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.

Joshua Herson
Head of Portfolio Management and Portfolio Director, Head of UK Equities
Brooks Macdonald
United Kingdom, England, London
About Me
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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