Adrian Bradley

Adrian Bradley Email and Phone Number

Certified Financial Planner®| CISI Certificate in International Advanced Wealth Management | Cross Border Tax Specialist | Citizenship by Investment | Wealth and Investment Adviser @ Holborn Assets LLC
united arab emirates
Adrian Bradley's Location
Grand Bay, Rivière du Rempart, Mauritius, Mauritius
Adrian Bradley's Contact Details

Adrian Bradley work email

Adrian Bradley personal email

n/a
About Adrian Bradley

With several high-level qualifications and decades of experience, I am one of the most knowledgeable international cross border tax specialists you can find.Born in South Africa with UK roots, I graduated with a Bachelor of Commerce Degree, majoring in Marketing and Business Administration in 1992. I then travelled extensively, living in London and Sydney where I worked for Chase Manhattan N.A., Lloyds Bank and Deutsche Bank amongst others. I completed a Master of Business Administration Degree in 2002, and began my advisory career in 2005, predominantly providing corporate employee benefit advice. I completed a Postgraduate Diploma in Financial Planning and obtained the Certified Financial Planner® designation in 2013 and have been providing expert financial planning, wealth management and advice services to both businesses and individuals since then. I am a member of the Chartered Institute of Securities and Investment in the United Kingdom and hold a Level 4 Certificate in International Advanced Wealth Management, which I obtained in 2020.In 2019 I joined Holborn as a Senior Associate in their Johannesburg Office, but my family and I are now based in Mauritius, after we embarked on a life changing journey by opening the Holborn Mauritius office during the remnants of the COVID pandemic in 2021. I am now a Senior Partner and well versed in cross border financial planning, wealth and tax structuring, as well as global mobility and investment.My wife Melissa (the love of my life) and I have two beautiful daughters, and in my spare time I enjoy socialising and family time on the beach, golf, running, scuba diving and snow skiing (when I can find snow) I've been to Everest Base camp, run 3 ultra marathons, countless marathons and ½ marathons, am a PADI Advanced Open Water Scuba Diver and have a single figure handicap if I can get a game of golf in.My passion is assisting people structure their wealth in a way that helps them achieve both their personal and financial goals in life. I like to call myself the "co-pilot" in the journey through life - the journey is one travelled together with you - you have a destination in mind, and I will help navigate all the twists and turns and ups and downs to get there.Reach out to me directly here on LinkedIn by booking a meeting on the "Book a time with me" tab in my profile, email me at adrian.bradley@holbornassets.com visit us online at http://www.holbornassets.com or WhatsApp direct at +278 4237 4262

Adrian Bradley's Current Company Details
Holborn Assets LLC

Holborn Assets Llc

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Certified Financial Planner®| CISI Certificate in International Advanced Wealth Management | Cross Border Tax Specialist | Citizenship by Investment | Wealth and Investment Adviser
united arab emirates
Employees:
454
Adrian Bradley Work Experience Details
  • Holborn Assets Llc
    Senior Partner
    Holborn Assets Llc Jan 2021 - Present
    Mauritius
  • Holborn Assets Llc
    Senior Associate
    Holborn Assets Llc May 2019 - Dec 2020
    South Africa
  • Momentum
    Financial Planner
    Momentum Jul 2016 - May 2019
    Johannesburg Area, South Africa
    Certified Financial Planner®| Expertly helping to manage your wealth and journey though life | Grow your business | Holistic Financial Planning | Investment Management | Asset Allocation
  • Mmi Holdings Limited
    Regional Manager - Momentum Consult
    Mmi Holdings Limited May 2010 - Jun 2016
    Gauteng
    Regional Manager of Consultants assisting clients to structure and run their businesses to enhance its financial wellness, and be an employer of choice.
  • Alexander Forbes
    Head:New Business Operations
    Alexander Forbes Aug 2005 - Apr 2010
    Sales Management, Operations, New Business Development
  • Toot N Scoot
    Md
    Toot N Scoot Sep 2002 - Aug 2005
    Johannesburg Area, South Africa
    Started and ran the first business in South Africa to provide a service to take people and their car home if they were inebriated.
  • Thomson Reuters
    Marketing Executive
    Thomson Reuters Jul 2001 - Jun 2002
    Johannesburg Area, South Africa
    Head hunted from I-Net Bridge to manage and expand Reuters' e-commerce products and services in the Fund and Asset Management Industry in South Africa
  • I-Net Bridge
    Product Manager
    I-Net Bridge Oct 1999 - Jun 2001
    Johannesburg Area, South Africa
    Proprietary financial services software product manager - go to market strategy, design and implementation for the software product
  • The Backsky Group
    Operations Manager
    The Backsky Group Nov 1998 - Sep 1999
    Johannesburg Area, South Africa
  • Standard Bank Group
    Manager
    Standard Bank Group Nov 1997 - Oct 1998
    Johannesburg Area, South Africa
    Audit and redesign of Foreign Currency Investment account back office systems and procedures
  • Deutsche Bank
    Graduate Management Trainee
    Deutsche Bank Jun 1996 - Aug 1997
    Sydney, Australia
    Position offered varied and challenging opportunities in the areas of design, co-ordination and implementation of procedures to integrate the rollover of loan portfolios for clients into Deutsche back office systems. The process involved integrating the booking and tracking of option deals, between the dealing desk and our department. Involved in looking at and enhancing the deal-flow, capture and reporting systems used by the department.
  • Lloyds Bank
    Operational Specialist
    Lloyds Bank Apr 1993 - Feb 1996
    London, United Kingdom
    After graduating I moved to London and held various positions in the banking and financial services' environment during my travels around Europe. Employed by Lloyds Bank and Natwest Financial Services among others.

Adrian Bradley Skills

New Business Development Insurance Sales Management Business Strategy Risk Management Financial Services Management Investments Direct Sales Performance Management Management Consulting Consulting Business Analysis Strategy Business Planning Business Development Change Management Customer Service Business Process Improvement Account Management Strategic Planning Business Process Crm Banking Portfolio Management Strategic Financial Planning People Skills Financial Risk Financial Planning Wealth Management Retirement Planning Life Insurance Estate Planning Finance Financial Analysis Asset Management

Adrian Bradley Education Details

Frequently Asked Questions about Adrian Bradley

What company does Adrian Bradley work for?

Adrian Bradley works for Holborn Assets Llc

What is Adrian Bradley's role at the current company?

Adrian Bradley's current role is Certified Financial Planner®| CISI Certificate in International Advanced Wealth Management | Cross Border Tax Specialist | Citizenship by Investment | Wealth and Investment Adviser.

What is Adrian Bradley's email address?

Adrian Bradley's email address is ad****@****m.co.za

What schools did Adrian Bradley attend?

Adrian Bradley attended The Chartered Institute For Securities & Investment (The Cisi), University Of The Free State/universiteit Van Die Vrystaat, Gordon Institute Of Business Science, University Of Kwazulu-Natal / University Of Natal, Jeppe High School For Boys.

What skills is Adrian Bradley known for?

Adrian Bradley has skills like New Business Development, Insurance, Sales Management, Business Strategy, Risk Management, Financial Services, Management, Investments, Direct Sales, Performance Management, Management Consulting, Consulting.

Who are Adrian Bradley's colleagues?

Adrian Bradley's colleagues are Christopher Moxon, Jammie Villasenor, Sarah Ramsay, Jen Yong, Charlotte Thomson, Michael Hitchcock, Michelle Pierucci.

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