At Holborn Assets, we are with you every step of the way, helping you to reach your financial goals.
Our areas of expertise
Cradle to grave financial planning
Financial planning is about teamwork. Here at Holborn Assets, we hope our partnership with you as our client will last a lifetime.
We are here to support you at every key financial milestone of you and your family’s life, from cradle to grave. And we do this by keeping your big picture firmly in view, whether you’re looking for individual or corporate financial solutions.
The way our advisers work is simple: we learn where you are financially, where you want to be, and we develop a plan to get you there.
We know that listening to our clients is the biggest strength we can offer – both as an organisation, and individually as advisers and support staff. And Holborn Assets is here for the duration.
We believe in providing expertise and integrity through our extensive product range and joint ventures. In doing so we offer clients an unsurpassed service in personal and corporate wealth management, specialising in bespoke global portfolio strategies and services.
We promote high standards of professional competence and conduct within the financial planning profession. Holborn Assets has in place a Code of Professional Conduct and, in matters of conduct and discipline overall, we cooperate with the Life Insurance Association of the United Kingdom for guidance.
We aim to grow to a pre-eminent position in the international independent financial advisory market to ensure stability, continuity and security to all our clients.
History and Heritage
Holborn Assets was established in 1999 and is widely considered to be the financial services company of choice in the expatriate market it serves. No other independent company can match our expertise or depth of proposition. We have therefore always felt at home headquartered in Dubai, the world’s fastest growing City State and one of the economic wonders of the world.
Holborn Assets has regulated operations in the UK, Europe,Asia and South Africa and a global administration hub employing 150 people in Sri Lanka. The Corporate DNA that has underpinned our growth is simple: we are a friendly, family business and we are passionate about helping people put the right money in the right place at the right time; with integrity and respect for all.