Expanding footprint Holborn Assets is actively expanding in Asia with new offices and an Asia website, presenting an opportunity to engage regional expats and local high-net-worth clients with tailored wealth management services.

Wealth app launches Recent launch of a wealth management app signals a shift toward digital advisory and self-service tools, offering a doorway to upsell digital advisory subscriptions and platform-based under management growth.

Awards credibility Multiple industry awards enhance credibility with clients and distributors, enabling collaboration opportunities, co-branded services, and partnerships with referents seeking reputable independent advisory providers.

Expats focus With over 20,000 clients in more than 100 countries and a Dubai headquarters, there is a strong value proposition for cross-border tax, retirement planning, and currency-hedged investment solutions targeting international ex-pats.

Scale and funding signals Revenue in the billion-dollar range and 200+ employees suggest capacity for enterprise-grade service offerings, white-label solutions, and strategic partnerships to extend distribution channels and client onboarding capabilities.