Holborn Assets

Holborn Assets are a global, award-winning financial services provider, who specialise working with international clients in over 100 different countries.

Established in 1998, Holborn Assets is a leading global financial services company that provides quality financial advice and wealth management solutions to the discerning international expatriate. We insist that our advisers are qualified and that they come to us with extensive experience and track records in the sector.

As a British, family-owned and run company we pride ourselves on delivering a superior experience to our circa 20,000 clients, via our 11 international offices, all supported by over 450 personnel. We are client-focused, which means more than just delivering excellent products and solutions, world class innovative service and best in class financial advisers; it’s also about fixing things when they go wrong and ensuring you have total peace of mind.

Our operations in Portugal are regulated under EU laws and directives. These are primarily the Markets in Financial Instruments Directive (II) and the Insurance Distribution Directive.

Our services include: 

  • Portugal Citizenship Visa – Golden Visa
  • UK Pension Transfers and Analysis
  • Lump Sum Investments
  • Portuguese Compliant Tax Bonds/Wrappers
  • Tax Planning including Inheritance Tax Planning and Capital Gains Tax
  • Retirement Planning
  • Estate Planning



“Jason has been exceptional in guiding us through our first steps in the investment market. No question was too trivial and no complicated pages of rubric and legalese were beyond their powers of clarification and explanation. My wife was not sure at first but Jason very patiently went through all the “whys and wherefores” one more time for her benefit and eased some of her worries. The paper-chase of forms and questionnaires was long but Jason and Beth filled in most of them for us, which was a great help and they even made last minute amendments without any fuss. Thank you both very much!” Colin and Chantil

“As first time investors we were a little apprehensive and unsure of what was involved in making an investment, but after an excellent briefing by Mr Swan we were confident to go ahead. We were encouraged to ask questions no matter how trivial we thought they were. He and his staff are very helpful efficient and friendly and do not try to ‘blind you with science’. We have no hesitation of recommending this company to anyone.” Maggie

Website: Holborn Assets

Email: Jason.Swan@holbornassets.com

Phone: +351 920 191 918