Wealth Mangement

A holistic approach to managing wealth

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Next-gen wealth management strategies available today

Rising costs due to inflation are affecting everything from food to energy prices. As inflation rises and interest rates remain low, perhaps it would be wise to consider whether your savings could be in danger of losing value. The ideal solution would be to build an investment plan creating an opportunity to earn a return on that cash.

However, few people have the necessary financial knowledge and experience to design such a plan, make adjustments and review as markets fluctuate. When it comes to investments and wealth management, mistakes can be costly.

This is where Holborn’s experienced wealth managers can help you, minimising the chances of making a wrong decision. With more than 20 years of experience in the global financial markets, our advisers are able to identify your needs and design a fully customised wealth management plan that will allow you to achieve your financial goals.

Holborn can help you change your life for the better. Get in touch with us today.

Why choose Holborn Assets?

  1. 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.

  2. 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.

  3. 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 the UK, 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.

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