Giacomo Potena

Senior Associate

About Giacomo

Giacomo Potena is qualified with 15+ years of progressive working experience in the UK & EU, the US & Bermuda,  the UAE & GCC

His role is to provide international clients with advice and guidance to help them make well-informed investment decisions and achieve their financial goals. 

His areas of advice include: International Wealth Management | Offshore Banking | Portfolio Management | Saving & Investments| Estate & Taxation Planning | Insurance| International Property  Pensions | Forex |Golden Visa & Citizenship by Investment

 

Qualifications:

  • University Degree in Business
  • L4 CII Financial Planning
  • CFA L1 *studding for L2

 

Book your free consultation with Giacomo


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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.