Financial Planner Life Podcast

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

23 Jul 2024

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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. Be sure to follow Financial Planner life on YouTube for extra content about career development within Financial Planning. Reach out to [email protected] in regards to sponsorship, partnerships, videography or podcast production. Want to appear on the Financial Planner Life podcast? Drop Sam a message.

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3ª PARTE | 17 DIC 2025 | EL PARTIDAZO DE COPE

01 Jan 1970

El Partidazo de COPE

13:00H | 21 DIC 2025 | Fin de Semana

01 Jan 1970

Fin de Semana

12:00H | 21 DIC 2025 | Fin de Semana

01 Jan 1970

Fin de Semana

10:00H | 21 DIC 2025 | Fin de Semana

01 Jan 1970

Fin de Semana

13:00H | 20 DIC 2025 | Fin de Semana

01 Jan 1970

Fin de Semana

12:00H | 20 DIC 2025 | Fin de Semana

01 Jan 1970

Fin de Semana

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Financial Planner Life Podcast

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

This episode hasn't been transcribed yet

Other recent transcribed episodes

3ª PARTE | 17 DIC 2025 | EL PARTIDAZO DE COPE

13:00H | 21 DIC 2025 | Fin de Semana

12:00H | 21 DIC 2025 | Fin de Semana

10:00H | 21 DIC 2025 | Fin de Semana

13:00H | 20 DIC 2025 | Fin de Semana

12:00H | 20 DIC 2025 | Fin de Semana

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