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Holborn Assets is an independently owned global financial advisory group offering wealth management services in South Africa
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Who we are
Holborn Management Services Pty Limited in South Africa is part of the Holborn Assets group of companies. Established in 1999, Holborn Assets is a leading, award-winning, International financial services company, specialising in independent financial advice to the expatriate market.
With over 60 qualified professional advisers in South Africa adhering to the company's mission which is to ensure that you get quality independent advice and service, that your money is put in the right place at the right time and that you are treated with integrity and respect.
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Why Holborn are the financial services group of choice.
$2bn+
assets under management
20,000+
clients around the world
18
international offices
500+
members of staff
Our Areas of Expertise
Insurance
Cost-effective insurance options designed to give you peace of mind, knowing you are covered should the worst happen.
Business Financial Planning
Create a financial roadmap and ensure your company continues to grow with business financial planning.
Retirement Planning
A retirement planning strategy gives you a clear roadmap to help you take control of your finances and build a more secure future.
Property Investments
With exclusive developments and tailored solutions, Holborn Assets makes property investments straightforward.
Citizenship by Investment
Our residency and citizenship by investment programmes open up a world of opportunities for you and your family.
Investments
We offer short and long-term investment solutions with a wide range of portfolio options to suit your goals and risk profile.
Financial Advice
Make informed decisions and secure your future with expert advice tailored to your needs and goals.
Wealth Management
Wealth management is a comprehensive service that helps you effectively manage, grow and protect your wealth.
Estate Planning
Estate planning is crucial to secure your legacy and ensure your loved ones are financially protected.
Currency Exchange
Learn more about our currency exchange services and make your money go further.
Tax Planning
Take a proactive approach to tax and ensure you are as tax-efficient as possible.
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Experience a seamless, secure, all-in-one financial management solution that fits in your pocket
Company Values
With Only the Client in Mind
At Holborn Assets, we start with our core premise of 'only the client in mind' and apply this to all aspects of our business. It means more than just delivering excellent products and solutions, world-class innovative service or best-in-class financial advisers; it's also about fixing things when they go wrong and ensuring you have total peace of mind.
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