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 says. ‘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 says.