Hoxton Wealth Rebrand: Our Business, Our App, Our People

We’ve had a rebrand!?

It’s a big move to show the world who we are. Our new logo shouts loud and clear that we support you in your journey of financial empowerment.

We’re a progressive and forward-looking company and that is reflected in our approach.?

Our vision is to be the global wealth manager of choice.?

We use the best in business talent and cutting-edge technology to deliver outstanding service, integrating digital solutions with personalised advice for each client.

?Our Business

The rebrand reflects how we have grown and changed. In the last 12 months, our growth has rapidly accelerated, reaching US$2 billion AUM milestones with four new acquisitions made so far in 2024.

The nature of our business has evolved since we first started. We were heavily involved in pension transfers, a niche market by anyone’s standards. But now, the firm is an independent advisory firm that can offer bespoke advice, including cross-border solutions.

Our App

The way we operate has naturally evolved. We have always used technology y to support and enable our advisers, moving away from the traditional ‘pen, paper, and pinstripes approach’.

After 18 months in the making with a team of 25 in-house developers, we’re proud to showcase the Hoxton Wealth app.

The Hoxton Wealth App can:

• Provide a consolidated view of all your assets and liabilities globally, providing visibility of your total net worth
• ?Help calculate whether you are on track for a comfortable retirement or whether you may have a shortfall to fill?
• Gives you the ability to convert all of your global asset value into your retirement currency of choice
• Monitor real-time market performance and track all of your investments in one place in the palm of your hand
• Securely store and give access to important documents and sensitive data

It is available to download and use for free on all iOS and Android app stores.

It bolsters our in-person service and gives our clients more control over what they see and when. That means they come to our review meetings from a place of knowledge and understanding - making for more productive? meetings that enable stronger client outcomes,?

Our People

But we would be nothing without our people.?

As a collective, we describe ourselves as youthful yet experienced. The average age of our advisers is 37 years old, compared to the industry average of around 57. Our advisers and I reflect our client base.

To make sure our advisers can carry on providing the very best service to clients, we invest heavily into training and development so our advisers are always up to date and equipped to use technology that underpins their role and enhances the level of service that we are empowered to provide our clients.?

Within Hoxton, there is a clear career development path with ongoing support to ensure that we nurture and retain our valuable talent.

I’m incredibly proud to be part of Hoxton’s growth journey, which has not only empowered me to become the best adviser I can be but also equipped me with the right tools to create tailored and robust financial plans for my clients. It’s been a rewarding experience so far, and I look forward to the road ahead. But none of this would have been possible without the support and trust of our incredible clients—past, present, and future.?

What qualities do you look for in a financial adviser when planning for your future?