Company Research Report: Skybound Wealth Management

Company Overview

Name

Skybound Wealth Management

Mission

Passion for excellence, commitment to innovation, and ambition to shape the future of financial advice while ensuring financial security and empowering investments globally.

Founded

No information is available.

Founders

No information is available.

Key People

Mike Coady - CEO

Carla Smart - Group Head of Pensions

Veronica O'Brien - Group Head of Corporate Affairs

Lily Johnson - Group Head of Talent

Taylor Condon - Area Manager, Spain

Fiona Neill - Senior Financial Planner

Bethany Ward - Partnerships Manager

Rachana Pillamari - Product Lead - Advice Suite

Zain Shahin - Lead Analyst

Headquarters

Abu Dhabi, UAE

Dubai, UAE

Geneva, Switzerland

Number of Employees

No information is available.

Revenue

No information is available.

Known For

International independent financial advisory, providing personalized financial advice tailored to clients worldwide, with over 10,000 international clients and managing $1 Billion in client savings.

Products

Product Offerings

Lifestyle Financial Planning: Helps secure the future for families with a long-term view and strategic planning.

International School Fees: Provides strategies for managing costs associated with international schooling.

Inheritance Tax Planning: Ensures life wealth goes to intended beneficiaries.

Trust Planning & Wills: Protects loved ones with suitable legal arrangements.

Health, Life & Income Insurance: Provides wealth protection strategies for peace of mind.

Retirement Planning: Offers ongoing support for retirement planning.

Repatriation: Ensures investments are repatriation-proof.

International Mortgages: Advises on mortgages for international workers.

High-Level Description & Features

Tailored financial services with global reach and local insight.

Uses innovative technology for financial planning and wealth management.

Comprehensive financial advice, including tax-efficient structures and international protections.

Services include online conferencing and investor portals for global client access.

Recent Developments

Recent Company Developments

Award Wins (2024 Investment International Awards): Multiple prestigious awards, including Company of the Year and Excellence in Client Services.

New Appointments: Bethany Ward joined as Partnerships Manager; Danny Sutherland appointed as Group Financial Controller.

Women and Diversity Initiatives: Focus on gender diversity with significant female representation and leadership in financial services.

Technological Advancements: Development of Plume, a WealthTech platform providing real-time insights.

New Products Launched

No information is available.

New Features or Partnerships

AI Integration: Combines AI with financial strategies to enhance wealth management.

Women Like Us (WLU) Initiative: Encourages financial empowerment for female expats with tailored advice and community support.

Conclusion

Skybound Wealth Management is a global leader in providing bespoke financial services, with a strong commitment to client service excellence and innovation. The firm has demonstrated market leadership through award recognitions, leadership in client service, and investment in technology and diverse talent.