September 2021

Alpha UK Holdings acquires a stake in Holborn Financial

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As indicated in a recent newsletter, I am delighted to confirm Alpha UK Holdings has acquired a majority stake in Holborn Financial.

Alpha UK Holdings is an affiliate of AlphaWealth (“Alpha”), a leading South African investment and advisory business that provides bespoke financial services to global high net worth and family office clientele.

The reason for the acquisition is essentially twofold:

Firstly, it will bolster Holborn’s resources, enabling all our clients to continue to benefit from a high-quality level of advice and service.

Secondly, it will allow Holborn to provide advice to a select number of UK-resident international clients introduced by Alpha and others.

Founded in 2004, Alpha is a South African business with an international presence, advising clients and managing investments in a variety of locations with a focused mandate to “keep it simple”.

Commenting on the acquisition, Kerry Fynn, AlphaWealth Group CEO said: “Alpha’s deliberate decision to expand its UK presence through this acquisition facilitates an ability to support the growth of Holborn Financial through a broad network and concurrently provides continuity to existing clients, with an intention to improve on an already premier service offering.”

I am delighted to confirm there will be no change in your day-to-day dealings with Holborn. Should you have any questions or concerns, please do not hesitate to contact me or any of the Holborn team.

We look forward to continuing to work with you over the months and years ahead.