Mark Bardell

Senior Associate

About Mark

Mark Bardell has an extensive background in finance and financial services and has worked in the offshore market for the past decade. Originally from London, Mark now lives and works in the Middle East. Previously a senior partner at one of the largest financial advisories in Asia, he has held a financial advisory license in both Singapore and Hong Kong, two of the most highly regulated jurisdictions in the world. Mark specialises in providing bespoke, cross border financial services for VIP and HNW clients. As an offshore investment expert, Mark works closely with clients to bring less usual ideas to the table and guide them through the complexities of certain investments. He has a strong history of working with private investors around the globe as well as building teams of financial professionals. “Bespoke wealth management and fiduciary solutions backed by a discreet world-class level of service.”

Qualifications

CMFAS (Capital Markets and Financial Advisory Services), Singapore

  • Module 5 (M5) – Rules and Regulations for Financial Advisory Services
  • Module 8 (M8) – Collective Investment Schemes
  • Module 8a (M8a) – Collective Investment Schemes II
  • Module 9 (M9) – Life Insurance and Investment Linked Policies
  • Module 9a (M9a) – Life Insurance and Investment Linked Policies II
  • Health Insurance – HI

PIBA (Professional Insurance Brokers Association), Hong Kong

  • IIQE Paper I: Principles & Practice of Insurance
  • IIQE Paper III: Long Term Insurance
  • IIQE Paper V: Investment-Linked Long Term Insurance

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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.

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