OUR HISTORY

The Holdun legacy began with Sir Herbert Holt, who emigrated from Ireland to Canada in 1873. When he arrived to Montreal, he focused much of his energy on the construction of the Canadian Pacific Railway. Soon, Holt switched gears to become a pioneer developer in Quebec’s emerging energy industry. Along with a partner, he founded the Montreal Light, Heat & Power Company, now known as Hydro-Quebec.

He served as the Royal Bank of Canada’s President from 1908 to 1934, and remained a board member until his passing in 1941. His business acumen and wide array of expertise led him to become one of the most powerful influencers in the development of Canada’s modern economy. In his time, he wanted to ensure that prosperity would be preserved for his family for generations to come. Today, we stand as proof of his success.

Diversify your portfolio with our Innovative investment solutions

Holdun is an award-winning, experienced and independent, 5th Generation Family Office with over 30 years experience. Our innovative solutions, help families and businesses overcome the shortcomings of traditional assets by providing Alternative Investment opportunities that build wealth and security for generations.

30+

YEARS OF EXPERIENCE

$500+

ASSETS UNDER MANAGEMENT

3

GLOBAL LOCATIONS

6

UNIQUE AND ALTERNATIVE INVESTMENT FUNDS

At Holdun, we ensure that our goals are aligned with yours. We manage our family’s money 
alongside that of our clients and we invest our clients’ money as we do our own.

As a family, we recognized some years ago that traditional fixed income and equity strategies alone were unlikely to deliver acceptable returns 
in a period of sustained low-interest rates and muted economic growth.

As a result, we created new and innovative Funds that offer a broader range of 
exposure across the risk and illiquidity spectrum. These new asset classes including 
private equity, venture capital and real estate, have provided us greater 
portfolio diversification, reduced portfolio volatility and higher returns. 

Corporate structure

Holdun Wealth Management

Holdun Income fundHoldun Opportunity fundHoldun Fund Real EstateHoldun Falcon 5


Ginnie Mae Direct


Discretionary Wealth Management


Portfolio Analysis

HOLDUN TRUST & CORPORATE SERVICES (CAYMAN)

Cayman Trustee Services

Cayman Registered Office & Corporate Services

HOLDUN CORPORATE SERVICES (BAHAMAS)

Bahamas Registered Office & Corporate Services

Bahamas Private Trust Company Formation & Management

HOLT FINTECH ACCELERATOR

Holt Fund

Providing more capital to the best performing start-ups in our ecosystem


Holt Platform

Positioning the world’s best Early-stage start-ups into our ecosystem

HOLDUN CONCIERGE SERVICES (BAHAMAS)

Imigration Services


Bahamas Government Services


Property Management

HOLDUN