Established in 1998, Holborn Assets is a leading, award winning, 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 11 international offices, all supported by over 450 personnel who have only YOU, the client, in mind.
We manage over $2billion of assets for over 15,000+ clients across the globe, helping them achieve their financial goals.
We offer sensible long-term investment with a range of portfolios to suit your personal attitude towards risk.
Get a retirement plan for peace of mind with your pension, long‑term care plans and will & estate affairs.
For expats in particular, insurance of many kinds is a necessity that can be very cost‑effective if handled professionally.
Getting the right mortgage in the UAE or the UK is so much easier with professional support.
Working closely with the in-house teams, we build a portfolio of protection & incentives to ensure happy, healthy employees.
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.
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.
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.