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Holborn Assets UK

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Romeo Stefanutti

Senior Partner
Romeo Stefanutti, Holborn Assets

[email protected]

+27 3198 00129

About Romeo

Romeo Stefanutti has nearly 20 years of experience in the financial services industry. His extensive experience has enabled him to develop a proven strategy that he successfully applies to his clients' portfolios.

 

Firstly, Romeo understands the individual needs of his clients. Only then does he appropriately advise on the best-suited risk and investment solutions tailored to each client’s circumstances. He focuses on capital protection, tax efficiency and capital appreciation. Romeo’s clients range from family trusts, high net worth individuals, companies and charitable organisations.

 

As a registered Wealth Manager, he offers the following services: estate planning, local and offshore pension advice, retirement planning, bespoke investment portfolios, tax efficient structures and investment solutions that enable his clients to achieve their financial objectives.

 

Romeo is consistently a top performer. He has received numerous production and quality awards over the last 20 years. As a Wealth Manager, he will undoubtedly add value to your financial well-being.

 

Qualifications

 

  • RFP 3, National Certificate in Wealth Management
  • Certificate in Business Building and Corporate Venturing
  • RE 5
  • CISI III, International Certificate in Wealth and Investment Management
  • CISI IV, International Advanced Certificate in Wealth and Investment Management

 

 

 

 

Romeo Stefanutti, Holborn Assets

[email protected]

+27 3198 00129

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    Why choose Holborn?

    Our aim is to help individuals and businesses achieve their financial goals with a straightforward approach.

    Tell us about your current situation, what your financial goals are, and when you would like to reach them. Based on your goals, we develop a practical plan designed specifically for you.

    We will discuss the bespoke plan with you and agree on the course of action you want to take. While the final decisions are yours, our qualified financial experts are here to help & provide guidance for you both now and in the future.

    All our advisers come from the UK and similar jurisdictions where regulations are tight. Having a regulatory-driven background means that our advisers approach financial planning in a holistic, compliant manner.

    We are not sales driven. We have unmatched relationships with the best product providers. This means we can offer superior investment and protection solutions for the increasingly sophisticated expatriate community we serve.

    We would like to personally welcome you and your friends to become satisfied clients of Holborn Assets. If, at any time, you feel we fall short in the advice and service we offer, then please contact our friendly client services team.