About Us
As a group we are one of the largest offshore financial services companies in the Middle East. Our priority is to help each of our clients grow, protect, and enjoy their wealth, and we currently have over 50 trusted financial advisers and wealth managers providing sound financial planning advice around the region.
Holborn Assets delivers the highest level of financial planning, wealth management and legal services to clients in more than 70 countries around the globe. It is our sole aim to provide our clients with a world class financial services and wealth management organization, geared to help our clients achieve their hopes, aspirations and meet their individual needs.
Areas of Need
We provide our clients with help and advice in the following areas:
- Protection
- Retirement Planning
- Investments
- Savings
- Employee Benefits
- Banking
- Tax Strategies
- Succession and Inheritance Planning
- Mortgages
- Debt and Legal Services
How We Work
When looking at Portfolio construction there are a number of factors to take into consideration. We here at Holborn Assets take a holistic approach to looking after our client’s wealth. In essence this means we look at what you have done in the past, where you are now and more importantly where you want to be in the future.
We look at the following areas:
- Lifestyle for the future
- Asset Protection
- Asset allocation modelling based on your risk profile
- Client Balance sheet
- Fixed Assets - This would include property, mortgages etc and should comprise of between 10/20% of your portfolio.
- Medium Assets - This would include monies on deposit (UBS holdings) pensions, isas/peps. These assets will help you achieve your long term goals, and should be managed accordingly. You should look at holding between 60/80% of this in your portfolio.
- Current Assets - This should include monies on deposit (max 1 year term), cash in bank and easily trade able assets. Within this you should be holding between 10/20%.
We look at how we can help you build and maintain a lifestyle for the future, this can be done on a conservative basis or a growth basis, depending on the level of today’s lifestyle you want to have in the future. This is normally created from residual monies that are over and above your monthly expenditure.
Here we look at what you already have, and look at ways of preserving your capital and ensuring its buying power in the future. We do this by constructing strategic and tactical portfolios designed with your attitude to risk taken into account.
We will work with our clients in order to ascertain what their risk reward profile is and then design a bespoke portfolio that meets with their requirements. Once agreed a portfolio will be designed and once the asset allocation is agreed upon we would look to conduct strategic reviews on a quarterly basis to review the portfolio and ensure that it is on track to achieve its goals.
As a wealth management group we would design a client specific balance sheet that would show you all of your holdings. In essence we would look at the following balance sheet make up: