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Josh Matthews
Co-founder and Managing Partner
Specialism: Financial Advisory & UHNW Services Family Wealth Advisory, Alternative Investments
Company: MASECO Private Wealth
Location: London, England
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2020 Magic Circle Awards
Private Banker of the Year - GOLD
Josh Matthews currently has no Citywealth award
Average client size: Under £5 million
Fixed fee offering: Yes
Number of offices globally: 1-5
Private client review:
Without exception, Josh and all his advisors are top notch in their investment advice and personal service!
I've been a client since the day Josh opened Maseco and found their advice sound through upturns and downturns, bull and bear markets. Moreover, they take the time to understand my personal as well as my financial goals when advising me. As a result, I feel like a participant in the structuring of my portfolio and more confident in the resulting investment strategy. This consultative approach combined with their excellent research is one of the reasons I've been with Maseco for so long and why I would (and have) unequivocally recommend(ed) Josh to anyone seeking a portfolio manager.
Private client review:
Excellent service from MASECO.
Peer review:
Excellent. Highly recommend.
Private client review:
Josh is the one of the best and brightest stars
In the wealth management business. I have been lucky enough to have Josh and his exceptional colleagues as my financial advisors since the day Maseco was founded. Josh is extremely knowledgeable, dynamic, patient and generous of spirit, and it is always a great pleasure to work with him. In my view, Josh deserves the highest praise and recognition for his many achievements as I can’t even imagine a more worthy candidate to win an award.
Private client review:
Good advice and great customer service.
Peer review:
Great person to work with and very knowledgeable!
Private client review:
I was a very early Client with MASECO and was encouraged to invest in them.
I moved my privet wealth early and never looked back.
Later I moved my Pension to A SIPP which was a painful process. In fact to solve it Josh had to second his own staff to the previous incumbents as they were unable to conclude anything.
You could not ask for a better service.
The new portfolio out performs the old ones and the fees are considerably lighter
Private client review:
Josh has advised me for over 10 years and his honesty, intellect and interpersonal skills have kept me a client. He has this uncanny ability to bring both the art and the science to his relationships which is often a rare trait in his role.
Private client review:
Having been a client for 20+ years Josh and the team have been great partners.
Peer review:
A patient determined visionary.
Private client review:
Josh stands out as a wealth manager due to the consistency of his advice and the rigorous evidence-based approach he has developed over the years. I have been his client for over 15 years and have more recently moved more of my assets onto his platform.
Private client review:
Josh Matthews advice is always right on. Intelligent smart and is concerned about his clients. They come first. Advice is sound , performance is A1.
Excellent wealth-plan manager. I highly recommend him.
Private client review:
Josh provides a highly personalised, thoughtful service that projects a genuine concern for his clients’ welfare. He also specialises in serving dual-taxation impacted clients with bespoke portfolios to optimise after-tax net returns.
Private client review:
I’ve been Josh’s client since he launched Maseco and often think it’s one of the best financial decisions I’ve ever made for myself and my family. He’s a straightforward, genuine, steady person and I’ve been extremely satisfied by the results we’ve achieved.
Private client review:
Josh and team deliver their commitments and communicate brilliantly.
Private client review:
Josh has continued to show dedication, professionalism and astute market insight especially during these difficult times.
Private client review:
I have been a client since 2006 and throughout all the ups and downs times Josh and his team have offered sound advice on my finances acting both with professional expertise individually tailored to my needs and personality.
Private client review:
Always excellent advice. Proactive, straightforward and honest.
Peer review:
Five star across the board!
Private client review:
Excellent money manager. Objective very informed. Hard working. His clients come first. I highly recommend him. Terrific track record.
Private client review:
Josh is incredibly conscientious, bright, thoughtful and responsive. His advice seems sound and always carefully considered. He keeps in regular contact and responds to cares and concerns immediately.
Private client review:
Josh is very professional and provides excellent customer service. We have been very happy working with him for a few years now.
Private client review:
Excellent advice and support.
Private client review:
I have been with Josh for nearly 20 years. He is amazing in so many ways. Super organized, fabulous communicator, kind and sensitive and a great financial advisor. He has worked with me on two different very difficult situations and totally understood what I was thinking. He brought me through it with great sensitivity. I simply love the guy.
Private client review:
Josh is a class-act. He is both creative and analytical. He has a capacity to absorb complex concepts and explain them in layman’s terms. I always appreciate his advice.
Private client review:
First rate service, first rate advice, first rate execution. Plus a nice guy!
Private client review:
I can’t recommend Josh and his team highly enough. I’ve been with them since they launched Maseco and I’m extremely satisfied with their work and grateful for their service.
Private client review:
Josh Matthews and his team at Maseco are always welcoming and accommodating. For someone like myself, who has limited knowledge of the markets and investment issues - particularly for an ex-pat - they provide comprehensive information and research. Their presentations are as in depth and detailed as required and they patiently go through any questions I may have. Additionally Josh has been able to recommend professionals in other and often related fields, such as tax experts, for me.
Peer review:
Josh is a hardworking, intelligent and thoughtful individual. I would not hesitate to vouch for his character in life and in business.
Private client review:
Always available for advice.
Private client review:
Josh has vast experience in wealth management with strong interpersonal skills. He is very professional and we truly appreciate his hard work and dedication.
Private client review:
Always well informed and ahead of the game.
Private client review:
Highly intelligent, articulate and hard-working, with a natural feel for the markets and his clients. He is certainly one of the best around and someone in whose experience, nous and talents I trust...
Private client review:
Josh is always articulate and attentive to the needs of my husband and I. He has dealt with our investments sensibly and has taken the time to insure we are engaged in proper planning for the future and understand his investment decisions.
Private client review:
It is a great pleasure to write on behalf of Josh Matthews in support of his performance as a Wealth Manager. I have had the opportunity to work very closely with him – speaking, listening and observing through each interaction. Josh is unfailingly gracious, courteous and co-operative. More to the point, Josh & his team at Maseco have proven to be hard working, with a sophisticated grasp of key tenants of prudent investment theories. In such turbulent times, it is of great comfort to have Josh at the helm of our investments.
Peer review:
Not only Is Josh excellent in his profession, he also manages to make a huge impact in the community with his dedication and involvement in programs supporting sporting development for local London community. A true leader worthy of this award.
Private client review:
Josh is a creative caring intellectually superior individual who is a pleasure to work with. He is undoubtedly deserving of all accolades.
Peer review:
Very client focused, excellent advice and goes the extra mile to find the right investments and bespoke solutions.
Private client review:
I can always trust Maseco to give honest, insightful and timely advice about my investments. Also, the customer service is top notch.
Peer review:
There is no harder worker, more thorough researcher, more committed to the field, more empathic and caring about his clients financial situation and overall well-being. The nature of the field is demanding and competitive which is why you need Josh to guide you through- Josh Matthews truly is the best!
Peer review:
As a tax professional with 20 years of experience I have worked with a lot of Wealth Managers in my career and my first choice is always Josh and Maseco. I constantly get positive feedback from any clients that I have referred over to Josh and his team. Their knowledge, experience and care for their clients always shows in everything they do.
Peer review:
I have worked with Josh for over 10 years and he has always been very professional and importantly has understood the issues of our clients and has always taken the extra step to be able to do so, always trying to provide what the clients is looking for and to improve that offering. He has always been an easy person to work with and somebody I have enjoyed working with.
Peer review:
Josh is motivated by finding client led solutions and building a close personal relationship with his client, invariably becoming a trusted advisor and first point of contact. I have several clients who have worked with him for years and value him highly.
Peer review:
Josh has a formidable amount of positive energy. He is passionate about helping you and finding the solution. The result is Maseco and his growing base of loyal clients. I have known Josh for over twelve years, always the same energy, always personable.
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Your personal data is used for internal purposes only and is never sold or shared. For any enquiries, please email assistant editor April French at afrenchfurnell@citywealthmag.com