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Werner Bothma is listed as Senior Associate at Holborn Assets | Citizenship/Residency by Investment specialist | Global Wealth and Tax Structurer | UK property specialist at Holborn Assets LLC, a company with 454 employees, based in City Of Johannesburg, Gauteng, South Africa. AeroLeads shows a work email signal at holbornassets.com and a matched LinkedIn profile for Werner Bothma.
Werner Bothma previously worked as Senior Associate at Holborn Assets Llc and Offshore Wealth Consultant at Worlds Largest Ifa. Werner Bothma holds International Certificate In Advanced Wealth Management: Applied Financial Advice And Management, Level 4 Uk Qualification from The Chartered Institute For Securities & Investment (The Cisi).
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With more than a decade of experience in the financial industry, I’ve cultivated a deep and comprehensive understanding of various crucial areas, including Tax Planning, Investments, and Offshore Planning. Throughout my career, I’ve had the privilege of guiding numerous clients through complex financial landscapes, helping them to optimize their tax situations, make informed investment decisions, and navigate the intricacies of offshore financial strategies.Currently, I am proud to be part of the team at Holborn, where we are dedicated to providing our clients with unparalleled expertise and integrity. Our commitment to excellence is reflected in our diverse and extensive range of products, as well as our strategic joint ventures. This collaborative approach allows us to offer a level of service in personal and corporate wealth management that is truly unmatched.At Holborn, we specialize in crafting bespoke global portfolio strategies tailored to meet the unique needs and goals of each client. Whether working with individuals or corporations, our focus is on delivering personalized solutions that drive success and growth. It’s incredibly rewarding to be part of an organization that places such a high value on delivering exceptional service and building lasting relationships with our clients.
Listed skills include Retirement Planning, Wealth Management, New Business Development, Pensions, and 13 others.
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South Africa
‘To provide quality advice and service that will put the right money in the right place at the right time with integrity and respect for all.’Holborn is a global financial services group and a leading financial advisory firm based in Dubai. Established in the Emirates for over 20 years, the business has expanded to operate throughout Europe, the Middle.
Sandton
During my time I advised and retained a range of clients by creating deep and trusted relationships and helped them achieve their financial goals. I worked with my team to create a portfolio of clients. My particular areas of expertise sits around mitigating exposure to unnecessary taxes on assets, such as capital gains tax, estate duty tax, inheritance.
Sandton
Assist individuals with their frozen UK pensions and off-shore Tax efficient investments.
Other employees you can reach at holbornassets.com. View company contacts for 454 employees →
Nick Thompson
Colleague at Holborn Assets Llc
United Arab Emirates, United Arab Emirates
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EH
Ellie Horsefied
Colleague at Holborn Assets Llc
Greater Manchester, England, United Kingdom, United Kingdom
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DW
Don Wickramasinghe
Colleague at Holborn Assets Llc
Sri Lanka, Sri Lanka
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JB
Jennifer Batac-Ownhouse
Colleague at Holborn Assets Llc
Dubai, United Arab Emirates, United Arab Emirates
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PB
Paul Barrass
Colleague at Holborn Assets Llc
United Arab Emirates, United Arab Emirates
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MA
Morrise Andrei Jordan
Colleague at Holborn Assets Llc
Dubai, United Arab Emirates, United Arab Emirates
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NH
Nasrudien Hoosain
Colleague at Holborn Assets Llc
United Arab Emirates, United Arab Emirates
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CT
Charlotte Thomson
Colleague at Holborn Assets Llc
Hong Kong, Hong Kong SAR, Hong Kong
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KV
Kelvyn Vallester
Colleague at Holborn Assets Llc
Philippines, Philippines
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HP
Hiruni Prabhashini
Colleague at Holborn Assets Llc
Sri Lanka, Sri Lanka
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International Certificate in Advanced Wealth Management: Applied Financial Advice and Management
Quick answers generated from the profile data available on this page.
Werner Bothma works for Holborn Assets LLC.
Werner Bothma is listed as Senior Associate at Holborn Assets | Citizenship/Residency by Investment specialist | Global Wealth and Tax Structurer | UK property specialist at Holborn Assets LLC.
AeroLeads has found 1 work email signal at @holbornassets.com for Werner Bothma at Holborn Assets LLC.
Werner Bothma is based in City Of Johannesburg, Gauteng, South Africa while working with Holborn Assets LLC.
Werner Bothma has worked for Holborn Assets Llc and Worlds Largest Ifa.
Werner Bothma's colleagues at Holborn Assets LLC include Nick Thompson, Ellie Horsefied, Don Wickramasinghe, Jennifer Batac-Ownhouse, and Paul Barrass.
You can use AeroLeads to view verified contact signals for Werner Bothma at Holborn Assets LLC, including work email, phone, and LinkedIn data when available.
Werner Bothma holds International Certificate In Advanced Wealth Management: Applied Financial Advice And Management, Level 4 Uk Qualification from The Chartered Institute For Securities & Investment (The Cisi).
Werner Bothma is listed with skills including Retirement Planning, Wealth Management, New Business Development, Pensions, Management, Portfolio Management, Direct Sales, and Funding.
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