MASECO Private Wealth
Jonathan Matthews currently serves as the Head of Client Services at MASECO Private Wealth since October 2022. Prior to this role, Jonathan held various positions at London & Capital from February 2006 to October 2022, including Head of Middle Office, Head of Institutional Client Services, Institutional Client Services Manager, and Portfolio Manager. Earlier experience includes a role as Management Accountant at COA Solutions Ltd from February 2004 to December 2005 and a Trainee Chartered Accountant position at Roffe Swayne from January 2001 to December 2003. Jonathan Matthews earned a BA in Politics from The University of Sheffield, completing studies from 1997 to 2000, and attended Cranleigh School from 1991 to 1996.
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MASECO Private Wealth
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At MASECO we provide expert guidance to UK residents and foreign nationals to simplify and support their cross-border wealth management needs. Our people are from varying backgrounds: many have been working with American citizens living in the UK for fifteen years, others are foreign nationals themselves living and working in London. Therefore we have a deep understanding of US/UK issues and know what it means to immerse yourself in one of the most diverse cities in the world. Adopting a holistic approach, we can help you to achieve your financial goals through careful planning and the implementation of rational, practical and tax optimised wealth management strategies. We deliver comprehensive wealth management and investment advice to clients with relationships based on trust, open communication and integrity. Our mission is built on the desire to give peace of mind to US families through guidance on how to simplify their cross-border needs. We use our core values as our internal guidelines because we know that when combined, they provide the framework around the decision-making process. That by taking this approach it helps us to develop, our clients achieve their goals, and together provide a consistent message globally. MASECO is proud to be a Certified B Corporation, the very first wealth management firm in the UK to achieve this certification. If you don’t already know, B Corporations are companies that use the power of business to help solve social and environmental problems. There are currently over 920 B Corps from 60 industries in 29 different countries.