Wealth Management
Wealth management is a comprehensive service that helps you grow and preserve wealth to create your perfect financial future
Holborn Assets, a world leading, multi-award-winning financial services firm, has a long history of providing excellent and specialist Wealth Management advice to the expat community. We are the first and only Western financial advisory company to have been granted a full regulatory licence from KSA’s Ministry of Investment and are therefore in a unique position to help expats living in Saudi manage their wealth as effectively as possible.
We proudly manage over $2 billion in wealth for more than 20,000 clients worldwide, and our services have been recognised with numerous awards. Our operations span across 18 countries, serving expatriates and high-net-worth individuals with unparalleled financial guidance. No matter where you are in your financial journey, our team is ready to assist you. Get in touch with a local adviser based in Saudi Arabia today.
Understanding Wealth Management
In recent years, personal wealth has seen a significant global increase. From 7.7 million high-net-worth individuals (HNWIs) in 2002, the number soared to 22.5 million by 2022. With this growth comes a greater need for effective wealth management. This service is comprehensive, addressing every facet of your financial life to ensure holistic management of your assets.
Wealth Management in Saudi Arabia
Saudi Arabia, home to approximately 350,000 millionaires, presents unique financial management needs. For global citizens residing here, wealth management is crucial, especially when navigating complex financial landscapes like taxation and Sharia financial laws. Our local experts in Saudi Arabia are ready to meet with you and explore how our wealth management services can benefit you.
Why a Wealth Management Strategy is Essential
A personalized wealth management strategy is more than just a financial plan; it’s a crucial tool for those with intricate financial needs. It ensures the growth and protection of your assets, helping you achieve your personal and financial goals.
The Advantages of Wealth Management Services
Wealth management offers a comprehensive approach to financial planning, equipping you with the necessary tools and insights to secure your financial future. A wealth manager simplifies the process of optimizing your wealth, making it easier to achieve both your short-term and long-term objectives.
Wealth Management for Families
For high-net-worth families, transferring wealth to future generations involves complex considerations, including significant tax implications. Our family wealth management service provides a structured approach to efficiently pass on your assets to your heirs.
Wealth Management vs. Asset Management
While wealth management and asset management are similar, they serve different purposes. Understanding these differences is key to determining which service aligns best with your financial goals. Our experts in Saudi Arabia are available to guide you in making the right choice.
Choosing the Right Wealth Management Firm
Selecting the appropriate wealth management firm is a critical decision. You need a trusted partner who will make financial decisions that align with your best interests. We understand the importance of this choice and are here to guide you.
Holborn Assets are the first and only Western financial advisory company to have been granted a full regulatory licence from KSA’s Ministry of Investment and are therefore in a unique position to help expats living in Saudi manage their wealth as effectively as possible.
Wealth Management for HNWIs
The number of HNWIs has more than doubled in the past two decades. As wealth increases, the need for specialised financial services, like private banking, becomes more apparent. Our wealth management services for HNWIs are designed to ensure continuous growth and protection of your wealth. This includes tax planning to minimize tax liabilities and strategic risk management to safeguard your assets.
Planning for Retirement with Wealth Management
As life expectancies increase, so does the time spent in retirement. Effective retirement planning is crucial, and wealth management plays a vital role in ensuring you are financially prepared for this phase of life.
Finding the Right Personal Finance Approach
While wealth management is often associated with HNWIs, it’s not exclusive to them. Anyone with complex financial needs can benefit from these services. However, not everyone requires a comprehensive approach. It’s essential to find a service that aligns with your specific needs and goals. Wealth management and financial planning, while similar, cater to different requirements.
At Holborn Assets, we are committed to guiding you through the complexities of financial management, ensuring your wealth is not just preserved but also flourishes. Contact us today to discover how we can assist you in achieving your financial aspirations.
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