HOXTON LIFE SPECIAL: Hoxton Wealth's Expansion Across Asia & The Story Behind the Infinity Financial Solutions Acquisition episode artwork

EPISODE · Aug 7, 2025 · 54 MIN

HOXTON LIFE SPECIAL: Hoxton Wealth's Expansion Across Asia & The Story Behind the Infinity Financial Solutions Acquisition

from Hoxton Life · host Hoxton Wealth

What really happens when two established international financial planning firms come together?In this special episode of Hoxton Life, we sit down with Trevor Keidan, Founder of Infinity Financial Solutions, and Oliver Gorman, Revenue Director at Hoxton Wealth, to explore the story behind Hoxton’s acquisition of Infinity - one of the most strategic and culturally aligned partnerships in the company's history.This episode explores how two firms came together with a shared focus: honouring the past, protecting client trust, and accelerating growth across global markets.In this episode we discuss:Why cultural alignment matters more than numbers in M&AHow to build a seamless client experience during acquisitionThe legacy Infinity built - and how Hoxton plans to honour itWhy Southeast Asia is key to Hoxton’s international strategyLessons for founders thinking about exit or scaleWhat advisers can expect post-acquisition - and what it means for their futureWhether you’re a business owner thinking about succession, or an adviser curious about international opportunities - this episode is definitely one to watch.🎧 Listen now on YouTube, Spotify, or Apple Podcasts.📩 Want to speak with our M&A team? Message us directly.Ready to start your international financial planning career?Hoxton Wealth is looking for ambitious individuals ready to take their careers to the next level. Whether you're interested in international financial planning, compliance, client servicing, or marketing roles within the financial sector, we offer unparalleled opportunities for growth and success.Don’t miss a beat! Subscribe to our YouTube channel to watch full podcast episodes featuring insights from those that work for Hoxton and some of our special guests and partners. Stay connected by following us on Instagram, Facebook, LinkedIn, and X for more exclusive content.Curious about our career opportunities? Visit our website to explore open positions and learn more about joining the Hoxton Wealth team. Your journey in international financial planning starts here!For sponsorships, partnerships, or media inquiries, reach out to us

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What really happens when two established international financial planning firms come together? In this special episode of Hoxton Life, we sit down with Trevor Keidan, Founder of Infinity Financial Solutions, and Oliver Gorman, Revenue Director at Hoxton Wealth, to explore the story behind Hoxton’s acquisition of Infinity - one of the most strategic and culturally aligned partnerships in the company's history. This episode explores how two firms came together with a shared focus: honouring the...

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HOXTON LIFE SPECIAL: Hoxton Wealth's Expansion Across Asia & The Story Behind the Infinity Financial Solutions Acquisition

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