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Wealth Planning in 2025: Smart Strategies for the Year Ahead
Events • Wealth Planning in 2025: Smart Strategies for the Year Ahead
We hosted exclusive seminars in Abu Dhabi and Dubai, exploring the opportunities and challenges that 2025 holds, providing expert insights and actionable strategies to help attendees thrive in the year ahead.
These seminars featured a detailed market outlook, highlighting key trends and opportunities across global markets. Our panel shared innovative wealth-planning strategies designed to help attendees achieve their financial goals in 2025. From identifying promising investment opportunities to optimising tax efficiency, participants left with valuable knowledge and practical tools to make informed decisions in an ever-changing economic environment.
What Attendees Learned
A Comprehensive Market Outlook for 2025
Attendees gained a deeper understanding of what’s on the horizon for global markets in 2025. Our experts analysed emerging trends, highlighted potential opportunities, and identified key risks to watch out for. With a forward-looking perspective, participants were better prepared to manage market fluctuations and capitalise on growth prospects.
Financial Planning Strategies
Attendees learned strategies to stay ahead of the curve, from portfolio diversification to aligning investments with future trends, our panel provided actionable advice to help adapt and thrive in a dynamic economic environment.
Long-Term Wealth Growth and Protection
Participants discovered how to make the most of opportunities for growing and safeguarding wealth over the long term. Our experts explored investment approaches tailored to unique goals, helping achieve a balance between growth and security in financial journeys.
Guidance on Regulatory and Tax Changes
Attendees were informed about important regulatory and tax changes coming in 2025 as our advisers broke down complex updates into clear, actionable insights, empowering participants to adjust financial strategies for optimal efficiency and compliance. Whether managing personal wealth or planning for family’s future, attendees left equipped with the knowledge to make confident decisions.
Why This Event Was Valuable
This event was ideal for professionals, investors, or anyone looking to align their financial strategies with the evolving market trends of 2025. It was an excellent opportunity to stay ahead and confidently prepare for the year ahead.
If you’re interested in learning about how to make 2025 your most financially successful year, book a meeting with one of our advisers today.
Our Speakers
Jonathan Brookes
Partner
Jonathan is a Chartered Financial Planner and has over twenty-five years of experience as a qualified financial adviser across multiple jurisdictions (including the UK, USA, Australia, and Europe). As well as having specialist tax and investment management qualifications, he holds the Level 6 Pension Transfer Qualification and is suitably qualified to give advice in the UK, USA, Australia, and Europe.
Omer Chowdhry
Head of Global Fixed Income and Multi Asset Strategies
Omer Chowdhry is an experienced portfolio manager with over a decade of portfolio management and trading experience, with considerable expertise covering Global Fixed Income Markets and Equities. Prior to joining Aditum in April 2021, Mr. Chowdhry spent 5 years at Union National Bank as AVP and Manager in their Treasury and Investment Department. He also spent 5 years as Senior Equity Trader at T3 Trading Group, New York.
Mr. Chowdhry holds a BSc Mathematics from University of Michigan at Ann Arbor and MBA from Cornell University.
Contact Hoxton Wealth
Contact us today to discover how Hoxton Wealth can help you achieve your financial goals. Together, we can build a brighter financial future.
