Joseph Barnaby

Senior Associate

About Joseph

Joe Barnaby is a UK qualified financial. Fluent in English and Italian, Joe achieved a first class (Hons) Master’s degree in Mechanical Engineering in the UK, winning the IOM3 award for academic achievements.

Since this, he has qualified for an international certificate in wealth and investment management via the Chartered Institute of Securities and Investments (CISI), as well as a diploma in financial advice via the London Institute of Banking and Finance (MLIBF dipFA).

He is currently enrolled to complete his chartered financial planning program alongside the RE exam, whilst adhering to the continuous professional development (CPD) requirements set by the industry.

Joe has been amongst the top 20 advisers worldwide, whilst working with Holborn in various jurisdictions including Abu Dhabi, Dubai, Cyprus, Malta and South Africa. Through this he has gained invaluable experience in the practice of wealth and asset management, with a broad range of internationally based clients.

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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.