GWM

Exciting Growth at Skybound Wealth Management!
This month, we welcomed five more talented professionals to the Skybound team!

Swipe through to meet our newest team members, and join us in extending a warm welcome to each one of them!

With many professionals choosing this season to explore new opportunities, now is a fantastic time to consider your next move. If you're ready to join a dynamic, innovative team, reach out to Lily Johnson to learn about the roles we’re offering.

Together, we are shaping the future of international financial advice at Skybound Wealth Management!

As November 5th approaches, both British Bonfire Night and the U.S. election have the potential to ignite fireworks—not only in the sky but in global markets.

In our latest article, Global Head of Proposition, Tom Pewtress, discusses how a Trump or Harris presidency could impact investors worldwide. With each candidate bringing vastly different policies, the question is: which sectors will thrive, and where might we see new challenges?

Now is the time to consider how these policy shifts may affect your investment strategy, not just for the short term but as part of your long-term plan. Read more on what these changes could mean for your portfolio.

https://www.skyboundwealth.com/news-and-insights/remember-remember-5th-november-harris-trump-sparks-come

At Skybound Wealth, innovation is at the core of our approach to wealth management. So we were proud to be shortlisted for Fintech Innovation at the 2024 Investment International Awards, thanks to our Plume WealthTech platform.

As Husain Rangwalla, Chief Technology Officer, puts it:
"Blending advanced technology with our team’s financial expertise has allowed us to deliver a seamless, data-driven client experience. We’re not just about advice; we’re about empowerment."

By combining cutting-edge technology with human insight, we’re offering clients real-time, personalised financial planning that’s second to none. And with innovations like Plume WealthTech, the future of wealth management is brighter than ever.

Learn more about how we’re transforming the industry:
https://www.skyboundwealth.com/news-and-insights/skybound-wealth-celebrates-big-wins-2024-investment-international-awards

Is your work-based life cover enough to truly protect your loved ones?

As an expat, your financial commitments and lifestyle may require more than just a one-size-fits-all solution. Edmund Teasdale, Managing Partner at Skybound Wealth - Middle East, breaks down why relying solely on employer-provided life insurance could leave you and your family under-protected.

Discover the hidden gaps in work-based policies and learn why a personalised life cover is essential for expats.

➡️ Read the full article here:
https://www.skyboundwealth.com/news-and-insights/why-your-work-based-life-cover-is-worth-less-than-you-think

Skybound Wealth Europe Wear Pink for Breast Cancer Awareness!

This week, it was the turn of our Swiss and UK based teams to support Breast Cancer Awareness Month, coming together to raise awareness and show their commitment to this important cause.

Thank you to Sophie Pelling and Dessy Todorova for organising the day 💗

Let’s continue spreading awareness, encouraging regular check-ups, and supporting one another! 🎗️

Exceptional client service is at the heart of everything we do at Skybound Wealth Management. From providing personalised advice to consistently going above and beyond for expats around the globe, our dedication has been recognised with numerous awards over the years, most recently at the 2024 Investment International Awards.

Reflecting on Skybound Wealth being crowned the overall winner in the Excellence in Client Services category, Tom Pewtress, Group Head of Proposition and Client Services, said:

"Winning across multiple regions and being recognised for our client service globally is a huge achievement. It reflects the passion and consistency our team brings every day. Our clients are at the heart of everything we do, and these awards are a celebration of that commitment."

A testament to this dedication is the launch of our new SOAR quarterly magazine, offering tailored insights, updates, and financial strategies for expats. And there’s much more to come as we continue to raise the bar and deliver the service that sets us apart.

Find out more about our award-winning approach:
https://www.skyboundwealth.com/news-and-insights/skybound-wealth-celebrates-big-wins-2024-investment-international-awards

Check out Issue 1 of SOAR now:
https://issuu.com/skyboundwealthmanagement/docs/soar-2024-q3_003-singles?fr=sYmI4Yjc4NjE2OTA

Hosted by Ryan Donaldson, Chartered Fellow in Wealth Management, this insightful webinar will cover the recent changes to the NHR regime here in Portugal.

Ryan will show you how to protect your wealth & mitigate your future tax liabilities.

Key Information covered:
➡️ The closing of Portugal’s NHR regime: What it means for you and what action you need to take.

➡️ Mitigate your tax liability: How to maximise your non-habitual status.

➡️ Inheritance Tax Planning for UK Domiciles: Ensuring that you create generational wealth for your family.

Reserve your place now:
https://www.skyboundwealth.com/webinars/wealth-webinar-portugal-october?utm_source=fb&utm_medium=fbo&utm_campaign=wealth_webinar_portugal&utm_content=post_1

Introducing SOAR – Skybound Wealth’s Quarterly for Expat Investors

As expats, staying ahead requires more than just keeping up with the headlines. That’s why we’ve launched SOAR, our new quarterly magazine created specifically to give expat investors the insights they need.

SOAR is packed with global expertise, insider knowledge, and actionable advice from our top financial minds, all aimed at helping you make confident decisions wherever you are in the world. Whether you're managing investments across borders or planning for your long-term goals, SOAR is your essential guide to growing and protecting your wealth.

SOAR stands out as a trusted resource for expats looking to build a brighter financial future. With expert commentary and real strategies, we’ve ensured you have the best content at hand.

Get SOAR today and discover how you can take control of your future with confidence. 🌟

Skybound Wealth Management | Introducing Soar: An Essential Read For Expat Investors Headlines come and go, but underlying trends can have a lasting impact on your financial decisions. Soar goes beyond the noise to focus on what truly matters.

🎉 We’re proud to announce Skybound Wealth Management were awarded Company of the Year at the 2024 Investment International Awards! 🏆

Being voted Reader’s Choice shows that our work is making an impact where it matters most – in the satisfaction of our clients across the globe. This recognition is so important to us because it reflects the trust our clients and partners place in us every day.

This achievement is shared across the entire Skybound Capital Group. Together, we’re redefining international wealth management, delivering innovative solutions, and driving positive outcomes.

CEO Mike Coady, said on receiving this prestigious award:

"To our incredible team – this award is a earnt by commitment. It’s your hard work and innovation that makes Skybound the best place to grow, thrive, and achieve greatness. To future recruits, now is the perfect time to join us on this exciting journey – we’re just getting started!

And to our valued clients, thank you for trusting us with your financial futures. We’ll continue to push boundaries and set the standard for exceptional service and innovative advice. The best is yet to come!"

We are proud to announce that Skybound Wealth Management has been shortlisted for a further two awards at the Investment International (II) Awards 2024!

Last week we shared the exciting news of being one of only five firms shortlisted for Company of the Year, a recognition of our ongoing commitment to excellence in cross-border wealth management.

But the good news doesn’t stop there—we are also nominated for two additional awards: Best Employee Benefits Solutions and Fintech Innovation. These nominations speak to our dedication to both the welfare of our employees and cutting-edge technology that benefits clients worldwide.

Our nomination for Best Employee Benefits Solutions is a testament to the culture we’ve fostered at Skybound Wealth Management. We believe that happy, motivated people are the backbone of exceptional service. Our employee satisfaction rate of 95%, retention rate of 92%, and professional development participation rate of 85% surpass industry standards, making us an enticing proposition for those who value both career growth and personal well-being.

In today’s competitive landscape, financial technology plays a critical role in ensuring efficiency, compliance, and a superior client experience. Our proprietary Plume WealthTech platform, built entirely in-house, sets us apart from other firms. We’ve integrated AI-driven tools, NLP-enhanced interactions, and real-time financial data through our Client App, providing investors with the tools to manage their wealth and make informed decisions from anywhere in the world.

Ahead of today’s awards ceremony, we want to take a moment to recognise the efforts of every member of the Skybound Wealth team that have contributed to these nominations, as without you these nominations wouldn’t be possible.

Looking to enhance your employee benefits package and secure their financial future?

Private Wealth Adviser Thomas Sleep presents The Ultimate Guide to Group Savings Schemes—a comprehensive resource designed to help employers attract top talent and boost staff retention in today’s competitive market.

Discover how a flexible, portable, and multi-currency Group Savings Scheme (GSS) can offer employees the financial security they deserve, while giving your company a competitive edge. 💼💡

Click to read the full guide and learn how you can set your organisation apart with a tailored GSS solution.

https://www.skyboundwealth.com/news-and-insights/the-ultimate-guide-to-group-savings-schemes

🇿🇦 South African Expats: Protect Your Wealth in 2024

Join Christopher Bowler from Skybound Wealth as he explores the new 'Two Pot' retirement system and what this legislation means for your retirement options.

Register for the webinar to understand:

➡️ The Two Pot Retirement System explained in detail

➡️ The immediate effects for expats today

➡️ The potential future impact of this new legislation

➡️ What you should be doing now to protect your wealth

Whether you’re planning for today or the years ahead, this webinar will provide the clarity you need.

Sign up today to secure your place!

Skybound Wealth Management | 2 Pot Retirement System Explained (South Africa) Secure your spot now to ensure you’re ready for both the immediate and long-term impacts of the Two Pot Retirement System.

🎉 Big news, team Skybound Wealth! 🎉 Not only are we in the running for Company of the Year at the prestigious Investment International Awards 2024, but we’ve also earnt a well-deserved spot in the Excellence in Client Service shortlist!

At Skybound Wealth, we like to think of exceptional client service as our secret sauce. Whether it’s our expert support crew, cutting-edge tech, or top-tier financial advice, it’s these ingredients that have earned us these nominations.

We’re super proud of what we’ve achieved, but we couldn’t have done it without YOU – our amazing clients and partners. Thank you!!

Don't forget to cast your vote for Skybound Wealth Management now ⬇️⬇️⬇️

Company of the Year (Advisers)
https://lnkd.in/ehrFxiMT
Excellence in Client Service (Advisers)
https://lnkd.in/eyxTKSBp
Excellence in Client Service (Industry)
https://lnkd.in/e4_uXF7u

In the world of wealth management, technology is transforming how we work, but at Skybound Wealth Management, the human touch remains irreplaceable.

Husain Rangwalla Chief Technology Officer at Skybound Wealth, shares how Plume WealthTech empowers advisers by automating routine tasks, allowing them to focus more on personalised, high-level financial guidance.

Like an autopilot guiding a plane, the tech handles the data while advisers steer clients through their unique financial journeys.

Plume WealthTech amplifies adviser expertise, saves time, and enhances client engagement, delivering measurable results that are shaping the future of wealth management. Read how on the link below:

Skybound Wealth Management | Pilots, Autopilots, and Advisers: The Future of Wealth Management CTO Husain Rangwalla discusses how Plume WealthTech empowers advisers at Skybound Wealth, enhancing client service through cutting-edge technology.

🚨🚨Skybound Wealth Needs Your Vote! 🚨🚨

We’re thrilled to announce that Skybound Wealth Management are one of only five companies globally to be shortlisted in the Company of the Year category at the prestigious Investment International Awards 2024!

Your vote could help us win in the Company of the Year and Excellence in Client Service categories.

We’re proud of the work we do, but we couldn’t have come this far without the support of incredible clients and partners. Now, we need your help to take home these awards.

Please vote and share with your network! Every vote counts!

Company of the Year (Advisers)
https://lnkd.in/ehrFxiMT

Excellence in Client Service (Advisers)
https://lnkd.in/eyxTKSBp

Excellence in Client Service (Industry)
https://lnkd.in/e4_uXF7u

Join experienced Global Financial Adviser, Nick Sargeant, and UK property expert Greg Stockton as they reveal the secrets of building a successful buy-to-let property portfolio.

Join our panel of experts as they discuss:
*Overview of the UK Property Market
*The benefits of Buy-to-Let investments
*Financing Buy-to-Let Investments
*How to mitigate your tax liability
*Regulatory & Legal Aspects
*The importance of having an expert property management service
*How to overcome the risks & challenges

Click the link below to register your interest for this webinar now>

https://www.skyboundwealth.com/webinars/how-to-build-a-uk-buy-to-let-property-portfolio?utm_source=fb&utm_medium=fbo&utm_campaign=how_to_build_a_uk_buy_to_let_property_portfolio_webinar&utm_content=post_1

As an expat, managing your wealth across borders comes with challenges—especially today!

A recent piece by Karl Engelhard, CFA, and Alexander Engelhard, CFA, of Skybound Capital Group explored how inflation, interest rates, and deglobalisation are shaping asset allocation strategies. Building on their insights, Mike Coady, CEO at Skybound Wealth Management shares how these macroeconomic trends influence the financial planning approach we take with expatriates at Skybound Wealth Management.

Discover why adjusting your asset allocation strategy is key to securing long-term success in a world of fluctuating interest rates and shifting geopolitical landscapes.

Read the full article here:

Skybound Wealth Management | Mike Coady Talks Strategic Asset Allocation for Expats Following a thought-provoking piece from Skybound Capital, Coady shares expert advice on asset allocation strategies to help you grow and protect your wealth.

As an expat in Switzerland, are you making the most of the unique financial opportunities available to you?

Bryan Bann, Regional Manager - Europe at Skybound Wealth Management, draws on his personal experience living and working in Switzerland to share his expert advice, revealing his 10 essential financial tips for expats on managing the complexities of the Swiss tax and pension systems.

From understanding the three-pillar pension structure to optimising your Pillar 3 contributions for tax efficiency, Bryan's insights are tailored to help you make informed decisions that safeguard your financial future, whether your time in Switzerland is short-term or permanent.

Read the full article by clicking the link below:

https://www.skyboundwealth.com/news-and-insights/10-essential-financial-tips-for-expats-in-switzerland

Chartered Financial Planner Carla Smart joined Geoff Taylor for an informative and entertaining evening in Zurich with over 60 members of the Australian Swiss Chamber of Commerce.

Discussing the latest tax rulings and likely time frames for the new legislation announced some three years ago, the pair also considered real life situations on both the ‘Going Home’ scenario as well as ‘Retire in Switzerland / Europe’ scenario.

Following the presentation, guests took part in a blind wine tasting comparing Australian and French varietals under the watchful eye of Paul Liversidge of Real Wines

Thank you to the Australian Swiss Chamber of Commerce for organising and inviting Skybound Wealth Management to be a part of this fantastic event, we look forward to the next one!

Yesterday we were honoured to host Terry Smith, the esteemed founder of Fundsmith LLP , at our Skybound Wealth Management office in the UAE.

His visit provided an invaluable opportunity for our team to gain deeper insights into his renowned investment philosophy, which has driven Fundsmith’s exceptional global success.

Terry shared his timeless approach:
1️⃣ Buy good companies

2️⃣ Don't overpay

3️⃣ Do nothing

His straightforward yet powerful approach has resonated with investors globally, and it was inspiring to hear him discuss how these principles have shaped Fundsmith's success.

Terry’s visit was particularly significant given the recent regulatory changes in the UAE. Fundsmith, in conjunction with Aditum Investment Management, is launching a UAE-based feeder fund for the flagship Fundsmith Global Equity Fund.

With over $1 billion of assets already invested in Fundsmith from the UAE, this launch underscores their commitment to continuing to provide the region access to this highly successful global equity fund.

Exciting times ahead as we continue to see great investment opportunities in the region!