Global wealth management group bolsters UK cover with Liverpool office
A Dubai-based wealth management group has opened a second UK office with a new team based in Liverpool.
Global financial services provider, Hoxton Wealth, has an existing UK base in St Albans.
The financial advisory firm has £2bn in assets under management and 7,000 clients.
Its Liverpool office is based in Avenue Q Mann Island and will serve the North West.
The team will be headed by Jonathon Jay, the company’s UK managing director, who previously spent more than six years as an associate director at Investec Wealth and Investment UK’s Liverpool office.
The office provides support to a varied client base that includes high profile sports professionals plying their trade in the city, to family farms in the rural areas of the North West, with wealthtech-powered expert financial guidance.
Fourteen team members are currently based at the Liverpool office, with plans to double that amount by the end of 2025.
Jonathon Jay said: “When I first met with Hoxton’s CEO, Chris Ball, we completely aligned in terms of our beliefs about how you grow a business. And across the business, there’s a hugely ambitious leadership team that is driven by scaling-up.
“There is a massive opportunity for an ambitious business like Hoxton in Liverpool, because, apart from us, no-one is really grabbing the bull by its horns, in terms of lifestyle financial planning.”
He added: “Our mission is simple – we empower our clients to achieve their financial goals with confidence and clarity.
“We leverage the latest financial technology, including our wealth app, which provides easy access to a consolidated view of users’ entire net worth on mobile or desktop, regardless of whether they are Hoxton clients.
“This year we are aiming to grow the team we have at our Liverpool office from 14 to 30 colleagues – and it’s very exciting to be a part of that.”
Chris Ball, Hoxton Wealth’s CEO said: “Jonathon’s become a vital, driving force behind our rapid expansion in the UK.
“Opening an office in a city like Liverpool, that he knows so well and that is still something of a sleeping giant in the financial services sector, is proving to be an incredible opportunity for us.
“We took on more assets last year than we did between 2018 and 2021.
“2025 is the year we consolidate that – and opening offices that become real hubs in their communities is hugely important to us.”
