Robert De Angeli
Robert has over 10 years working as a financial adviser in the international market, working alongside clients globally on an individual basis to support their financial journeys.
Robert has a degree from the Teesside University with International study in Rotterdam, he started his financial advice career in Botswana and has since moved to Skybound Wealth Europe’s office in Cyprus. He has extensive experience in dealing with expatriate clients from a multitude of different backgrounds. He has also spent almost a third of his life living as an expatriate himself, so is uniquely aware of the challenges they face in dealing with their finances outside of their country of origin.
Robert is an associate member of the Chartered Institute of Securities and Investment and is also recently CYSEC Advanced qualified.
Qualifications & Awards
CySEC Advance
CISI - Level 4 Certificate in Advanced Wealth Management
CISI - Level 4 Certificate in Paraplanning
CISI - Level 4 Diploma in Investment Advice (Financial Planning & Advice)
IDD
Areas of Expertise
- Retirement Planning
- Lifestyle Financial Planning
- Income & Cashflow Planning
- Pillar II & III Planning
- Repatriation Advice
- Domestic & International Investments
- Regular and Lump Sum Savings
- RSU’s and Option Structures
- Diversifying Portfolios and Risk Reduction
- Situs Asset Transfers
- Education Fee Planning
- Critical Illness Cover
- Asset and Insurance Protection
- Life Insurance Cover
- Inheritance Tax Planning
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