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Bassem Fawzy

Senior Wealth Manager
Bassem Fawzy

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.


  • 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

Bassem Fawzy

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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.