Holbornassets.co.

uk

Our Mission
Our reputation for customer
care and integrity is second to
none in the financial industry. To
maintain this privileged position
we seek strong candidates to join
Holborn Assets Limited as
financial advisers. You will need
to demonstrate a successful track
record of at least 5 years in the
industry and, above all, the
highest levels of integrity in order
to meet our standards. We recruit
from all over the UK.
http://holbornassets.co.uk/

Introduction

Holborn Assets is a leading international financial services company which has

associations with the industry's leading institutions that specialise in Personal and
Corporate Wealth Management. Holborn Assets offers a full range of financial
solutions to meet the needs of the International market. We provide the expertise and
resources that your wealth deserves. Our approach is traditionally conservative,
focusing on a strong balance between opportunity and risk and yet always seeking to
enhance performance. Holborn Assets offers a wide range of Financial Services and
have offices in the UAE, UK, Spain, South Africa and more in the process of opening
with 200 employees working for them and that number increasing everyday.

Run by a highly experienced team of qualified financial advisers with many years of
experience working with both UK based clients and expatriates. We primarily serve
British citizens who are either departing abroad to become expatriates or returning to
the UK. We specialize in all aspects of pensions, retirement and investment planning.
We assist our clients to build up retirement funds to meet their needs and on how best
to extract the benefits.
Holborn Assets UKis part of Holborn Assets LLC, a major international financial firm
based in Dubai. We provide a wide range of financial planning and advisory services
to both private and business clients. We have extensive experience particularly with
British citizens who live abroad, plan to become expats or are returning to the UK,
providing advice and solutions in the areas of international finance, taxes and
retirement planning. We also work with both individuals and institutions in the
international education sector. For more interesting information
http://holbornassets.co.uk/

Ethical investment

Ethical investment has been one of the fastest developing niche areas and trends in the financial industry in the
last decade. A growing number of people prefer to avoid investing in industries and companies which they
consider harmful to the world or otherwise incompatible with their values. Alcohol, gambling, weapons, animal
testing and nuclear energy are common examples of sectors excluded by ethical funds.
While some ethical investors avoid these industries completely, others merely restrict their share in their
portfolios to a certain small percentage (such as 5%). Furthermore, there is no universally valid list of unethical
industries what one person considers unethical and inappropriate may be totally acceptable to another.

Effects of Ethical Investing on Risk and Return

The obvious practical implication of being an ethical investor is narrower universe of funds or securities to
potentially invest in. As a result of voluntarily adding another set of criteria (i.e. ethics) besides risk and return
to portfolio construction process, it is likely that risk-adjusted performance will be slightly worse than in case of
an ethically unconstrained portfolio. In order words, return will be lower for the same level of risk or risk will be
higher for the same level of return. Moreover, ethical funds and plans may incur higher costs due to increased
complexity of the investment management process. It is essential that the investor understands and accepts
this before implementing an ethical investment strategy.

Holborn Assets UKEthical Investment Services

We understand the preference of some clients to invest ethically and at the same time achieve the best
possible risk-return performance while keeping costs reasonable. For these clients Holborn Assets UKhas
developed a core set of portfolios based on the strictest ethical criteria. Selection of these portfolios is still in
line with our general, evidence based investment approach (as far as reasonably possible).
For clients willing to accept that, a degree of hybridisation between the ethical and non-ethical portfolios may
lead to better risk-adjusted performance, while still taking the ethical factor into consideration (in other words,
getting the best of both worlds). As this may breach the ethical requirements of some clients who prefer a
stricter ethical approach, three sets of model portfolios are offered:
Full (non-ethically screened)
Pure Ethical
Hybrid Ethical
Standardisation of ethical portfolios enables us to offer a cost-effective service. As an alternative, a more
bespoke approach is available to clients who require that and are ready to accept a higher level of charges,
which are needed to cover the increased workload and time spent with the individual client on advice,
execution and ongoing reviews.

Principles

We understand that satisfied customers are the main driving force behind our
strong market position and reputation. Our commercial dealings always take
full account of the principles of Treating Customers Fairly (TCF). These
principles are integral not only to the way we interact with our clients, but to
everything we do.
Full Objectivity
We aim to always inform our clients, in full extent, not only about the benefits,
but also about all risks and costs associated with any product, service, policy
or plan we recommend.
Clear and Fair Information
We always make effort to inform our clients in a clear and fair way, avoid
misleading them, and try to make sure that our clients always understand
what they can reasonably expect from any product or service we recommend.
Customer Satisfaction
We aim to always honour all commitments we make to our clients and do our
best to meet all their expectations to their full satisfaction. If any
dissatisfaction should occur we will investigate the underlying cause and take
appropriate action whenever necessary.

Contact Us

Address:
Crossford Court, Dane Road
Sale, Cheshire, M33 7BZ

info@holbornassets.co.uk

Tel: +44 (0) 161 969 2646

Fax: +44 (0) 843 290 4480
Hours:
Monday 9:00 a.m. 5:00 p.m.
Tuesday 9:00 a.m. 5:00 p.m.
Wednesday 9:00 a.m. 5:00 p.m.
Thursday 9:00 a.m. 5:00 p.m.
Friday 9:00 a.m. 5:00 p.m.
Saturday Closed
Sunday Closed

Website
http://holbornassets.co.uk/
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United Kingdom