Josh Matthews - Spear's Magazine

Josh Matthews

Maseco

Josh Matthews
Category
Wealth Managers 2020
Company Size
Website
https://www.masecoprivatewealth.com/

Top Ten HNW Wealth Manager

Josh Matthews retains his place in our top ten after winning the HNW Asset Manager of the Year award at the 2019 Spear’s Wealth Management Awards.

When we catch up with him, he’s in a typically forthright mood about the current situation. ‘We talk in large part about diversification and that the future is unknown,’ he tells Spear’s of the firm’s approach. ‘We don’t really know what’s going to happen, and that’s one of the reasons you should have a diversified portfolio – irrespective of how much time we spend analysing the future, unexpected things that do happen that tend to move the market the most.’

The former Citi director co-founded Maseco in 2008 to offer wealth management services to affluent American families living in the UK, the US and elsewhere with cross-border financial needs. The firm also provides investment management and financial planning services to Americans resident in the US who seek a more global perspective. Matthews remains sober in his outlook for the second half of the year.

‘We do have this black cloud over our heads and we don’t know exactly what the short or long-term ramifications are of Covid and how that will affect the economy, employment levels and of course asset prices and our business,’ he says. ‘We are cautiously optimistic about the future, but we’re also very realistic.’



 

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