The Savvy Wallet with Ato Jay

In this episode, Ato speaks with Chris Ball, a financial advisor, chartered accountant, and CEO of Hoxton Wealth, which provides borderless financial advice to high and ultra-high-net-worth clients, managing $2.7 billion in assets for over 7,000 clients globally.

In this episode we discuss:
– Starting Hoxton Wealth
– Money management is key to building wealth
– Why buying a property isn’t the smartest investment
– The best performing assets to invest in
– How to invest globally
– Whether you can still build wealth in the UK
– Best places in the world to build wealth and much more

Connect with Chris:
https://www.linkedin.com/in/chrisballhx

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TIMESTAMPS
0:00 – Preview
1:08 – Intro
1:44 – Meet Financial Advisor & CEO of Hoxton Wealth – Chris Ball
4:27 – What inspired me to become a financial advisor?
7:13 – Moving from KPMG to Abu Dhabi
12:47 – Transitioning from a Tax Advisor to a Financial Advisor
14:12 – Key lessons from working in De Vere Group
16:04 – Why I started Hoxton Wealth
19:10 – Tide Ad
20:40 – The challenges of building Hoxton Wealth
24:09 – What sets Hoxton Wealth apart
29:49 – Lessons from working with high net worth clients
36:09 – How have my clients built their wealth?
39:20 – The role of a financial advisor
41:26 – How to think about ‘risk’ when investing in the stock market
45:44 – How to have a long-term investing mindset
47:55 – Core investment vehicles for people to invest in
50:40 – Free tickets to the Birmingham Black Business Show
51:43 – Is buying a Home a smart investment?
56:07 – Renting vs Buying your property
59:16 – Best approach to start investing in the stock market
1:02:12 – How long should you invest in the stock market for?
1:03:02 – Expected returns from investing in the stock market
1:03:42 – How to build passive income from an investment portfolio
1::05:53 – Should you have bonds in your portfolio?
1:10:50 – How to invest globally
1:14:50 – Key characteristics to be a good investor
1:17:43 – Working with clients leaving the UK
1:20:18 – Can you still build wealth in the UK?
1:21:20 – How to build wealth in the UK?
1:28:45 – Other Countries that are great for building wealth
1:33:47 – What it takes to build serious wealth
1:37:58 – Factors to consider before you move?
1:39:52 – What happens to your assets when you move?
1:44:39 – Are people still retiring in Spain?
1:45:49 – Vision for Hoxton Wealth
1:47:18 – Final Words

Disclaimer: The information contained on this video is not intended as, and shall not be understood or construed as, financial advice. I am not a financial advisor and the information in this video is not a substitute for financial advice from a professional who is aware of the facts and circumstances of your individual situation.

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