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

Financial Planner Life Podcast

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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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Rozdziały

1. Chris Ball, CEO of Hoxton Capital (00:00:00)

2. Navigating International Regulatory Compliance (00:08:03)

3. Expanding Business Through International Acquisitions (00:17:14)

4. Streamlining Financial Planning for Clients (00:27:10)

5. Building Efficient Processes in Business (00:31:31)

6. Exploring Future Opportunities and Growth (00:41:38)

7. Building a Professional and Successful Future (00:45:33)

8. Building the Hoxton Life (00:54:03)