Holborn Assets
“Can a large independent financial advisory firm serving international expatriates build a scalable, tech-enabled wealth and insurance distribution platform across multiple regulatory jurisdictions?”
Founded in 1998 as a traditional independent financial advisory firm serving British and international expatriates in Dubai, Holborn Assets has steadily grown into one of the largest IFA firms globally, with $2bn+ AUM and 24,000+ clients across 100+ countries. The firm has expanded via regulated entities in the DIFC and Cyprus, enabling EU/EEA investment services distribution. In 2025, Holborn moved to digitise its onboarding infrastructure by integrating AI-powered identity verification (Onfido + Entrust), signalling a shift toward a technology-enabled advisory model for a global expatriate client base.