Brendan Holt Dunn

CEO, Holdun
,The Bahamas
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Who Is Brendan Holt Dunn?

Total Experience50 years
CompanyHoldun
CountryThe Bahamas

Brendan Holt Dunn is the President and CEO of Holdun, a distinguished fifth-generation family office headquartered in the Bahamas. With a career spanning over two decades in finance and wealth management, he has been instrumental in modernizing the firm's operations and expanding its global reach. Brendan is known for his innovative approach to wealth management, including the development and launch of HoldunGo, a digital banking and investment platform. He is deeply committed to preserving family legacies, providing bespoke financial solutions, and fostering long-term client relationships. His leadership emphasizes a blend of traditional family office values with cutting-edge financial technology and a global investment perspective. Brendan is also actively involved in philanthropic efforts, particularly through The Holdun Charitable Foundation.

Brendan Holt Dunn LinkedIn pageCompany Website

How Did Brendan Holt Dunn's Career Path Shape Their Journey?

Brendan Holt Dunn's work history includes a series of influential roles in various companies. Here is a detailed list of his professional journey:

Holdun - CEO(2005 to Present)
Holt Accelerator - Founder(2018 to Present)
Curu - Advisor(2020 to Present)
Relativity6 - Advisor(2020 to Present)
Fidectus - Advisor(2020 to Present)
owl.co - Advisor(2019 to Present)

What Are Brendan Holt Dunn's Key Achievements?

Leadership of a Fifth-Generation Family Office

Successfully leads Holdun as President and CEO, continuing a family legacy that spans five generations, adapting the firm to modern financial landscapes while preserving its core values of trust and personalized service.

Launch of HoldunGo Digital Platform

Spearheaded the creation and launch of HoldunGo, an innovative digital wealth management and banking platform, significantly enhancing client accessibility and experience with modern financial tools.

Global Expansion and Diversification

Played a pivotal role in expanding Holdun's international presence and diversifying its investment strategies and service offerings to cater to a global clientele.

Establishment of The Holdun Charitable Foundation

Founded The Holdun Charitable Foundation, demonstrating a strong commitment to philanthropy and community impact, focusing on areas such as arts, education, and community development in the Bahamas.

Recognition in Wealth Management

Under his leadership, Holdun has received various accolades and recognition within the wealth management and family office sectors for its service excellence and innovative solutions.

What's Brendan Holt Dunn's Educational Background?

ACS, Finance

King's University College - Year 1998

Degree Program

Lakefield College School - Year 1993

CIM, Canadian Investment Manager

Canadian Securities Institute

CWM, Chartered Wealth Manager

American Academy of Financial Management

CAM, Chartered Asset Manager

American Academy of Financial Management

CPM, Chartered Portfolio Manager

American Academy of Financial Management

CPES, Certified Private Equity Specialist

American Academy of Financial Management

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Notable news
Hiring actively
Corporate Finance
Corporate Finance
Corporate Finance
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Corporate Finance

Company Overview

Holdun
Total employees35
HeadquartersNassau
Founded1991

Holdun Family Office is a multi-jurisdictional firm providing comprehensive wealth management and investment advisory services to high-net-worth families and individuals. With roots tracing back five generations to the legacy of Sir Herbert Holt, Holdun focuses on preserving and growing wealth through personalized strategies, global investment opportunities, and a commitment to long-term client relationships. They offer services including investment management, trust and estate planning, and corporate services across their offices in the Bahamas, Cayman Islands, and Canada.

Company Website
Holdun Funding Information
Unknown - Total Funding Raised
not applicable - Most recent funding amount
not applicable - Number of funding rounds
not applicable - Latest funding round
Lead Investors:
Holdun Family Office is a privately held firm, primarily managing the wealth of its founding family and select high-net-worth clients. It does not have external institutional investors in the traditional venture capital or private equity sense.

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