Business Details
28 Years
experience
Trusted Financial Advisers for Expats Worldwide
Established in 1998, Holborn Assets is a leading global financial services company with over 20,000 clients across 18 international offices. Our British family-owned business specialises in providing independent financial advice, wealth management, and tailored solutions for expatriates and high-net-worth individuals. With $2 billion in assets under management, we combine over two decades of industry expertise with a client-centric approach, prioritising integrity, transparency, and long-term financial security. Our team of qualified financial advisers operates under stringent UK regulatory standards while catering to diverse client needs through holistic financial planning.We maintain a global footprint with a strong presence in Dubai, the UAE, and key financial hubs worldwide, ensuring clients receive culturally attuned advice and innovative investment strategies. Our commitment to continuous professional development ensures our advisers remain at the forefront of industry best practices, delivering sustainable financial solutions that adapt to evolving market conditions.
Services
Financial Advice
Investments
Insurance
Mortgages
Pensions
Wealth Management
Retirement Planning
Citizenship by Investment
Property Investments
Tax Planning
Details
- Year established: 1998
Highlights and features
- We have over 25 years of experience in international financial planning
- Our team includes CFA charterholders and Chartered Institute members
- We maintain 18 global offices with local market expertise
- We implement holistic financial planning with tax-efficient strategies
- We offer ongoing portfolio management with regular performance reviews
Associations and certifications
- Chartered Insurance Institute
- London Institute of Banking & Finance
- Chartered Institute of Securities & Investment
- CFA Institute
Services
Financial Advice
Our expert financial advisers provide tailored guidance for expatriates and high-net-worth individuals. We specialise in cross-border financial planning, helping clients navigate complex international tax regulations and investment opportunities. With qualified professionals from multiple jurisdictions, we deliver culturally attuned advice that considers both current and future financial needs. Our holistic approach ensures comprehensive wealth management strategies that adapt to changing life circumstances and market conditions.
Investments
We offer diversified investment solutions tailored to individual risk profiles and financial goals. Our investment strategies combine active and passive management approaches across global markets. Clients benefit from regular portfolio reviews and access to exclusive investment opportunities in high-growth regions. Our team of CFA charterholders and investment specialists ensures optimal asset allocation while maintaining strict risk management protocols to protect capital in volatile markets.
Wealth Management
Our wealth management services integrate multiple financial disciplines to create cohesive long-term strategies. We address all aspects of financial life including tax planning, estate preservation, and multi-generational wealth transfer. With specialists in family office services and high-net-worth planning, we provide bespoke solutions that maintain wealth across borders and generations while ensuring compliance with international regulatory requirements.
Retirement Planning
We specialise in expatriate retirement planning with expertise in UK pension transfers and international pension schemes. Our advisers help clients navigate complex tax implications while creating sustainable income streams. We offer comprehensive retirement strategies that consider lifestyle goals, healthcare needs, and estate planning requirements, ensuring financial security throughout retirement while maintaining flexibility for changing circumstances.
Citizenship by Investment
Our dedicated citizenship and residency team provides expert guidance on global investment migration programs. We help clients explore opportunities for second citizenship, residency permits, and international tax planning through property investment schemes. With access to exclusive programs across multiple jurisdictions, we ensure compliance with due diligence requirements while optimising personal and financial benefits for our clients.
Questions
What financial services do you offer for expatriates?
We provide comprehensive financial services including investment management, retirement planning, insurance solutions, mortgage assistance, and tax-efficient wealth management tailored specifically for expatriates' unique needs.
How do you help clients with international financial planning?
Our qualified advisers specialise in cross-border financial planning, addressing tax implications, regulatory requirements, and investment opportunities across 18 international jurisdictions while maintaining UK regulatory standards.
What investment options are available through Holborn Assets?
We offer diversified investment portfolios including property investments, global equity funds, fixed income securities, and alternative investments tailored to individual risk profiles and financial objectives.
How do you ensure compliance with different countries' financial regulations?
Our advisers maintain qualifications from multiple jurisdictions and operate under appropriate regulation in all our operational regions, ensuring full compliance with local financial services legislation.
What makes Holborn Assets different from other financial firms?
We combine British regulatory excellence with international market expertise, offering culturally attuned advice through our 18 global offices while maintaining a client-centric approach with over 450 dedicated professionals.
How can I access my investment portfolio?
Clients have 24/7 access to their portfolios through our secure online platform, available on both desktop and mobile devices with real-time updates and comprehensive performance reporting.
Reviews (2)
Ruchika Kalra
Oct 05, 2020
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Save your money, keep it anywhere but do not trust these guys to manage it for you. They change their advisors, don't reply to emails and of course they don't disclose the redemption details of a scheme upfront. I've changed countries and have been following up on the best way to manage the funds that were managed by them - NO REPLY!
1 star because I cannot give 0 stars. Lost A LOT of money and haven't heard back despite follow ups.
1 star because I cannot give 0 stars. Lost A LOT of money and haven't heard back despite follow ups.
Mark Reed
Dec 07, 2018
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Thumbs up overall, got a call claiming that they could probably beat the price I am currently paying on my Life Insurance policy and fair plays they did beat it and now happily paying less for the same amount of cover. Cheers!
