OBBBA and the Global Wealth Shift: What Private Client Advisors Must Know Now
What Is OBBBA and Why It Matters for Global Wealth.
Read moreJosh Matthews
Co-founder and Managing Partner, MASECO Private Wealth
Location: London,
England,
Expertise: Family Wealth Advisory, Alternative Investments, Private Banking,
Latest Article
OBBBA and the Global Wealth Shift: What Private Client Advisors Must Know Now
What Is OBBBA and Why It Matters for Global Wealth.
Read moreLatest Review
Peer review:
Our firm and myself have known and worked with Josh for many years on shared clients as we help them navigate both US and UK considerations. Josh is a collaborator, working as part of an advisor team, where we are all pulling in the same direction for our clients. A pleasure to work with and his clear and honest communication style is refreshing. His entrepreneurial spirit and energy has been instrumental in the success and continued growth of MASECO.
18 Jun 2025
Profile
Contact
Reviews
Peer review:
Our firm and myself have known and worked with Josh for many years on shared clients as we help them navigate both US and UK considerations. Josh is a collaborator, working as part of an advisor team, where we are all pulling in the same direction for our clients. A pleasure to work with and his clear and honest communication style is refreshing. His entrepreneurial spirit and energy has been instrumental in the success and continued growth of MASECO.
18 Jun 2025
Private Client review:
Josh is a superlative financial advisor and a consummate professional with great interpersonal skills. The knowledge and expertise that he and his MASECO team provide us with make financial planning and investing easy to understand and seamless. I have recommended him to many friends who all agree and I continue to recommend him highly.
17 Jun 2025
Private Client review:
Our family has worked with Josh for over 25 years, and we cannot recommend him highly enough. His depth of knowledge, professionalism, and unwavering integrity have made him a trusted advisor across generations. Whether navigating complex cross-border financial matters or offering thoughtful, long-term planning advice, Josh brings a level of clarity and care that sets him apart.
He has consistently demonstrated a deep understanding of both UK and US wealth management considerations and has always prioritized what is best for our family. Josh is not only an expert in his field, but also someone we know we can count on for honest, transparent guidance.
A true professional in every sense.
16 Jun 2025
Private Client review:
Josh is highly attuned to client investment objectives and he and his team ensure that clients understand the rationale behind the portfolio structure required to achieve them. Josh is a highly effective communicator and his team are very responsive to client needs. This level of insight and support has been particularly effective recently given the turbulence in markets. I could not hope for a better long term partner.
Valerie Bennett - Private Client
01 May 2023
Private Client review:
Josh and his team are excellent in performance, service and communication. Highly recommended.
Bruce Rigal - Personal
21 Jun 2022
Private Client review:
Josh is thoughtful, professional, transparent and listens ' note the last comment. He have an excellent command of investment products and services. Top marks!
Edward Sherman - Private
15 Jun 2022
Institutional Client review:
Josh is a great leader and communicator who attracts talented people. The Maseco team outperforms competitors on multiple fronts and provides a very personalized level of customer care. As a client, for over 20 years we have gone through several cycles together and I could not ask for a better partner.
John Kosobucki - OX.DH
09 Jun 2022
Private Client review:
Josh has been fantastic throughout the process, consistently available and engaged in each step of the journey. Importantly, his level of commitment has continued at the highest level well after being 'formally signed' up with MASECO. His advice has always been thoughtful, considered and backed by analysis and evidential support. Looking forward to a long-term relationship.
Paul Tomasic - N/A
16 Feb 2022
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.
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.
Richard Deutsch - Retired
13 May 2020
Private Client review:
Excellent service from MASECO.
Roger Pavitt - Sole Trader
13 May 2020
Peer review:
Excellent. Highly recommend.
Robert Corkum - Nova Property
07 May 2020
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.
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.
Bobbie - Nation
30 Apr 2020
Private Client review:
Good advice and great customer service.
Vijay Rajguru - Alcentral Limited
29 Apr 2020
Peer review:
Great person to work with and very knowledgeable!
Scott wickham - Tap
24 Apr 2020
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
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
Gerry Docherty - Retired from Wunderman
21 Apr 2020
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.
Nancy Schulman - Sullivan
21 Apr 2020
Private Client review:
Having been a client for 20+ years Josh and the team have been great partners.
John Kosobucki - Private
16 Apr 2020
Peer review:
A patient determined visionary.
Iain Christopher McKenny - Profile Investment
16 Apr 2020
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.
Roland bartsch - Shut up zone
15 Apr 2020
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.
Excellent wealth-plan manager. I highly recommend him.
TED MATTHEWS - T.MATTHEWS MANAGEMENT INC
15 Apr 2020
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.
Matthew Downer - FCA
14 Apr 2020
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.
Portia Kamons - Virtua Creative
14 Apr 2020
Private Client review:
Josh and team deliver their commitments and communicate brilliantly.
Ian Barrigan - Self employed
14 Apr 2020
Private Client review:
Josh has continued to show dedication, professionalism and astute market insight especially during these difficult times.
Douglas Reith - personal
14 Apr 2020
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.
Richard Deutsch - Retired
14 Apr 2020
Private Client review:
Always excellent advice. Proactive, straightforward and honest.
Janet Goldsmith - N/a
14 Apr 2020
Peer review:
Five star across the board!
Paul Kelley - BNParibas
14 Apr 2020
Private Client review:
Excellent money manager. Objective very informed. Hard working. His clients come first. I highly recommend him. Terrific track record.
Ted Matthews - The Rug District
14 Apr 2020
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.
Donna Hirsh - Private client
14 Apr 2020
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.
Katerina Tanti - Racecheck
13 Apr 2020
Private Client review:
Excellent advice and support.
Gad Heuman - University of Warwick
13 Apr 2020
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.
patricia ziegler - Self employed consultant
13 Apr 2020
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.
Raquel Martinez-Fonts - Retired
13 Apr 2020
Private Client review:
First rate service, first rate advice, first rate execution. Plus a nice guy!
Edward Sherman - Retired
13 Apr 2020
Private Client review:
I can't recommend Josh and his team highly enough. I've been with them since they launched Maseco and I'mextremely satisfied with their work and grateful for their service.
Portia Kamons - Virtua Creative
13 Apr 2020
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.
Dana Lazarus-Cass - Ceramic Artist-independent
13 Apr 2020
Peer review:
Josh is a hardworking, intelligent and thoughtful individual. I would not hesitate to vouch for his character in life and in business.
Paul Danis - CFA Institute
13 Apr 2020
Private Client review:
Always available for advice.
Leonard Newman - Lanka
13 Apr 2020
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.
Eitan Boyd - Rank Group plc
13 Apr 2020
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...
William Armitage - Armac Securities
13 Apr 2020
Private Client review:
Always well informed and ahead of the game.
Michael Matthews - Olymbec
13 Apr 2020
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.
Anne Hamburger - En Garde Arts
13 Apr 2020
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.
Michael Teryazos - Private Investor
13 Apr 2020
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.
Sally Patience - TPICAP
13 Apr 2020
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.
Norma Newman - Hebrew Academy
13 Apr 2020
Peer review:
Very client focused, excellent advice and goes the extra mile to find the right investments and bespoke solutions.
Brian Betel - ASG Homes / Activum
13 Apr 2020
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.
Ted Capuano - Dionis Infrastructure Capital Ltd
13 Apr 2020
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!
Holli Rubin - Jocoke
14 Jan 2020
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.
April Furnell - Citywealth
01 May 2019
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.
April Furnell - Citywealth
01 May 2019
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.
Daniel - Hyde
21 Aug 2018
Case Studies
Articles
Embracing the new world of private wealth
The agenda of this year’s Citywealth Forum was created with the unprecedented change the wealth management industry has been seeing in mind. Across a range of panels, our speakers and delegates came together to understand the unforeseen.
Read more
Why Smart People Make Poor Investment Decisions
Co-founder and Managing Partner of MASECO Private Wealth Josh Matthews connects a conversation with a client to what investors and their clients alike can learn from the Dunning-Kruger effect.
Read more
Family governance
Citywealth has the Citywealth Forum coming up on the 16th May bringing leaders in the field together to talk about the trending topic of family offices and their move to professionalise and structure post covid.
Read more
LondonSports Charity Softball Match 2022
On Friday 1st July, MASECO Private Wealth, in conjunction with LondonSports, will be hosting its Annual Charity Softball Match for the fourth time at Wormwood Scrubs near White City. The Charity Softball Tournament aims to raise funds for LondonSports, through donations and sponsorship.
Read more.jpg)
Themes and changes: Citywealth’s Review of 2021
“Another year over, a new one just begun”, as the song goes. Here’s Citywealth’s review of 2021.
Read more.jpg)
Winners of the Magic Circle Awards 2021: a review of their year
The winners in this year’s awards proved that they can operate and perform at a high level, and meet the unique challenges that we’ve seen in the past 12 months.
Read moreAwards
2020 Magic Circle Awards
GOLD - Private Banker of the Year
Commendations
Top 50 Wealth Management Advisors 2020
Top 100 Wealth Management Advisors 2022