2. Vision: To be the Financial
Services Group of choice
in the UAE.
Mission: To provide quality
advice and service that will
put the right money in the
right place at the right time
with integrity and respect
for all.
3. Our team is split across 3 divisions which reflect the markets we
serve and helps us to focus expertise in the best way. These are:
Holborn Assets
Our team at Holborn Assets provide investment advice and
insurance services to individuals in the expatriate community
Holborn Employee Benefits
Our Employee Benefits company caters to the multinational
corporate community and work with HR professionals to
develop a range of employee benefits best structured to meet
market needs.
Holborn Management Services
Through this division we arrange a variety of structures –
offshore companies and trusts – together with mortgage
services, taxation advice and wills.
The Holborn Group
The Holborn Group is a rapidly expanding group of businesses
whose focus is on the growth, protection and preservation of
individuals’ financial assets. Based in Dubai we are now one of the
largest Independent Financial Advisory Service companies operating
in the GCC.
Since the company was formed in 1999 we have established a
reputation for service and integrity which few can match. Our
advisors are well qualified and bring to the table the best technical
knowledge available. In a market that is largely unregulated we
comply with the highest standards of the UK regulatory environment
and ensure our clients are provided with advice that meets their
unique and specific needs.
We work with individuals and corporates to provide clients with up
to date and accurate advice which has seen us build a customer base
of over 15,000 individuals. We aim to retain our clients in long term
relationships and continue to build on this base largely through
referrals.
4. Holborn Assets Holborn Assets is core to our business. With our large team of
qualified Independent Financial Advisors we support an
extensive client base of individuals who live and work in the
expatriate community of the GCC. We look for long term
relationships and aim to secure this by providing the best
independent advice and service supported by a first class back
office administrative system.
At first contact with new clients we conduct an extensive fact
finding exercise to understand fully individuals’ needs from
both an investment, personal and asset protection viewpoint.
Beyond this we aim to meet clients regularly so that we have a
continued free flow of information should there be changes in
personal circumstances and/or market and legislative
conditions.
We provide the following key
services in which our expertise is
second to none:
• Investment Advice
• Wealth Management
• Life Insurance
• Medical Insurance
• Critical Illness Cover
• Education Planning
• Wills and Trusts
5. Holborn Employee
Benefits
Established in response to the growing demand for a quality
and competitive approach in the provision of omprehensive
employee benefits packages to the corporate sector,
Holborn Employee Benefits looks after the interests of
multi- national corporations. These groups will almost
certainly have a benefits structure in place but will be
looking to enhance the quality and competitiveness of their
current offerings.
Our Employee Benefits team has an unrivalled knowledge
of the many providers and their range of benefits. The
team’s core strength is its understanding of the contractual
and pricing terms embedded in Provider Agreements. We
understand that the “devil is indeed in the detail” and are
often able to secure significant improvement to the service
offering.
The following are amongst
the services we offer:
• Group Risk including:
• Medical
• Life
• Disability
• Income Protection
• Corporate Pensions
• Funded Gratuity Schemes
• Share Option Plans
• Affinity Schemes
6. Holborn
Management
Services
Our Management Services Division encompasses a
range of services which are often an addition to the
classical needs individuals have as they plan their
investment strategies and which are designed to provide
specialist forms of asset protection. We have a dedicated
team with particular experience in the more
sophisticated offshore structures which in a global
economy with a variety of tax regimes can provide
effective solutions to wealth preservation.
These structures and services include:
• Offshore Company Formation
• U.A.E.FreezoneCompanyFormation
• Offshore Banking Services
• Taxation Advice
(in partnership with Vantis)
• Will Writing
• Mortgage Services
In addition team members have extensive
experience in corporate work outs,
restructuring and exit strategies which we
bring to bear where a client’s principal asset
may well be the business enterprise they run
and control.
7. Individuals, heads of major banks,
financial institutions and
insurance providers together with
senior HR professionals in
corporate entities come to us at
The Holborn Group because:
• Our reputation is unrivalled
• We provide technically first rate
independent advice
• We know that service is all and
we adhere to that maxim
8. The Holborn Group
P.o. Box 333851, Level 15 Al Shafar Tower Tecom Dubai UAE
Tel: +971 (0) 4 457 3800 Fax: +971 (0) 4 457 3999
