DUBAI, United Arab Emirates--(BUSINESS WIRE)--Holborn Assets, the Dubai headquartered, global financial advisory firm, today announced they have entered into an exclusive strategic partnership with award-winning UK Asset managers, Canaccord Genuity Wealth Management (CGWM), to launch the Holborn Exchange Discretionary Portfolio Service, HEX-DPS.
Holborn has stated that the partnership is designed to combine Holborn’s online aggregation platform and client-facing services, with CGWM’s investment management services to provide a vastly improved overall proposition to clients.
The new partnership will see CGWM design and monitor more than 40 model portfolios across seven regular premium platforms in multiple currencies and risk profiles, covering more than 650 million of assets. A further option for lump sum and pension contracts will shortly follow.
Riyad Adamou CCO commented: “after months of hard work we are delighted to finally be able to announce our partnership with CGWM. HEX-DPS combines an already market leading service and IT proposition with the robust and trustworthy money management methods of Canaccord, the net result being a comprehensive and proactive service that is unrivalled in the offshore world.”
The HEX-DPS proposition has already been rolled out to all existing Holborn clients - including those internationally - and is available to anyone who holds an offshore regular premium contract through the major international Life Companies.
Simon Parker, Holborn Assets’ Chief Operating Officer announced: “The partnership with Canaccord Genuity Wealth Management demonstrates our intent to offer the very best proposition, both to our consultants and to our clients. 2017 was a transformational year for Holborn and I am delighted to say that the momentum has carried through to 2018, as the company continues to make giant strides forward.”
Holborn Assets is recognised as one of the leading advisory companies in the international market having reported increases in revenue of 57% in 2017 and has recently expanded operations into Malaysia, South Africa and Hong Kong with plans to open up further offices this year.
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About Holborn Assets
Holborn Assets is a global financial services group and a leading financial advisory firm based in Dubai. Established in the Emirates for over 20 years, the business has expanded to operate throughout Europe, Asia, the Middle East and Africa.