Romeo Stefanutti

Senior Partner

About Romeo

Romeo started working in the financial services and trust industry in 2003. His extensive experience has enabled him to develop a proven strategy, which he successfully applies to his clients’ portfolios. Romeo firstly understands the unique needs of his clients and only then appropriately advises the best-suited risk and investment solutions tailored to each client’s circumstances focusing on capital preservation, tax efficiency and growth. Romeo’s clients range from family trusts, high net-worth individuals to charitable organizations. As a registered financial adviser, he offers the following services: estate planning, local and offshore pension advice, retirement planning, tailored investment portfolios, tax-efficient investment solutions and wealth creation that enable his clients to achieve their financial goals. Having consistently been a top performer and achieved numerous production and quality awards over the last 15 years as an advisor, Romeo is sure to add value to your financial wellbeing.


  • RFP 3 Financial Planning Institute SA
  • Certificate in Business Building and Corporate Venturing University of Pretoria SA
  • International Certificate in Wealth and Investment Management CISI 3

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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.