Josh Matthews, HBA
Josh is the Managing Partner and Co-Founder of MASECO Private Wealth which was established in 2008. Prior to establishing MASECO, Josh established and led the US Expat at Citibank in London. As an expat himself, he had the vision to re-create the US wealth management experience in the UK which naturally developed based on his background, knowledge and expertise. Josh is an expert in helping High & Ultra High Net Worth American & International families achieve financial peace of mind by providing expert guidance and advice on their financial planning, investment management, estate planning and charitable gifting.
Josh began his wealth management career with Salomon Smith Barney (which later became Citigroup) in the Park Avenue Wealth Management branch - where he was ranked as the top advisor in his training class. Whilst, in New York, Josh advised American expats living abroad from Honeywell, Pfizer, Young & Rubicam, IBM and other companies where his team managed the corporate stock option plans. In New York, Josh was part of the elite Blue Chip Council, was a Portfolio Manager and a certified Financial Planning Specialist. In 2001, equipped with this experience and knowledge, Josh transferred to London where he could identify with the struggles of Americans living abroad and established the US Ex-pat team at Citigroup.
Josh, originally from Montreal, Canada grew up with a diverse background and experienced a multicultural and tri-lingual education. He received his Honours in Business Administration from the exclusive Ivey School of Business in International Finance and upon graduation, travelled extensively in South East Asia and Africa fuelling his thirst for a globally focused career.
With his ever-present entrepreneurial disposition, Josh also co-founded MASECO Switzerland in 2009 (which has since been renamed Pilotage Private Wealth), MASECO Asset Management in 2015 and MASECO Asia in 2016.
Upon establishing MASECO, Josh was instrumental in obtaining UK tax efficiency for the first range of low-cost US mutual fund creating a new model of investing for American’s living in the UK. This achievement led to MASECO receiving the PAM award for Innovation in 2009. He was then asked to work with the FCA to carve out an exemption on the promotion of US registered funds for American’s living in the UK.
Knowing his clients and their specific goals and sensing their needs, Josh created the award winning MASECO Asset Management Alternative Credit Fund which provides investors with enhanced income in a low interest rate world. Josh is currently a Non-Executive Director of MASECO Asset Management and is always in search of high income for investors.
Josh has always passionately believed that companies play an important role in our society and should be a force for good. Corporations must encompass ethical and social purposes and not only be focused on profits. Feeling strongly about inscribing these values into MASECO, in 2013 he spearheaded MASECO's efforts to become the UK’s first certified B Corp in financial services. MASECO is proud to be a UK Founding B Corp member. B Corps are a new kind of business operating across 150 countries that balance purpose and profit and are certified based on how they create value for other stakeholders such as employees, clients, community and the environment. Always socially minded, and ahead of the curve, Josh wanted MASECO to stand for good. Josh ingrained these beliefs in MASECO and started their program that makes donations to a number of charities every time a new client engages with MASECO.
Josh believes in sharing his knowledge and routinely contributes to wealth management, alternative credit forums and roundtable discussions as a subject matter expert. He is regularly featured in industry magazines and newspapers providing advice. As an internationally recognised speaker, Josh has been invited to present at notable conferences in New York, Singapore and London. Click here to learn more about Josh in the Press.
Josh is regulated to provide financial advice in the UK, most of Europe and the USA.
IN HIS SPARE TIME...
Josh loves spending time with his family, he is also a philanthropist and athlete. He is a keen ice-hockey player - Josh’s hockey career began at the age of 5 – and he continues his love of the game, playing twice a week for the London Rangers & Spitfire hockey clubs.
Josh is the commissioner of the LondonSports Girls Softball League where MASECO is a key sponsor. Helping to expand the girl’s team, with his daughter and empowering them to gain confidence on the pitch. Josh grew up skiing the Laurentian Mountains in Quebec and continues to conquer the French Alps. Josh was crowned the fastest skier in his category at the amateur City Ski Championship in 2011 & 2013 and his team won the competition in 2017. Josh and his high school sweetheart Holli enjoy travelling and spending holidays and weekends together, with their three teenage children Jory, Cole and Kenzie.
EDUCATION AND CREDENTIALS:
- Winner of Private Banker of the Year 2020 at CityWealth Magic Circle Awards
- Spear’s Top 10 UK Wealth Managers 2019
- Winner of Spear's High-Net-Worth Asset Manager of the Year 2019
- MASECO Asset Management AltFi Fund Manager of the Year in 2017, runner up in 2018 & 2019
- Winner of PAM Award for Innovation of Products and Services in 2009
- CityWealth Leader’s List 2010-2020
- Two-time winner of the International Private Bank Outstanding Young Private Banker Award 2010 & 2011
- Smith Barney Blue Chip Council
- Smith Barney Financial Planning Special ®
- UK Member of the Chartered Institute for Securities & Investment since 2001
- US SEC Registered Investment Advisor since 1997
- Magic Circle Awards 2021 Judge
RECENT ARTICLES FEATURING JOSH:
- In Conversation with Howard Marks
- In Conversation with Robert Shiller
- New Model Advisor Profile on Josh
- Testimonials, Leaderlist, and nomination for ‘Private Banker of the Year 2020’
- Josh wins Spear's 2019 Asset Manager of the Year
- American in Britain - Softball
- Avoid the US and UK Tax Traps
- Josh features in the Spear's 500