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The latest technology news in the wealth management sector from around the world.
Hoxton Wealth
International financial advisory firm Hoxton Wealth, which has been expanding recently, has added features to its client app, including the ability to organise cryptocurrency holdings.
The new features of the Hoxton Wealth App have taken effect immediately.
Users can now organise their cryptocurrency holdings into separate accounts, enhancing visibility and streamlined management. The app also now supports linking additional asset types, including crypto accounts, personal loans, vehicle loans, and mortgages, with automated updates. Users who manually add loans can set automatic monthly deductions.
The app tracks more than £115 million ($149.1 million) in assets and liabilities through its open banking integrations.
The firm said its app gives users – regardless of whether they are Hoxton clients or not – a consolidated view of their entire net worth on mobile or desktop channels. The app pulls together financial data from more than 20,000 global sources, including bank accounts, brokerage accounts, crypto exchanges, pensions, and cash accounts.
Hoxton, which was established in 2018, is expanding. It has appointed Isabella Bara as product marketing manager for its Hoxton Wealth app.
In February, its US business appointed a former senior US regulator Justin Burse as its new US compliance chief. Also in February, Hoxton opened its first office in Mexico City with a team of four. The firm, which is based in Dubai, rebranded last year from the name of Hoxton Capital Management.
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