How Our Managed Portfolios Work
At Hoxton Wealth, our approach is both advice-driven and technology-enabled. We begin by understanding your financial objectives - whether that’s funding retirement, creating a legacy, or generating income. From there, we:
- Profile your risk appetite: Using structured assessments, we determine the level of risk appropriate to your objectives.
- Construct your portfolio: Our investment committee selects a globally diversified blend of asset classes - equities, bonds, alternatives, and cash - aligned to your profile.
- Provide ongoing oversight: We review and rebalance your portfolio as needed to ensure continued alignment with your objectives.
- Keep you informed: Through our Wealth App, you’ll have full transparency, with real-time visibility into your portfolio’s performance.
Our portfolios are designed to reflect the realities of expat life - including multi-jurisdictional, multi-currency considerations - while remaining aligned with global best practices.
Our Investment Methodology
Risk Assessment
A structured evaluation of your financial situation, goals, and tolerance for volatility helps ensures we construct a portfolio with the right balance of growth and stability.
Strategic Asset Allocation
We diversify across geographies, sectors, and asset classes to reduce risk and improve the consistency of long-term outcomes.
Active Monitoring and Rebalancing
As markets evolve, we adjust your portfolio where necessary to maintain strategic alignment without overreacting to short-term volatility.
Long-Term Focus
We believe in disciplined, goal-aligned investing, not short-term speculation. Our portfolios are built for lasting value.
Technology and Transparency
Our managed portfolios are supported by the Hoxton Wealth App, which enables clients to:
- View portfolio performance in real time
- Access asset allocation and holdings report
- Monitor market data via the integrated Market Tracker
- Link external accounts for a consolidated view of wealth
- Communicate with their adviser securely and efficiently
This fusion of personal advisory support and real-time technology helps clients stay connected, informed, and confident in their strategy.
Case Study: Retirement-Focused Expat Portfolio
Client Profile:
A 52-year-old British professional residing in Dubai with plans to retire in Spain. Assets included UK pensions, ISAs, and multiple savings accounts.
Challenges:
- Dispersed assets across jurisdictions
- Lack of cohesive retirement plan
- Currency risk affecting future income
Solution:
We consolidated assets into a tailored managed portfolio, diversified globally and aligned to the client’s moderate risk profile. A euro-hedged strategy was incorporated to manage future income risk.
Outcome:
- Transparent oversight via the Hoxton Wealth App
- Investment returns consistent with long-term goals
- Clarity and confidence in retirement planning
Frequently Asked Questions
Typically £100,000 or currency equivalent, to allow for full diversification.
Portfolios are monitored regularly, with formal quarterly reviews and rebalancing as needed.
Yes. While a long-term approach is recommended, we offer flexibility if your plans shift.
Via the Hoxton Wealth App, which provides real-time valuations and reporting tools.
Take the Next Step
Your wealth deserves a structured, globally aware, and expertly managed approach. Our Managed Portfolio Service combines the personal guidance of experienced financial planners with the transparency of our technology platform.
Book a consultation to begin designing your personalised portfolio today.
