About Bassem
I am a Senior International Wealth Manager at Holborn Assets, a leading independent financial advisory firm in the UAE. I have over 20 years of experience in providing comprehensive financial planning and investment management services to high net worth clients, especially expatriates living and working in the region.
My expertise lies in developing customized investment strategies that align with clients' financial goals and risk tolerance, leveraging my knowledge of global markets and regulatory frameworks. I have a proven track record of delivering exceptional results and building long-term relationships based on trust and transparency. I hold the prestigious credentials of Personal Financial Planner (PFP), Fellow of the Canadian Securities Institute (FCSI), and Fellow of the Institute of Canadian Bankers (FICB).
My approach to wealth management is client-centric, where I prioritize understanding their needs, preferences, and aspirations, and providing them with tailored solutions that enhance their financial well-being and security. I am adept at managing complex portfolios, including alternative investments, and advising clients on estate planning, tax planning, and retirement planning. I am also a skilled communicator, public speaker, and coach, who enjoys sharing my insights and experiences with clients, colleagues, and the wider community.
Qualifications:
- LL.B. Law Degree, Ain Shams University
- PFP Accredited Personal Financial Planner, CSI Canadian Securities Institute
- QAFP - FP Canada
- FCSI - Fellow, Canadian Securities Institute
- FICB - Fellow, Institute of Canadian Bankers
