Our Business
Jonathan Ralph is a Senior Wealth Manager and Residency & Citizenship by Investment specialist at Holborn Assets, one of the largest wealth management consultancies in Europe. With over $2.5bn funds under management, our financial advisers and support staff are members of the Chartered Insurance Institute and Personal Finance Society in the UK (or local equivalent). We are also expats in the EU, and highly experienced in dealing with the challenges that come with it. We commit to excellence in everything we do, and are well-equipped to handle all your financial planning needs.
Our Commitment to You
We take our role as financial advisers extremely seriously. It is a privilege to be entrusted with the management of your assets and we will perform our duties with respect and diligence.
Our client focus allows us to deliver a first-class service. Our qualifications and experience allow us to deliver outstanding results. Our passion for what we do means that we treat our clients like family members.
About Jonathan
Jonathan Ralph is a UK national and seasoned expat. He began his career in China, before moving on to positions in France, the UK and eventually settling in Spain. He holds a first-class honours degree from the University of Bath and the Diploma in Regulated Financial Planning from the Chartered Insurance Institute. He is passionate about personal finance, and helping people to achieve the lifestyle of their dreams through smart decision making.
Attracted by the opportunity to build an outdoor-focused lifestyle in the sunshine, Jonathan now lives in a country house on stunning Mallorca. When not advising clients on their wealth management position, Jonathan enjoys mountain hikes, barbecues with friends and long days at sea.
Our Values
Honesty
We will always disclose all relevant information and act with the utmost integrity.
Transparency
We will communicate openly and be available to clarify issues when called upon.
Partnership
We will honour the trust placed in us and defend your long-term interests.
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.
