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Hoxton News • March 25, 2026

Hoxton Wealth Partners with BNY Pershing to Strengthen Platform and Client Experience

Hoxton Blog • Hoxton Wealth Partners with BNY Pershing to Strengthen Platform and Client Experience

  • Hoxton News

The partnership brings together Hoxton Wealth’s approach to wealth management with Pershing’s established infrastructure. The result is a more connected platform designed to strengthen how Hoxton supports both clients and advisers.

Chris Ball, CEO of Hoxton Wealth, describes the integration as a “practical step forward” for both clients and planners, with a clear focus on improving experience and efficiency.

The partnership brings together Hoxton Wealth’s approach to wealth management with Pershing’s established infrastructure. The result is a more connected platform designed to strengthen how Hoxton supports both clients and advisers.

Chris Ball, CEO of Hoxton Wealth, describes the integration as a “practical step forward” for both clients and planners, with a clear focus on improving experience and efficiency.

A Meaningful Step in Hoxton Wealth’s Development

For Hoxton Wealth, this partnership reflects the firm’s continued progress. Since its founding, the focus has remained on building a more client-centred approach to financial planning, supported by clear structure and consistent delivery.

Reaching this stage reflects sustained effort, considered decision-making, and a focus on improving how the business operates. It also highlights the strength of the team and the role they play in shaping the firm’s direction.

Working with an organisation such as BNY Pershing reflects Hoxton Wealth’s ongoing development as it continues to grow and support an international client base.

Enhancing Technology Through Integration

At the centre of this partnership is the integration of Pershing’s infrastructure into Hoxton Wealth’s technology stack. This development supports greater operational efficiency, improved accuracy, and the ability to scale more effectively.

As Chris Ball explains, the integration enables more streamlined processes and reduces the need for manual input.

“It allows for straight-through processing and greater automation within our workflows,” he adds. “In simple terms, it removes the need to duplicate tasks across platforms and supports a more consistent end-to-end experience for clients.”

Access to Pershing’s systems enables Hoxton to work with broader and more consistent data. This improves reporting, streamlines processes, and supports more informed decision-making across the business.

The integration also lowers administrative demands on planners and support teams. “It allows advisers to focus more on planning and client relationships, rather than process-driven tasks,” Chris adds.

Delivering Better Outcomes for Clients

The focus of this partnership is to improve client outcomes. With access to more comprehensive data and enhanced tools, Hoxton Wealth is better positioned to provide relevant and timely insights.

Clients can expect a clearer and more responsive experience. Improved reporting offers greater visibility, while stronger data integration supports more tailored financial planning. This allows decisions to be made with greater confidence and clarity.

Chris also highlights the role of efficiency and cost in improving outcomes. “We identify opportunities to reduce platform costs for clients in certain cases, while also improving the overall experience through faster and more reliable processing.”

The ongoing development of the platform ensures that the client experience continues to evolve in line with changing needs and expectations.

Supporting Financial Planners

The partnership also strengthens the tools available to Hoxton Wealth’s financial planners. Improved systems and access to better data support more efficient and effective ways of working.

With reduced administrative demands, planners spend more time focusing on client relationships and planning. This enables a more considered and personalised approach to advice.

“It is about enabling advisers to do what they do best,” says Chris. “By reducing manual processes, we create more time for planning and client engagement.”

Supporting planners in this way reflects Hoxton Wealth’s belief that well-equipped teams are central to delivering consistent client outcomes.

Maintaining Independence While Expanding Capability

Hoxton Wealth emphasises that its independence remains unchanged. The firm continues to operate as an independent platform, maintaining relationships with a broad range of providers and partners.

This partnership builds on existing capabilities rather than replacing them. It adds further depth to the platform while preserving flexibility and choice.

Chris reinforces this point, noting that the firm continues to prioritise client suitability when selecting platforms and providers.

“We are not reliant on a single platform. This allows us to maintain flexibility and continue to choose solutions based on what is appropriate for each client.”

Maintaining this balance allows Hoxton Wealth to continue selecting solutions based on suitability and client needs.

A Distinctive International Offering

Hoxton Wealth describes this partnership as a differentiated approach within an international context, reflecting how Pershing’s infrastructure is integrated into its platform.

The ability to support clients across multiple jurisdictions is a key part of this development.

“We are able to offer platform solutions across the UK, EU, US, and more broadly internationally. For a client base that operates globally, that consistency is important,” Chris says.

By combining established infrastructure with a modern, client-focused interface, the firm develops a more connected and practical solution for both clients and advisers.

Recognising the People Behind the Partnership

This partnership reflects the contribution of teams across both organisations. Hoxton Wealth acknowledges the role of its employees in bringing the collaboration together.

Recognition is also given to the teams at BNY Pershing who support the process. Delivering a partnership of this scale requires alignment, coordination, and shared focus.

Looking Ahead

As Hoxton Wealth continues to develop, this partnership represents an important step within a broader journey. The firm remains focused on improving its platform and strengthening how it supports clients.

By working with BNY Pershing, Hoxton enhances its operational foundation while expanding its capabilities. This supports the firm’s ability to respond to evolving client needs and a changing financial landscape.

As Chris notes, the focus remains on practical improvements that benefit both clients and planners.

“The aim is to deliver a more reliable, efficient, and consistent experience across the platform,” he says.

This announcement reflects continued progress and a clear direction of travel. Hoxton Wealth remains focused on building a platform that supports better client outcomes and more effective financial planning over time.

About Author

Lois Vallely

March 25, 2026

Lois Vallely is Head Copywriter at Hoxton Wealth, where she leads the firm’s written content across marketing, client education, and thought leadership, with a particular focus on cross-border financial planning, pensions, tax, and estate considerations for international clients.

Before joining Hoxton Wealth, Lois spent several years in financial journalism, most notably as Chief Reporter at Money Marketing. There, she covered the UK advice and wealth-management sector in depth, producing features, analysis, and commentary on adviser businesses, industry consolidation, technology, and the evolving role of financial planning.

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