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Joshua Herson

Head of Portfolio Management and Portfolio Director, Head of UK Equities

Brooks Macdonald

United Kingdom, England, London

About Me

Josh joined Brooks Macdonald in 2019 and manages bespoke discretionary portfolios on behalf of a range of clients. Prior to joining Brooks Macdonald, Josh worked at Saunderson House where he was responsible for managing both discretionary and advisory money. He is a Chartered Financial Analyst and also holds the Chartered Institute for Securities & Investment (CISI) Chartered Wealth Manager Qualification. Josh sits on our UK direct equity, UK funds and Japanese research teams. Josh is also a voting member on the Asset Selection Committee.

Profile Information

Head of Portfolio Management and Portfolio Director, Head of UK Equities

Brooks Macdonald

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

London

England

United Kingdom

Oct 11, 2025

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