At Holborn Assets, we are with you every step of the way, helping you to reach your 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.
We all want a secure financial future and the way to do that is by investing in a way that is right for you, over time. Investments don’t have to be risky and we will only advise you to invest in funds or plans 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 matter 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.
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.
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.
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.
We benefit from appropriate regulation in all our geographical areas of operation and have been operating successfully in the field of investments since 1998.
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.
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.
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. 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.