Right  money place time.

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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    "I feel for the first time in my life that we are 100% in control of our finances"

    We manage over $2billion of assets for over 20,000+ clients across the globe, helping them achieve their financial goals.

    Our areas of expertise

    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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