At a glance
- The $135 million is Hoxton's first external funding round and is intended to fund international expansion, the report said.
- For advisers whose clients live or work across borders, the deal puts outside capital behind a competitor in that niche.
- Bloomberg, which first reported the deal, has been a buyer in two transactions in the past 12 months, one announced and one closed, according to Deal Tracker, most recently a deal announced July 29.
Aspirity Partners invested $135 million in Hoxton Wealth, an expatriate wealth manager, according to a Bloomberg report relayed by Private Equity Wire on Nov. 3, 2026.
The $135 million is Hoxton's first external funding round and is intended to fund international expansion, the report said. Hoxton is raising the money as it looks to capitalize on growing demand for cross-border financial advice, according to the report.
For advisers whose clients live or work across borders, the deal puts outside capital behind a competitor in that niche. Hoxton now has a balance sheet to hire and market against firms chasing the same mobile-client base, though the report gives no breakdown of how the money will be split between markets.
Bloomberg, which first reported the deal, has been a buyer in two transactions in the past 12 months, one announced and one closed, according to Deal Tracker, most recently a deal announced July 29.
Reported by the Deals & PE desk from Private Equity Wire, citing Bloomberg and Deal Tracker. Published . Corrections