Zahi Samaha

Senior Associate

About Zahi

Zahi knows the ins and outs of financial Planning and wealth Management, he is a qualified independent financial advisor who specializes in dealing mainly with middle-eastern expatriates.

Zahi is an associate member of the Chartered Institute for Securities and investments (CISI) where he completed his Level 4 - ESMA/MiFID II compliant– International Certificate in Advanced Wealth Management (ICAWM) and studies towards Chartered Wealth Manager status.

He also holds a Masters of Business Administration Degree (MBA) in Finance from the American University of Science and Technology (AUST). His consultation includes professional financial and investment advice for individuals and institutions covering mainly the following:

  • Passive income by investment
  • Income generating assets
  • Real estate investments
  • Stock market Investments
  • Retirement planning
  • Children Education planning
  • Asset and portfolio management
  • Sophisticated investment vehicles
  • Alternative Investments
  • Succession estate planning
  • Income protection
  • Financial protection from unfortunate events

Moreover, he follows a holistic approach to financial planning where his clients are offered customized financial solutions based on their financial objectives, needs and goals by presenting a range of solutions to help grow and protect their savings and investments from currency devaluation, default risk, inflation, … etc. As an investment expert, Zahi uses professional analytic techniques in order to provide the right service and makes sure that all of the investments have a legally robust structure and are investment grade products that offer some form of investor protection.

Zahi thoroughly enjoys meeting with his clients, he has a passion for investment management and helping clients grow their wealth. He always makes sure that his clients are happy with the advice given, are on track with their own financial goals and are making profits on their investment portfolios. He is well known for his honesty, exceeding clients’ expectations and following through on commitments.

Qualifications

  • MBA In Finance

  • CISI level 4

Book your free consultation with Zahi


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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.