his employees and their welfare ‘has become a very strong part of who we are, our identity’, he said.

Adviser Profile

Josh is an award-winning wealth manager (honoured by Citywealth in 2020 and Spear’s in 2019) and Co-Founder of MASECO Private Wealth, which was established in 2008. Before MASECO, Josh led the US Expat team at Citibank in London and began his career with Salomon Smith Barney in NY. He is an expert in helping High Net Worth American & International families achieve financial peace of mind by providing guidance and advice on their financial structuring and investments.

Josh is regulated in the UK and the USA. Josh is also the fund architect for the award-winning MASECO Alternative Income Fund, which invests in private markets that are non-correlated to traditional capital markets. Josh loves spending time with his family, and is also a philanthropist and athlete. He is a keen ice-hockey player and skier.