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William Bailey

Group Head of Global Partners & Private Wealth Adviser

Private Wealth Adviser

With over 8 years of experience in wealth management and financial services, William Bailey has built his career on a strong foundation of client servicing and long-term relationship management. Since relocating to the UAE in 2018, he has continued to grow his international expertise, drawing on prior experience across both Europe and North America.

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Trusted by + clients.

About William

William Bailey is a senior private wealth adviser and the Group Head of Global Partners at Skybound Wealth Management, where he leads the firm’s international advisory and servicing division. He is responsible for advising high-net-worth individuals, globally mobile professionals, and international families, while also overseeing the standards, strategy, and client experience delivered by Skybound’s Global Partners team worldwide.

With more than eight years of experience in international wealth management, William is trusted by clients with complex, multi-jurisdictional financial lives who require clarity, structure, and long-term confidence in their financial decision-making. His work focuses on building durable financial strategies that stand up to market volatility, regulatory change, and major life transitions.

Leadership of Global Partners

As Group Head of Global Partners, William leads one of Skybound Wealth Management’s most strategically important divisions. The Global Partners team exists to serve internationally connected clients whose financial affairs span multiple countries, currencies, and regulatory environments. William is responsible for ensuring that advice delivered across this division is consistent, compliant, and aligned with best-in-class planning standards.

This leadership role places William at the centre of Skybound’s international advice framework. He works closely with senior management, compliance teams, investment specialists, and external partners to ensure that every recommendation made under the Global Partners banner is robust, transparent, and suitable for long-term client outcomes.

Clients working with William benefit not only from his personal expertise, but from the depth, governance, and institutional discipline of the Global Partners structure he leads.

International Experience & Perspective

William has advised clients across the UK, Europe, North America, and the Middle East. Since relocating to the UAE in 2018, he has specialised in advising expatriates and internationally mobile professionals who face challenges such as cross-border taxation, retirement planning across jurisdictions, currency exposure, and globally diversified investment needs.

This international perspective allows William to anticipate issues that are often missed by advisers with a purely domestic focus. His planning takes into account not just where a client lives today, but where they may live, work, retire, or hold assets in the future.

Advisory Philosophy

William’s approach to wealth management is disciplined, planning-led, and evidence-based. He does not believe in speculative strategies, short-term market timing, or product-driven advice. Instead, his work is grounded in structured financial planning, clear risk assessment, and strategies designed to remain resilient over time.

Every client relationship begins with deep discovery. William takes time to understand not only financial facts, but priorities, constraints, family considerations, and long-term intentions. Advice is then built methodically, reviewed regularly, and adjusted as circumstances change.

Clients value his ability to explain complex financial matters in clear, practical terms, and his calm, considered guidance during periods of uncertainty.

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Qualifications & Awards

Regions

  • Middle East
  • Global

Years at Skybound

William has worked at Skybound Wealth since 2025.

Areas of Expertise

William’s areas of expertise include:

  • International and cross-border financial planning
  • Investment portfolio construction and oversight
  • Retirement and long-term income planning
  • Tax-aware wealth structuring
  • Education funding strategies
  • Long-term legacy and succession planning
  • Ongoing wealth review and strategy refinement

All advice is delivered within Skybound Wealth Management’s governance and compliance framework, ensuring suitability, transparency, and accountability.

What Clients Can Expect

Clients working with William can expect:

  • A structured, planning-first approach
  • Clear communication without jargon
  • Proactive reviews and long-term oversight
  • Disciplined investment strategy aligned to personal objectives
  • Advice that prioritises sustainability over speculation

William is known for building long-term relationships based on trust, clarity, and consistency. Many clients come to him after experiencing fragmented or reactive advice elsewhere, seeking a more considered and professional approach to managing their wealth.

FAQs

What does William Bailey do at Skybound Wealth Management?

William Bailey is the Group Head of Global Partners and a Senior Private Wealth Adviser. He advises clients directly while also leading Skybound’s international Global Partners division.

What is the Global Partners team?

The Global Partners team is Skybound Wealth Management’s international advisory division, focused on clients with cross-border financial needs. William leads this division and is responsible for its strategy, standards, and delivery.

Who does William Bailey typically advise?

William advises high-net-worth individuals, expatriate professionals, internationally mobile families, and clients with assets, income, or future plans spanning multiple countries.

What makes William different from other financial advisers?

William combines senior leadership responsibility with hands-on advisory experience. Clients benefit from both his personal expertise and the institutional structure of the Global Partners division he leads.

Does William specialise in expatriate financial planning?

Yes. Since 2018, William has focused on helping expatriates and internationally connected clients navigate the financial complexities of living and working abroad.

Can William help with cross-border financial planning?

Yes. William has extensive experience advising clients with multi-jurisdiction financial lives, including planning across different tax systems, currencies, and regulatory environments.

What is William’s approach to investment risk?

Risk is assessed carefully and managed through diversification, time-horizon alignment, and disciplined portfolio construction. Strategies are designed to be resilient across market cycles.

Is the advice personalised or model-based?

Advice is personalised. While disciplined frameworks are used, every recommendation is tailored to the client’s objectives, circumstances, and long-term plan.

How often are financial plans reviewed?

Reviews are proactive and structured, typically conducted regularly and whenever a client’s circumstances or objectives materially change.

What happens in the first meeting with William?

The first meeting is discovery-focused. William prioritises understanding the client’s goals, priorities, existing arrangements, and decision-making preferences before any strategy is discussed.

How does William ensure advice is compliant and suitable?

All advice is delivered within Skybound Wealth Management’s regulatory and compliance framework, with oversight from internal specialists and governance teams.

Is William involved long-term or only at the planning stage?

William works with clients on an ongoing basis, providing continued oversight, reviews, and strategic guidance as their financial lives evolve

Global Partners at Skybound Wealth Management

Global Partners is Skybound Wealth Management’s specialist international advisory division, created to serve clients whose financial lives extend beyond a single country, currency, or regulatory framework. The division exists to bring structure, consistency, and institutional discipline to complex cross-border wealth planning.

As Group Head of Global Partners, William Bailey leads the strategic direction, governance, and delivery standards of this division. His role is to ensure that every client served through Global Partners receives advice that is coherent across jurisdictions, compliant with regulatory requirements, and aligned with long-term financial outcomes.

The Global Partners framework is designed for internationally mobile professionals, business owners, and families who require more than fragmented advice. Clients often have assets, income streams, pensions, and future plans spanning multiple countries. Without coordination, this complexity can create unnecessary risk, inefficiency, and confusion. Global Partners exists to eliminate that risk.

Under William’s leadership, the division brings together advisers, investment specialists, compliance teams, and external partners into a single, coordinated advisory structure. This ensures that planning is joined-up rather than reactive, and that decisions made today remain appropriate as clients’ lives and circumstances evolve.

Global Partners is not a product offering. It is a planning philosophy and operating model — one that prioritises clarity, suitability, and long-term resilience over short-term solutions. Advice is grounded in disciplined financial planning, transparent communication, and ongoing review.

Clients working with William through Global Partners benefit from:

  • A single strategic point of oversight for complex financial affairs
  • Coordinated planning across jurisdictions and currencies
  • Institutional governance and compliance standards
  • Long-term advisory continuity rather than transactional advice
  • A calm, structured approach to wealth decision-making

For clients with international complexity, Global Partners provides something rare in wealth management: confidence that their financial strategy is joined-up, future-proofed, and overseen by a senior adviser who is accountable not just for advice, but for the system that delivers it.

What Can William Help With?

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My Support Team

Jabir Sardharwalla

Chief Investment Strategist

Carla Smart

Trust & Pension Specialist

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