Our Expertise

At Holborn Assets, we are with you every step of the way, helping you to reach your financial goals.

Our areas of expertise

Investment

We offer sensible long-term investment with a range of portfolios to suit your personal attitude towards risk. Read More

Mortgages

Getting the right mortgage in the UAE or the UK is so much easier with professional support. Read More

Insurance

For expats in particular, insurance of many kinds is a necessity that can be very cost-effective if handled professionally. Read More

Retirement Planning

Get a retirement plan for peace of mind with your pension, long-term care plans and will & estate affairs. Read More

Employee Benefits

Working closely with the in-house teams, we build a portfolio of protection & incentives to ensure happy, healthy employees. Read More

Other Services

More professional, efficient and cost-effective services for individuals and corporations. Read More

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.

 

Our Mission

  • 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.

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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.

Don't just take our word for it

QROPS Transfer - Stuart Bichard

“Stuart has been an immense help throughout the QROPS transfer process. He really understands his clients and their apprehension of entering into what for many is a daunting process. His took the time to explain the pros/cons and the governance in which Holborn Assets operates i.e. being regulated by the UK's FCA. He's immensely approachable and I've thoroughly enjoyed working with him. If you're thinking of transferring into a QROPS scheme I'd have no hesitation in recommending Stuart.”

Excellent- Mark Powsney

“I had been recommended to Holborn and I was fortunate to be connected with Mark Powsney when looking to organise my finances. From our first meeting to now he has been a pleasure to deal with. He listened to my circumstances and tailored the right offshore saving and pension to suit me. At the same time he has helped source insurances that I did not think would be possible. Mark strikes the right balance between professional advisor and friend and it has been refreshing to have that level of candor and integrity along with sound advice through this process.”