Building Lives Without Borders
I believe wealth is ultimately a tool for creating freedom, opportunity and choice.
My work sits somewhere in the middle between investing, global mobility and lifestyle design. I help families use their capital intelligently to secure residency, citizenship and a long term international future.
Over the years, I have advised more than 200 families on €50m+ of their capital, helping investors build meaningful lives across Europe and beyond.
I believe wealth is ultimately a tool.
Not simply for generating investment returns, but for creating freedom, opportunity and choice.
The ability to live where you choose.
To access new cultures.
To build a future in more than one country.
To create opportunities for your children.
That belief has guided my own life and remains the foundation of my work today.
I became an investor before I became an adviser.
I did not enter financial services because I wanted to sell financial products. I entered because I was fascinated by the idea that intelligent investment decisions could create freedom, stability and opportunity.
Long before I became formally qualified, I was studying markets independently, reading financial news in my spare time and learning how capital could be used more intelligently. Eventually, my own investment activity began to outperform my day job, and friends started encouraging me to turn that knowledge into a profession.
I qualified through the Chartered Insurance Institute in the UK, completing my Level 4 qualification in just six months, before adding further qualifications in discretionary investment management, securities advice and dealing.
From there, I built an award-winning wealth management practice and soon specialised in residency and citizenship by investment. It felt like a natural extension of the same philosophy: helping people use their existing resources intelligently to create a better, freer and more international life.
Good advice is not about selling a programme.
It is about helping people make careful, long-term decisions with capital they have worked hard to build.
I understand the life my clients are trying to build.
My own life was shaped by movement across borders.
I grew up in the UK before moving to Belgium as a child. At 18, I moved to China, then the UK for university before living and working across France, Spain, Greece, Portugal and beyond.
That experience has given me a practical understanding of what it means to build a life internationally: the opportunities, the bureaucracy, the uncertainty and the sense of possibility that comes with creating a future in more than one country.
Today, I divide my time between Spain and Portugal, advising families who want to create their own European future.
Places that shaped my perspective
Why Investors Work With Me
Investor First
I entered financial services as an investor, not a salesperson. Every recommendation begins with the same question:
“Would I be comfortable making this investment myself?”
Independent Analysis
The residency and citizenship industry remains largely sales driven.
My approach is built on careful due diligence, critical thinking and a willingness to challenge conventional wisdom when the facts demand it.
International Experience
Having lived and worked across Europe and Asia, I understand the realities of building a life abroad.
My advice is informed by lived experience..
Long-Term Thinking
Residency is only the beginning. The most important outcomes can arrive many years later.
My focus is helping families build a successful long-term future.
Professional Standards
While I operate under my own personal brand, regulated investment and financial planning services are provided through Holborn Assets, an established international financial advisory firm. This structure allows clients to benefit from both personalised, relationship-led advice and the resources, infrastructure and compliance framework of a larger organisation.
My commitment remains the same: thoughtful advice, rigorous analysis and long term client relationships.
About Holborn:
Holborn Assets (est. 1998) is a financial services company with offices in global financial hubs. We specialise in financial advice geared towards the expatriate market, having won multiple awards for our work. We believe in taking an honest, transparent approach to financial management and are rated “Excellent” by our clients on Trustpilot.
Jonathan has been named as Holborn’s “Top Residency & Citizenship by Investment Adviser“.
