Welcome to Hoxton Wealth, the new home of Hoxton Capital

Company • People

William Gray

Wealth Planner

William believes in concise, jargon-free financial planning that solves real problems in the lives of internationally mobile professionals.

He specialises in UK and US-connected expatriates living in Asia, working in the fields of law, consulting, banking financial journalism, and for international organisations like the United Nations and World Bank.

William combines personal experience and technical expertise with an awareness of the sensitive covenants
these professionals often face when selecting investments.

He prioritises working with professionals making an impact in their careers in Asia who often exhibit complexity when structuring their wealth and long-term financial planning, with pensions, properties and assets in multiple jurisdictions.

William Gray is an SEC-registered Investment Adviser Representative (CRD#: 8215301) in the United States.

Outside of work, he keeps up with geopolitics, AI development, and “rational optimism” about the future of humanity and the economy. Heʼs also an avid motorcyclist and enjoys spending time with his wife and daughter.

Qualifications

  • Level 4 Diploma in International Advanced Wealth Management (CISI)
  • Level 4 Diploma in Investment Advice (ESMA/MiFID II compliant) CISI
  • NASAA Series 65 (Uniform Investment Adviser Law Exam)
  • Level 3 Certificate in International Wealth & Investment Management (CISI)
  • CII Award in Financial Planning (Non-UK)
  • International Introduction to Securities & Investments (CISI)
  • BA History & Politics (Nottingham Trent University, 2014)

Licenses

  • United States — SEC Registered IAR (CRD#: 8215301)

Areas of Expertise

  • Cross-border wealth structuring
  • Retirement planning
  • Designing portfolios for growth or for income streams
  • Building models for sustainable lifelong cashflows
  • Investment selection, including SRI/ESG considerations
  • US 401(k), 403(b), IRA planning
  • UK workplace pensions, SIPPs, and private pension planning
  • Estate tax mitigation for UK-connected expats

Contact Hoxton Wealth

We are available to discuss how Hoxton Wealth can help you achieve your financial goals. Together, we can help you build a brighter financial future.