Greg Miller

Managing Partner

About Greg

Greg is a highly experienced and trusted International Financial Advisor with a lengthy background in helping HNW & UHNW individuals globally to achieve their financial goals.

With over a decade’s experience in international financial planning, Greg works closely with clients all over the world, taking a meticulous holistic approach, applying deep knowledge and technical expertise in all areas from Tax Planning, Estate Planning to Portfolio & Investment Management and UK & International Pensions.

Initially starting out with HSBC Private Bank in the UK following University, Greg moved to Hong Kong in 2008 to pursue a career in the international market and joined Holborn in 2018 after a 7-year spell as a Director at Capstone Financial.

Qualifications

  • US – Series 65
  • UK – Level 4
  • Registered Technical Representative, HK CIB, 2009
  • BSc in Physics, University of Newcastle Upon Tyne, UK, 2004

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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.