New Business Development
Well the work placement at Holborn Assets was more than a placement year for me. The on-the job rotational training in all divisions was an amazing experience that gave me the opportunity to learn and...
Assistant Portfolio Manager
The experience I have had with Holborn Assets has literally been life changing, it's completely opened up my future options and helped me to re-evaluate my career goals and aspirations, it is one of t...
Digital Marketing Assistant
Well to start with working for Holborn Assets enabled me to be able to go and work in Dubai for 7 months and then Sri Lanka for a further 7 months. My placement was a great practical learning experien...
About Holborn Assets
Holborn Assets is a fast growing global financial advisory group based in Dubai. Independently owned, it offers impartial and highly specialized services in personal and corporate wealth management. With an unrivalled network of relationships with the best providers throughout the financial industry and long experience serving the highly sophisticated expatriate community, Holborn Assets can provide tailored advice in a full range of areas, including pensions, insurance, financial planning, mortgages, investments, wills, estate planning and business management.
Long Record of Expertise and Rapid Expansion
The company, established in Dubai in 2000, has experienced rapid expansion in the recent years, both in the Emirates and abroad. At present, Holborn Assets have branches in the UK (Manchester), Ireland (Dublin), South Africa (Kwa Zulu Natal) and India (Mumbai), complying with the strictest regulatory requirements in the respective countries. Besides these permanent offices, the international pension teams regularly visit other locations to serve clients throughout the UK, Europe, Middle East, Africa and other regions.
Substantial investments in technology and infrastructure have been made to support this growth. In 2012 the Dubai headquarters moved to a brand new office complex in the Tecom area of Dubai Internet City, in order to provide a more efficient and better accessible service to the fast growing customer base.
The company’s vision is to be the independent financial services group of choice in the Emirates. Holborn Assets already enjoy a strong reputation for expertise in expatriate financial planning and wealth management; their reputation for customer care and integrity is second to none in the financial industry.
Treating Customers Fairly and Evidence-Based Approach
Treating customers fairly is the core of Holborn Assets values. Clients’ interests always come first and all advisers work with the primary objective of solving problems and satisfying the particular client’s unique needs, rather than selling financial products. Besides strict independence from individual product providers, full objectivity is integral to all communication with clients. Advisers strive to always disclose and explain all advantages and disadvantages of a particular recommendation, including all possible risks, costs and tax implications, which are often a great concern in the complex world of expatriate finance.
A strictly evidence-based approach is applied throughout the investment and financial planning process. Investment strategy is formulated and individual clients’ portfolios are constructed in line with the latest academic research, relying on proven performance-enhancing factors rather than hype or overly active trading which only leads to excessive costs and risks.
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