Who we are
Established in 1998, Holborn Assets is a leading global financial services company that provides quality financial advice and wealth management solutions to the discerning international expatriate.
As a British, family-owned and run company we pride ourselves on delivering a superior experience to our circa 20,000 clients, via our 8 international offices, all supported by over 450 personnel who have only YOU, the client, in mind.
Our areas of expertise
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With Only the Client in Mind
At Holborn Assets we start with our core premise of 'only the client in mind' and apply this to all aspects of our business. It means more than just delivering excellent products and solutions, world class innovative service or best in class financial advisers; it's also about fixing things when they go wrong and ensuring you have total peace of mind.
Holistic Financial Planning
You've worked hard for your money and so is important for us to us to keep it safe and working hard for you. We do this by looking at the bigger financial picture and taking a holistic view of the financial issues faced by us all, from cradle to grave. When it comes to proper financial planning it's the only way to ensure we put the Right Money, in the Right Place at the Right Time.
Qualified and Experienced Financial Advisers
It may seem an obvious thing to say but our clients are our business, so naturally when selecting advisers to work with only the most qualified and experienced need apply. The majority originate from the tough regulatory regime of the UK where excellence in all areas is the gold standard. However, we also have specialist financial planners from Ireland, South Africa, America and India to cater to all your wealth management needs, whether it be sourcing you that low cost mortgage for a UK property, protecting your family with a robust life insurance package or ensuring you have saved enough money for retirement.
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Latest blog articles
Higher Education: The Hidden Cost for Expat Parents
Some things in life you can’t put a price on however, the cost of higher education for your child, it seems you can. That price is £36,000 on average – and that’s just the tuition fees for three years. Read More
Financial Pitfalls Expats Face
Whether you’re just starting out life as an expat, or a seasoned globetrotter,… Read More
Returning to the UK – What You Need to Know
Tax residency and state pension entitlements can be tricky areas to understand. Returning expats needs to be aware of both, so there are no nasty surprises when you arrive back to the UK. Read More