Investments

Products and services that provide growth in today's markets for your financial future.

Sophisticated options, safely managed

We all want a secure financial future and the way to do that is by investing in a way that I right for you, over time. Investments don’t have to be risky and we will only advise you to invest in funds or planes that fit with your personal risk profile. Everything will be within your own specified limits as we never want you to worry.

No one can predict the future, of stock markets, property markets, interest rates, or anything else for that matter, but sensible investment can ride out market fluctuations and with the right ongoing management we work together to meet your needs.

At the heart of our service is our own suite of managed portfolios which are rated to match clients’ attitude to investment risk. These are used by clients for a variety of purposes, with retirement and education planning being the most popular. Our portfolios are diversified to keep your capital as secure as possible, no matter what the markets do.

Alongside our managed portfolio service, we offer a comprehensive range of investment options including Sharia funds, thousands of mutual funds from all sectors and in multiple currencies, ETFs, structured products, guidance on property investment, currency transfers and more.

You can invest on a monthly basis, as a lump sum, or a combination of the two. There really is something for everyone, no how or how much they can invest.

As an investment client of Holborn Assets, your investments will be managed on an ongoing basis, not only as markets change, but we appreciate that your needs may change too. We can also review any existing investment and manage those for you so everything is under one roof.

We provide a range of investment support, including online valuations with our soon-to-go-live Holborn Exchange service, as well as a large customer service team based in Dubai and Sri Lanka who are dedicated to assisting you. The client services team is ready to answer any queries you may have, or you can speak to your own adviser or their team directly.

Keep safe with our Finametrica risk tools

We have access to a wide range of investment products and funds, and our priority is to ensure that you invest to suit your individual attitude towards risk.

We will help you to assess your own appetite for risk and then offer you an investment strategy and solution to suit your needs.

Here at Holborn Assets, we make it a priority to safeguard the money you have, rather than selling you schemes, as we know that investment and gambling are two entirely different things. We will always support sensible, long-term investment in favour of risking your life savings for short-term gains.

Just like you, we are in it for the long term.

 

Why choose Holborn Assets to help you invest?

  • Certified Credentials

    Our investment professionals hold a variety of prestigious investment qualifications from recognised professional bodies such as the Chartered Insurance Institute, London Institute of Banking & Finance, Chartered Institute of Securities & Investment and CFA (Chartered Financial Analyst) Institute. We encourage all advisers to keep studying to keep their qualifications relevant and up to date.

  • Registered and Regulated

    We benefit from appropriate regulation in all our geographical areas of operation and have been operating successfully in the field of investments since 1998.

  • Strategic Credentials

    Our strategy is about advising our clients on the investments that are best for their individual needs. We appreciate that it is your money, that you have worked hard for it and want to keep it and see it growing. We don’t believe in taking unnecessary risks. That’s why the portfolios we offer are diversified and our advice is focused on ongoing management and a steady hand over the long term.

Get in touch

CComplete the form if you’d like to discuss your Investment options and how Holborn Assets can help.




Your privacy is important to us. We’ll

never sell your data to a third party.

History and heritage

Holborn Assets was established in 1998 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 passionate about helping people put the right money, in the right place, at the right time.

We are a friendly, family company with British values of integrity and respect for all.

Don't just take our word for it

From our initial discussion

“From our initial discussion, to completion of the documentation and ongoing support throughout the process, nothing was too much trouble for David or the wider Holborn team. Very impressed and will certainly be recommending to friends and family!”

Great service from Stuart Bichard

“I had many company and personal pension schemes in various Uk pension providers and not only did I need help in finding out their current values I also wanted to have them reviewed to see how they were performing. Stuart Bichard took a great deal of time and effort in gathering the information and was able to ascertain all current values. To my surprise his advice was to leave them where they were. It was really a unique and refreshing approach that Stuart was actually not trying to sell me anything and just gave me valuable solid advice. Very impressed.”