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The Holborn Group

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The Holborn Group

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.

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 AssetsOur team at Holborn Assets provide investment advice and insurance services to individuals in the expatriate community

Holborn Employee BenefitsOur 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 ServicesThrough 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 businesseswhose focus is on the growth, protection and preservation ofindividuals’ financial assets. Based in Dubai we are now one of the largest Independent Financial Advisory Service companies operatingin 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.

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

Holborn EmployeeBenefits

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 amongstthe services we offer:

• Group Risk including: • Medical • Life • Disability • Income Protection• Corporate Pensions• Funded Gratuity Schemes• Share Option Plans• Affinity Schemes

HolbornManagementServices

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. Freezone Company Formation• 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.

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

The Holborn GroupP.o. Box 333851, Level 15 Al Shafar Tower Tecom Dubai UAE

Tel: +971 (0) 4 457 3800 Fax: +971 (0) 4 457 3999