Our Areas of Expertise
Our Services
At AMG Wealth, we approach financial planning in a holistic and compliant manner. We always make sure that your money is put in the right place at the right time and you are treated with integrity and respect.
As part of our holistic approach, AMG wealth cherry-picks the best products and funds from our network of professional partners on your behalf. Our products and services provide growth in today’s markets for your financial future.
We believe that it is important our clients know exactly how their portfolios are performing at any time. Our partner's online platforms can be accessed from anywhere in the world using your laptop or a mobile device such as a phone or tablet. Our advisers are always on hand to answer every question you may have and help you build the right plan to achieve your financial goals.
We are committed to treating our clients with respect. Our team of experienced professionals identifies the opportunities that build and protect your wealth. Our core values such as honesty and integrity play an important role in providing sound investment and wealth management for you.
We remain focused on offering high-quality financial services to our clients. Contact us today to learn how you can benefit from them and broaden your financial horizons.
Why choose Holborn Assets to help you invest
1. Certified Credentials
Our investment professionals hold a variety of prestigious investment qualifications from recognised professional bodies such as the Chartered Insurance Institute, London Institute of Banking & Finance, Chartered Institute of Securities & Investment and CFA (Chartered Financial Analyst) Institute. We encourage all advisers to keep studying to keep their qualifications relevant and up to date.
2. Registered and Regulated
We benefit from appropriate regulation in all our geographical areas of operation and have been operating successfully in the field of investments since 1998.
3. Strategic Credentials
Our strategy is about advising our clients on the investments that are best for their individual needs. We appreciate that it is your money, that you have worked hard for it and want to keep it and see it growing. We don’t believe in taking unnecessary risks. That’s why the portfolios we offer are diversified and our advice is focused on ongoing management and a steady hand over the long term.