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Baptiste Odier

Senior Wealth Manager
Baptiste Odier

About Baptiste

As a Wealth Manager at Holborn Assets with a decade of industry experience, I bring a wealth of knowledge to my role, assisting French expatriates worldwide. I am also a proud father of two, which enhances my understanding of the financial needs and goals of families living abroad. Specializing in the financial challenges unique to expatriates, I offer tailored solutions that align with both immediate requirements and long-term aspirations.

I specialize in assisting French expatriates globally to navigate the complexities of cross-border finances. With a deep understanding of the unique financial challenges faced by expatriates, I provide tailored solutions that align with both short-term needs and long-term aspirations. My approach combines personalized financial planning with strategic investment advice, ensuring that my clients achieve financial security and prosperity, wherever they are in the world.

I emphasize the crucial step of defining clear financial goals. Without a clear objective, reaching your desired financial outcome is nearly impossible. My expertise lies in helping clients articulate and refine their financial objectives, crafting a roadmap that not only meets but exceeds their expectations.

Fluent in both French and English, I bridge cultural and linguistic gaps, making complex financial concepts accessible and understandable. At Holborn Assets, my commitment is to offer you a trusted partnership, guiding you every step of the way towards achieving your financial goals.

Qualifications

  • Bachelor in Science of Business and Administration - Major Finance & Innovation
  • CII Award In Financial Planning
  • AMF Certification - Wealth Management

Baptiste Odier

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    Why choose Holborn?

    Our aim is to help individuals and businesses achieve their financial goals with a straightforward approach.

    Tell us about your current situation, what your financial goals are, and when you would like to reach them. Based on your goals, we develop a practical plan designed specifically for you.

    We will discuss the bespoke plan with you and agree on the course of action you want to take. While the final decisions are yours, our qualified financial experts are here to help & provide guidance for you both now and in the future.

    All our advisers come from the UK and similar jurisdictions where regulations are tight. Having a regulatory-driven background means that our advisers approach financial planning in a holistic, compliant manner.

    We are not sales driven. We have unmatched relationships with the best product providers. This means we can offer superior investment and protection solutions for the increasingly sophisticated expatriate community we serve.

    We would like to personally welcome you and your friends to become satisfied clients of Holborn Assets. If, at any time, you feel we fall short in the advice and service we offer, then please contact our friendly client services team.