White Glove Service
Provides personalized and meticulous financial management, catering to the unique needs of each client with the utmost care and attention to detail, ensuring a seamless and luxurious experience. From tailored investment strategies to concierge-level client support our white glove service goes above and beyond to deliver unparalleled, VIP treatment in the realm of financial planning and wealth management.
Transparent Fees and Pricing
Clearly and openly communicating all costs associated with financial services, ensuring clients have a comprehensive understanding of the fees involved in their investment and advisory activities. By providing detailed breakdowns of charges and expenses, we uphold a commitment to openness and honesty, fostering trust and empowering clients to make well-informed decisions about their financial future.
Global Services
Our global services encompass offering comprehensive financial guidance and investment solutions across international markets, catering to the diverse needs of clients with assets and interests spanning multiple countries. From cross-border investment opportunities to navigating complex regulatory environments, our expertise provides tailored strategies to optimize wealth management on a global scale.
Efficiency
We have optimized processes and resources to promptly and effectively meet client needs, ensuring swift and accurate execution of financial strategies and transactions.
Confidentiality
We safeguard client information with the highest level of discretion and privacy, ensuring that sensitive financial details and personal data are kept secure and protected at all times.
Dependability
Consistently delivering reliable and trustworthy financial advice and services, instilling confidence in clients through a steadfast commitment to their financial well-being.
Holborn Assets
Why Holborn?
Partnering with Holborn Assets as an IFA has been highly beneficial for clients due to the company's extensive expertise and comprehensive wealth management services. Holborn Assets, being a leading, award-winning wealth management company with over $2 billion assets under management (AUM) across its global client base, offers tailor-made financial planning and wealth management solutions to help individuals reach their financial goals1.
By collaborating with Holborn Assets, we have provided our clients access to a wide range of financial services, including investment management, investment advice, tax planning, asset management, estate planning, and retirement planning. This partnership allows us to offer our clients a holistic approach to financial planning and investment, ensuring that their money is put in the right place at the right time. Moreover, Holborn Assets' commitment to treating clients with respect and providing a high level of expertise in addressing complex investment needs can enhance the overall financial well-being of our clients.
Ultimately, partnering with Holborn Assets empowers us to offer our clients the benefits of working with a leading wealth management company, providing personalized financial advice, peace of mind, and a fee structure that is simple and transparent. This collaboration enables us to align with their clients' needs and goals, ensuring that they receive expert guidance and support to secure and protect their financial future.
Contact us
Telephone: +34 951 08 61 20
E-mail: Jacob.Shelton@Holbornassets.com
Address: Urb. Alzambro, Local 3-1 Melior Vasari, 29660, Marbella (Malaga)
All rights reserved. Jacob Shelton International Financial Advisor
© 2019
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