Building an International Financial Planning Business with $2bil AUM in 6 years! Chris Ball of Hoxton Capital Management

Jul 23, 2024

Chris Ball, CEO of Hoxton Capital Management, shares how he built a thriving international financial planning business worth over $2 billion in just six years. He discusses navigating growth challenges and the importance of team cohesion in achieving success. Chris emphasizes the role of specialized compliance teams in managing diverse international regulations and maintaining client relationships. The conversation also highlights innovative tools that enhance the financial planning experience, showcasing the exciting future ahead for Hoxton Capital.

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INSIGHT

Comprehensive Global-Local Service

Hoxton provides a global advisory service with local presence in each jurisdiction.
Their multi-disciplinary team includes tax, legal, and investment expertise under one roof.

INSIGHT

Young and Diverse Workforce

Hoxton's workforce is multicultural with 16 nationalities and 30% women, aiming for gender balance.
The company's young average advisor age fosters a dynamic, forward-thinking culture.

INSIGHT

Innovative Tech for Client Transparency

Hoxton created proprietary tech to unify multi-jurisdictional financial planning processes.
Their app enables clients real-time insight into their wealth flow, empowering proactive planning.

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Curious about the international Financial planning space?

Join us for an exclusive conversation with Chris Ball, CEO of Hoxton Capital Management, as he shares the impressive journey of evolving from a business set up at his kitchen table, to a client-centric financial planning powerhouse with over 250 staff in 6 countries, including the UK.

Sam Oakes was so impressed with Chris, and Hoxton Capital Management, that he decided to join the company as Head of Creative!

in this episode, Chris reveals the company's strategic growth, including navigating the challenges of 2022 and 2023, and the pivotal role of a cohesive team in achieving sustainable expansion. Gain insights into the promotion of key talent and the exciting momentum building up for 2024.

Listen as we explore the complexities of international regulatory compliance and the meticulous efforts made by Hoxton Capital to adhere to diverse regulations across multiple jurisdictions.

From the UK to Australia and beyond, Chris discusses the importance of specialized compliance teams and the rigorous processes they implement to ensure business integrity. ]

We also delve into Hoxton’s strategic acquisitions of Independent Financial Advisors (IFAs) in the UK, emphasising the satisfaction of maintaining long-standing client relationships and establishing a credible local presence complemented by global expertise.

Discover how Hoxton Wealth is revolutionizing the financial planning experience with homegrown innovative tools like the Matrix CRM system and the Hoxton Wealth app. These platforms offer real-time financial insights, enabling clients to manage their wealth proactively.

Chris elaborates on how the firm’s commitment to efficiency and transparency shapes the client experience. Finally, we discuss future opportunities, the significance of leaning into one’s strengths and passions, and the collaborative spirit driving the profession forward.

Don't miss this in-depth look at building a successful and professional future in international financial advice.

be sure to reach out to Sam Oakes if you are interested in joining Hoxton.

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