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Holborn Assets provide financial solutions and wealth management services in Portugal and globally.

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Who we are

Established in 1998, Holborn Assets are a financial services company with offices in key strategic global locations.

We specialise in financial advice geared towards the expatriate market, having won multiple awards for our work. Holborn Assets Portugal is part of the wider Holborn Assets Group. Our offices in Portugal provide financial solutions tailored towards international clients making Portugal their new home.

We offer a range of services, and all of our advisers have a wealth of experience and an expert understanding of the Portuguese market and local tax laws.

There is a reason why Holborn Assets is one of the world's leading wealth management companies. We believe in taking an honest, transparent approach, putting our client's needs above all else. So, you can be sure that you are in the best possible hands.

Our mission is simple; to offer our clients the expert advice they need to put their money in the right place, at the right time.

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Why Holborn are the financial services group of choice.

$2bn+

assets under management

20,000+

clients around the world

18

international offices

500+

members of staff

Our Areas of Expertise

Investments

Investments

Start building a stronger financial future today with tailored investment solutions designed around you.

Property Investments

Property Investments

With a complete end-to-end service, investing in property has never been more straightforward.

Tax Planning

Tax Planning

Helping you design tax-efficient financial plans to achieve your goals.

Retirement Planning

Retirement Planning

We solve the retirement equation for you while you enjoy life.

Estate Planning

Estate Planning

Effective estate planning ensures your wealth is protected and your loved ones are provided for financially.

Insurance

Insurance

Building a safety net for you and your loved ones to overcome every hardship.

Financial Planning

Financial Planning

Our tailored financial planning and tax reduction strategies are built with you in mind.

Portuguese Residency

Portuguese Residency

We help you understand Portuguese residency and optimise your tax structure in Portugal.

Download the Holborn Assets App

Experience a seamless, secure, all-in-one financial management solution that fits in your pocket

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We’re experts in bridging borders

We understand the challenges associated with moving to another country. We’ve even moved from the UK to Portugal ourselves!

Juggling complex tax rules and regulations between multiple countries is a complicated area that requires a high level of expertise and understanding. As cross-border financial planners, we have first-hand experience in dealing with the challenges faced by our international clientele.

At Holborn, we provide tailored advice aimed at helping our clients navigate the complex financial and taxation issues they face. We also offer effective tax reduction strategies to ensure our clients retain more of their wealth.

From international pensions and currency transfers to managing assets located in different countries, our team of experts can help.

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