Client Reviews

At Holborn Assets, our clients are our business, and we value what they have to say.

Your feedback—both positive and critical—helps us understand what we are doing right and where we need to improve.

We believe in complete transparency. That means acknowledging that experiences can vary, listening carefully, and continually improving the way we support our clients across financial planning, investment management, pensions, Golden Visa programmes, and international wealth strategies.

By the numbers

These numbers reflect our long-term focus on trust, advice, and regulated financial guidance across Dubai, the Middle East, Europe, Africa, and Asia.

$2bn+

Assets Under Management

24,000+

Clients Worldwide

250+

Qualified Financial Advisers

Our Commitment to Excellence

At Holborn Assets, we strive to provide the best financial solutions tailored to your needs. Here’s how we make a difference.

Fred, 75

Retired Engineer in Dubai and his wife, Julia, 70

Fred, 75, is a retired engineer from the UK now living in Dubai with his wife, Julia. They joined Holborn in 2022 after years of working with different advisers and never feeling fully confident.

With retirement well underway and investments to protect, they wanted a team that would explain everything clearly and manage their portfolio with care and transparency.

With Michele and her team, they finally feel confident their long-term finances are handled the way they’d hoped.

Client Testimonial

”We’ve worked with several financial advisers over the years, but Michele and her team at Holborn Assets have genuinely been the best we’ve ever used.

They’re clear, transparent, and take the time to explain everything in a way that builds real trust. The results speak for themselves—our returns have outperformed every firm we’ve tried in the past.

Beyond the numbers, it’s their integrity, responsiveness, and genuine care for their clients that truly stand out. We finally feel our finances are in capable hands. Highly recommended.”

Kendra, 63 & Kirsten, 60

North Texas Couple Planning a Move to Europe

Kendra, 63, a recently retired project manager who still does some part-time work, and Kirsten, 60, who has a background in education and now works remotely, live in North Texas with six adult children between them.

With an eye on the future, they started exploring the Portuguese Golden Visa and how it could benefit the whole family. After watching several of Jonathan’s videos, they were impressed by how structured and informative they were.

A long video call with the Holborn team covered everything from using retirement funds for the investment, to an upcoming trip to Porto, to eventually selling their Texas property and restructuring their wealth for the next stage of life.

Client Testimonial

”I couldn’t be happier. My experience with the Holborn team has been exceptional. Jonathan, Rodgie and Matthew made what initially seemed like a complicated system easy to understand.

They were patient, never rushed, and treated our family’s life savings with the utmost respect. They walked us through every option to ensure the best outcome—not what was best for them, but what was right for us.

The level of customer service and genuine support has been outstanding.”

Derek, 69

South African Professional in Australia with Complex Finances

Derek, 69, is a South African professional living in Australia who has dealt with financial advisers for more than 45 years across two countries. His situation is particularly complex, involving cross-border banking, changing regulations, and the need to coordinate with accountants, lawyers and tax specialists.

He needed more than just product recommendations—he needed someone to help him navigate the bureaucracy and take ownership of getting things done. With Tamsyn at Holborn, he finally found an adviser who could combine technical depth, persistence, and genuine empathy.

Client Testimonial

“Tamsyn from Holborn Assets has been the best financial adviser/wealth manager I’ve worked with in decades. My situation is extremely complex, and she guided me through regulations, requirements and administrative hurdles with absolute expertise.

She coordinated with other professionals to build the right plan and followed through with exceptional attention to detail. She has been kind, empathetic and incredibly thorough.

I cannot recommend her highly enough.”

John, 54

Business Owner in South Africa

John, 54, runs his own business in South Africa and has been working with Lourens at Holborn for around 15 years. Over that time, he’s ridden out market cycles, grown his investments and refined his long-term plans.

What matters most to him is having someone he can trust to give straight, well-thought-through advice and act quickly when decisions need to be implemented. With Lourens, Kathy and the wider Holborn team behind him, he feels he has exactly that—plus a long-standing relationship that goes beyond just numbers on a page.

Client Testimonial

“Top-notch organisation! Attention to detail is everything in finance, and that’s exactly what you get with Holborn. Lourens has advised me for many years, consistently providing solid guidance, great investment results, and genuine support.

The team behind him keeps everything running smoothly and is always quick to respond and get things done. Professional, reliable, and a pleasure to deal with. A fantastic team to be associated with.”

At Holborn, everything starts with you.

We are exceptionally proud of the trust our clients place in us across multiple independent review platforms. These external sources play a vital role in ensuring transparency, credibility, and accountability.

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