
财富管理公司Hoxton Wealth已从私募股权公司Aspirity Partners处获得1.35亿美元融资,用于推动这家主要服务海外英国侨民的咨询集团扩张。
Wealth has secured $135 million from private equity firm Aspirity Partners to fund expansion at the expat advice group, which primarily serves Britons living abroad.
该公司在一份经彭博新闻社审阅的声明中表示,这是Hoxton的首轮外部融资,将支持其下一阶段增长,包括国际扩张、招聘和战略收购。
The investment, Hoxton’s first external funding, will support its next phase of growth, including international expansion, recruitment and strategic acquisitions, the firm said in a statement reviewed by Bloomberg News.
这笔交易达成之际,近年来英国人移居海外生活和工作的浪潮正在涌现。在取消非本地居民税务身份等政策变化推动下,富裕个人和亿万富翁纷纷离境,而年轻工作者则在海外寻求更好的就业前景。
The deal comes amid a surge in Britons leaving to live and work abroad in recent years. Wealthy individuals and billionaires have left following policy changes including the abolition of non-domiciled tax status, while younger workers are seeking better job prospects overseas.
阿拉伯联合酋长国已成为主要受益者,吸引了高净值个人、金融专业人士和家族办公室前往迪拜和阿布扎比。即使伊朗战争已进入第九个月,且希腊等竞争对手正在争夺富裕新来者,阿联酋迄今仍避免了其财富中心地位受到实质性冲击。
The United Arab Emirates has emerged as a major beneficiary, drawing high-net-worth individuals, finance professionals and family offices to Dubai and Abu Dhabi. Even with the Iran war entering its ninth month and rivals such as Greece courting wealthy newcomers, the UAE has so far avoided a substantial hit to its standing as a wealth hub.
摩根大通、巴克莱银行和汇丰控股等银行正在扩大其在阿联酋的私人银行业务,以利用这一增长机遇。
JPMorgan Chase & Co., Barclays Plc and HSBC Holdings Plc are among the banks expanding their private-banking operations in the UAE to capitalize on that growth.
Aspirity Partners创始人Joseph O'Mara表示,“国际流动客户”代表了一个1.2万亿美元的市场,年增长率达16%,但目前只有四分之一的人获得咨询服务。他说:“这些人的财务需求在跨境时会变得更加复杂。”
“Internationally mobile clients” represent a $1.2 trillion market growing 16% a year, yet only a quarter currently receive advice, according to Joseph O’Mara, founder of Aspirity Partners. “These are people whose financial needs become more complex when they cross borders,” he said.
Aspirity去年完成首只基金募集,规模略超8.75亿欧元,投资重点为金融科技与服务、企业技术和连接领域。
Aspirity closed its first fund last year at just over €875 million, targeting investments in financial technology and services, enterprise technology and connectivity.
总部设在伦敦和迪拜的Hoxton业务覆盖10个司法管辖区,为英国侨民提供养老金和投资建议。该公司拥有约1万名客户,管理资产超过50亿美元。
Based in London and Dubai, Hoxton operates in 10 jurisdictions, providing pension and investment advice to British expatriates. It has about 10,000 clients and manages over $5 billion in assets.
2018年与Matt Dean共同创立该公司的Chris Ball将继续担任大股东。
Chris Ball, who co-founded the firm with Matt Dean in 2018, will remain a majority shareholder.