Asset & Portfolio Management

Investment solutions to match your needs

There is a world of investment options open to you outside South Africa and Holborn Assets can help you assess and find the most suitable opportunities likely to meet your needs and aspirations.

When investing offshore, we can help you determine how to get the money out, where to put it, what asset classes you should invest in, and how to structure your portfolio most tax-effectively.

We are independent of any product provider, which allows us to scan the world and source the most suitable investment opportunities for you from the global investment array of about 55,000 mutual funds.

Whether you are looking for capital growth or a reliable and sustainable source of income, we’ll help you put together a portfolio of investments that directly aligns with your requirements.

Our asset and portfolio management options include:

• A suite of model portfolios or tailor-made solutions giving you access to leading global investment managers.
• Bespoke portfolio management based on your risk appetite and return requirements.
• Full discretionary management options.

Let us partner with you on your investment journey so that you can benefit from the global investment opportunities available to you.