A wealth manager with offices around the world has chosen Liverpool for its first office in the North West to work with clients from sportspeople to farmers.
Hoxton Wealth, which has £2bn in assets under management and 7,000 clients, is opening a base at Avenue Q in Mann Island on the city’s waterfront. It will be led by the firm’s Ƶ managing director, Jonathon Jay, who spent some six years as an associate director at Investec’s Liverpool office and worked with Dow Schofield Watts .
The company said there were currently 14 team members in the office, with the business planning to double that by the end of the year. Existing clients range from “high-profile sports professionals plying their trade in the city to family farms in the rural areas of the North West”. The Dubai group already has a Ƶ office in St Albans and bases in cities including Sydney and Cape Town.
Mr Jay said the business, which has developed its own Wealth App, was focused on “lifestyle financial planning”. He 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.”
He added: “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 said: “Jonathon’s become a vital, driving force behind our rapid expansion in the Ƶ. 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.”
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