Wealth Management Services
A comprehensive service to grow and protect your wealth.
Tailored wealth management solutions designed to help you preserve, grow, and transfer your wealth with confidence.
Wealth management made simple
As your wealth grows, managing it becomes more challenging and time-consuming.
It’s easy to feel overwhelmed by investment choices, tax rules, asset protection, and planning for your family’s future.
Our wealth management services simplify this process. We provide a clear financial roadmap that helps you grow and protect your wealth, and prepare for the future.
We offer wealth management solutions for clients in Dubai and around the world. Our local and international expertise helps you secure your wealth wherever you are in the world.
Why partner with Holborn Assets
A dedicated wealth management team can make a measurable difference to your future finances. That’s why it’s important to choose the right partner.
Here’s why clients choose our wealth management services:
Client-first approach
Your interests always come first. We offer clear and transparent advice to help you make confident, informed decisions.
Personalised wealth strategies
Bespoke wealth planning strategies designed around your needs and goals.
Comprehensive wealth management solutions
From investments and tax optimisation to estate and retirement planning, we offer a holistic service.
Global expertise and local insight
Our advisers bring international experience and local market knowledge, offering trusted wealth management in the UAE and beyond.
The benefits of professional wealth management
Optimise investments
We help you build a balanced portfolio that manages risk, asset allocation, and supports long-term growth. Our investment strategies fit your overall financial plans and help you reach your goals.
Strategic financial planning
We work with you to create a strategy for your short and long-term financial goals, and adjust your plan as your needs change.
Tax efficiency
We help you keep more of your wealth with smart financial planning. We also support expats with cross-border tax issues and managing assets in different countries.
Wealth transfer
You can feel confident knowing your affairs are in order and your legacy is safe. Our estate planning helps make sure your wealth is preserved and passed on smoothly.
Expertise
Holborn is a global wealth management firm that supports both expats and locals. Our team brings international experience and local knowledge, with offices in the UAE, Hong Kong, South Africa, and Spain.
Over 24,000 clients worldwide trust Holborn with their financial future
What we offer
Wealth management brings together different financial services to support all areas of your financial life. Here are the main services we offer:
Investments
Investing is a great long-term strategy for building wealth, but making the right choices can be challenging. Get expert advice to help you make more confident, informed investment decisions.
Financial planning
Get the guidance you need to reach your financial goals. Our tailored planning services help you organise your finances and create a clear plan for your short- and long-term goals.
Tax planning
Tax planning helps you stay compliant and tax-efficient. Our team will help you plan and structure your finances to minimise tax exposure and optimise your long-term wealth.
Estate planning
Estate planning makes sure your wealth is protected and passed on as you intended. Our services include wills, trusts, and inheritance tax planning to help you secure your legacy.
How our wealth management services work
Whether you prefer hands-on involvement or a more guided approach, our process ensures your wealth continues to work for you.
Discovery
We start by understanding your goals, risk tolerance, and other key information.
Strategy
Our wealth managers build a personalised plan that covers investments, estate planning, tax planning, and financial protection.
Implementation
We help you put your plan into action by choosing products and strategies that match your goals.
Support
Your wealth manager gives you ongoing support, reviews your progress, and makes adjustments to keep you on track.
Manage your wealth on the go
The Holborn App is your all-in-one solution for managing your wealth. Track your investments, monitor your portfolio performance, and stay on top of everything that matters.
Grow, protect, and manage your wealth with confidence
Reach your financial goals. Get expert advice to grow, protect, and manage your wealth.
Holborn supports clients in the UAE and around the world. Talk to one of our financial advisers today to start building a more secure financial future.
Wealth Management FAQs
Wealth management is a complete service that helps you grow, protect, and transfer your wealth. While financial planning focuses on specific goals, wealth management covers many areas of your finances. Although wealth managers often work with high-net-worth individuals, anyone with complex financial needs can benefit from these services.
At Holborn, we provide a variety of wealth management solutions to fit your needs and goals. Our services include investment advice, estate and succession planning, tax planning, and retirement planning.
Many high-net-worth individuals use wealth management services, but you do not need to meet a certain wealth level. You might find value in working with a wealth manager if you have a complex financial situation, want a long-term comprehensive financial plan, own significant assets, or require specialist financial support.
Financial planning is about reaching specific goals, like saving for retirement. Wealth management takes a wider view, bringing together services like investment management, tax planning, and estate structuring to help grow and protect all of your finances.
The cost depends on several factors, including the type of service you choose. Wealth managers may charge a flat fee, a commission, or both. At Holborn, we make sure our fee structure is clear so you know the costs from the start.
Holborn provides services in Dubai and around the world. To learn more about our office locations and how to contact us, please visit our global locations page at https://holbornassets.com/global-locations/
Why Holborn?
Client focused
With Holborn Assets, your interests come first. Expert advice and innovative financial solutions tailored to you and your goals.
Highly qualified
Our advisers hold qualifications from some of the world's leading regulation bodies. We never stop learning to keep your assets in expert hands.
Regulated
Wherever we operate, we adopt the highest regulatory standards, so you can feel confident that your money is in safe hands.
Why Holborn?
Client focused
With Holborn Assets, your interests come first. Expert advice and innovative financial solutions tailored to you and your goals.
Highly qualified
Our advisers hold qualifications from some of the world's leading regulation bodies. We never stop learning to keep your assets in expert hands.
Regulated
Wherever we operate, we adopt the highest regulatory standards, so you can feel confident that your money is in safe hands.