CHRISTMAS SPECIAL | Inside Hoxton Wealth’s Biggest Year Yet: People, Growth & What’s Next For 2026

From $900M in organic growth to walking away from bad deals... this is the unfiltered reality of scaling a global financial planning firm.

In our final episode of 2025, CEO Chris Ball sits down with Jonathon Jay (Managing Director of Hoxton Wealth UK), Charmaine Lotz (Global Head of HR) and Matthew Morgan (Global Advice Manager) breaks down exactly how Hoxton Wealth hit $4B AUM (up 33% YoY) and the strategy behind our "Big Hairy Audacious Goal" of $20B by 2030.

We dive deep into the wins and the lessons of 2025: 

✅ The Talent Engine: How our newest 4 trainees contributed to 10% of all client meetings in their first year. 

✅ The Hard Calls: Why we pulled the plug on a major acquisition at the 11th hour to protect our culture. 

✅ Culture as a KPI: Implementing the Hoxton Health Hub, salary benchmarking, and removing "anchors" that hold the team back. 

✅ Exam Success: Celebrating the 36 staff members (10% of the company) who passed exams this year.

Whether you are an adviser looking for the right home or a business owner scaling up, this is a transparent look under the hood of a high-growth international firm.

Watch the full episode here on YouTube, or search 'Hoxton Life' on Apple Podcasts and Spotify.

Ready to start your international financial planning career?

Hoxton Wealth is looking for ambitious individuals ready to take their careers to the next level. Whether you're interested in international financial planning, compliance, client servicing, or marketing roles within the financial sector, we offer unparalleled opportunities for growth and success.

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Curious about our career opportunities? Visit our website to explore open positions and learn more about joining the Hoxton Wealth team. Your journey in international financial planning starts here!

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