Hoxton Wealth partners with BNY Pershing on platform and client experience

Hoxton Wealth has entered into a partnership with BNY Pershing, aiming to strengthen its platform and improve client experience.

The partnership will bring together Hoxton Wealth’s approach to wealth management with BNY Pershing’s established infrastructure.

Hoxton Wealth said this would result in a more connected platform designed to strengthen how it supports clients and advisers.

At its core, the partnership focuses on integrating BNY Pershing’s infrastructure into Hoxton Wealth’s technology stack, seeking to support greater operational efficiency, improved accuracy, and more effective scaling.

“It allows for straight-through processing and greater automation within our workflows,” explained Hoxton Wealth CEO, Chris Ball.

“In simple terms, it removes the need to duplicate tasks across platforms and supports a more consistent end-to-end experience for clients.”

The integration will also aim to lower administrative demands on financial planners and support teams, allowing advisers to focus more on planning and client relationships.

Hoxton Wealth will gain access to more comprehensive data and enhanced tools, enabling improved reporting and more personalised financial planning.

Ball also highlighted the role of efficiency and cost in improving outcomes: “We identify opportunities to reduce platform costs for clients in certain cases, while also improving the overall experience through faster and more reliable processing,” he said.

Furthermore, the partnership will expand access to tools for Hoxton Wealth’s financial planners, with improved systems and data accessibility supporting more efficient and effective working.

“It is about enabling advisers to do what they do best,” Ball stated. “By reducing manual processes, we create more time for planning and client engagement.

“The aim is to deliver a more reliable, efficient, and consistent experience across the platform.”

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