About Holdun
Holdun is a Financial Services company based in Nassau (Bahamas) founded in 1873, and was acquired by Saffery Champness in May 2022. Wealth management and financial services are offered by Holdun. It operates on a Professional Services model. Its chief executive, as recorded, is Brendan Holt Dunn. Holdun offers products and services including Wealth Management, Private Deals, Tax Optimisation, and Succession Planning. Its focus areas include Financials, Asset Management and Wealth Management. Its legal entity is Holdun Family Office (Bahamas) Limited.
Company details
Comprehensive wealth management solutions are offered by Holdun for individuals and families. Services extend beyond traditional investments to include tax optimization, succession planning, and access to private investment opportunities. Alternative assets such as private equity, direct real estate, private credit, and venture capital opportunities are integrated to diversify and protect client wealth. A tailored approach is adopted to align with clients financial goals, lifestyle, and long-term legacy planning across key financial sectors.
- Headquarters Nassau, Bahamas
- Stage Acquired
- SectorsFinancial Services
- Email••••••••
- Phone•••• ••••
- Website holdun.com
- Social LinkedIn Facebook
- Acquired by Saffery Champness (May 2022)
- Legal Name Holdun Family Office (Bahamas) Limited
- Investors
- Acquired bySaffery Champness
(May 2022)
Products & Services of Holdun
Holdun offers a comprehensive portfolio of products and services, including Wealth Management, Private Deals, Tax Optimisation, and Succession Planning.
Comprehensive wealth management is provided for individuals and families.
Exclusive private investment opportunities are tailored to client needs.
Tax minimization strategies are offered to maximize client returns.
Future planning is facilitated to ensure smooth legacy transfer.
Investors in Holdun
Holdun has secured backing from 1 investor. Prominent investors backing the company include Saffery.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Saffery is recognized as a provider of tax and audit expertise. | saffery.com | United Kingdom |
Investor details for Holdun
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
Verified entity values are shown only after access is granted.
People of Holdun
5 people are tracked at Holdun (5 in leadership).
| Name | Role | Group |
|---|---|---|
Brendan Holt Dunn | CEO | Leadership |
Germaine Bullard | COO | Leadership |
Timothy McCarthy | President - Caribbean Region | Leadership |
Debbie Higgs | Head Of Human Resources | Leadership |
Filomena Rienzo | Acting Chief Marketing Officer | Leadership |
Complete people profiles for Holdun
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
Verified entity values are shown only after access is granted.
Timeline of Holdun
2 dated milestones of Holdun across 149 years, from founding to its latest funding, stage changes and deals.
- Founded Holdun is founded.
- Exit Acquired by Saffery Champness.
Web traffic of Holdun
The website of Holdun (holdun.com) receives about 2.1K visits a month.
- Monthly visits2.1K
▲ 194.2% vs previous month
Unlock complete access to The Company Check
Get unrestricted viewing across everything we track — from companies and brands to investors, funding rounds, acquisitions, financials, and more.
- Unlimited viewing on all profiles Companies, investors, financials, funding, acquisitions & directors
- Full access to every database India & global coverage, advanced filters and rich profile details
- Always-on access from your team account Single premium plan for everything you see on the portal
Related news about Holdun
Complete news archive for Holdun
Full article history, source details, and older brand coverage require an active premium plan.
- Full article archive
- Source and publication date
- Older coverage
- Brand-specific news history
Verified entity values are shown only after access is granted.
Frequently Asked Questions about Holdun
Holdun was founded in 1873.
Holdun is headquartered in Nassau, Bahamas.
Brendan Holt Dunn is the CEO of Holdun, as recorded in our data.
Comprehensive wealth management solutions are offered by Holdun for individuals and families. Services extend beyond traditional investments to include tax optimization, succession planning, and access to private investment opportunities. Alternative assets such as private equity, direct real estate, private credit, and venture capital opportunities are integrated to diversify and protect client wealth. A tailored approach is adopted to align with clients financial goals, lifestyle, and long-term legacy planning across key financial sectors.
Holdun offers Wealth Management, Private Deals, Tax Optimisation, and Succession Planning.
Holdun has 1 investor. Key investors include Saffery.
Holdun operates through Holdun Family Office (Bahamas) Limited.
Yes. Holdun was acquired by Saffery Champness in May 2022.