Portfolio & Asset Management
Holborn's portfolio and asset management services help you build and protect long-term wealth
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Innovative ways to build and manage your wealth
Holborn’s complete portfolio and asset management solutions are designed to meet the diverse needs of our clients.
Our approach to wealth management focuses on three key areas. We aim to protect your wealth, deliver strong returns and ensure continued future performance.
To do this, we need to understand our clients. We conduct a thorough review of your situation, goals and appetite for risk. By doing this, we can deliver the right solutions tailored to you.
Our portfolios are designed to weather volatile markets and deliver long-term financial success.
As an added layer of reassurance, our portfolios are registered in Luxembourg and Dublin. These locations are two of the most regulated in the world. So, you can relax knowing that your capital will remain safe and secure.
Risk is an unavoidable element of investing. However, we guarantee we will work tirelessly to reduce risk and smooth out any bumps along the road.
To find out more about our portfolio and asset management services, contact us using the form.
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Why choose Holborn Assets?
Certified Credentials
Our investment professionals hold a variety of prestigious investment qualifications from recognised professional bodies such as the Chartered Insurance Institute, London Institute of Banking & Finance, Chartered Institute of Securities & Investment and CFA (Chartered Financial Analyst) Institute. We encourage all advisers to keep studying to keep their qualifications relevant and up to date.
Registered and Regulated
We benefit from appropriate regulation in all our geographical areas of operation and have been operating successfully in the field of investments since 1998.
Strategic Credentials
Our strategy is about advising our clients on the investments that are best for their individual needs. We appreciate that it is your money, that you have worked hard for it and want to keep it and see it growing. We don’t believe in taking unnecessary risks. That’s why the portfolios we offer are diversified and our advice is focused on ongoing management and a steady hand over the long term.
History and heritage
Holborn Assets was established in 1998 and is widely considered to be the financial services company of choice in the expatriate market it serves. No other independent company can match our expertise or depth of proposition. We have therefore always felt at home headquartered in Dubai, the world's fastest growing City State and one of the economic wonders of the world.
Holborn Assets has regulated operations in Europe, Asia and South Africa. The corporate DNA that has underpinned our growth is simple: we are passionate about helping people put the right money, in the right place, at the right time.
We are a friendly, multi-award winning family company with an international footprint and British values of integrity and respect for all.
