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Marcelino Veldema

Senior Wealth Manager
Marcelino Veldema

About Marcelino

My name is Marcelino Veldema, I am a Dutchman with a Bachelor of Business Administration from The Hague University 2013 and a Postgraduate in Management from the University of Liverpool 2016.

Starting in financial services in 2011, I now have 10+ years industry experience both locally and worldwide and have obtained so in several roles, companies and countries.

I am a local resident of the Netherlands with a global background in education, professional courses and financial experiences in China at Bodeyron wealth management. The Netherlands in insurance at Delta Lloyd (now part of the NN Group), pensions at AEGON and retail banking at ABN AMRO. I have dealt with the finalisation of the merger of Worldwidebroker in Europe-Asia and globally offered regulated financial solutions for expats at Blacktower financial management group.

I am a MCSI member of the Chartered Institute of Securities and Investments (CISI). As senior wealth manager at Holborn Assets I offer regulated global wealth management solutions for your life cycle financial planning by being your one shop stop with my area's of expertise in:

  • Financial planning
  • Financial advice
  • Citizenship by investment
  • Investments
  • Property investments
  • Wealth management
  • Retirement planning
  • Insurances
  • Mortgages
  • Employee benefits

Qualifications

  • CII Insurance, Legal and Regulatory (IF1)
  • CII Award in Investment Planning
  • CII Award in Financial planning
  • AFM WFT Basic Financial Advisor
  • University of Liverpool PGCert in Management
  • The Hague University - Bachelor of Business Administration

Marcelino Veldema

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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.