Award winning international financial planning advice from Skybound Wealth Management.
During 2020 as COVID gripped the world, rather than rest on our laurels, Skybound Wealth pressed ahead with the implementation of many changes and upgrades in our relentless pursuit to become the advisor and employer of choice in the international financial planning industry.
So naturally we are delighted to receive seven awards across, three jurisdictions and in varying categories which recognise the efforts of every member of the Skybound family over the last two years.
Best Adviser Firm Europe
In the words of International Adviser, ‘Skybound is the name for an established business with an impressive track record, impressive plans, extensive regulations a great strategy and all-round client focus.’
However, it’s the people and the shared ethos behind the new name which makes such an award possible. Our people are bound together by a common goal to help facilitate the investment objectives of every client.
From the Financial Advisers meeting face to face with their clients, to the Investment Committee constantly working to improve performance. The paraplanners and admin support teams working with providers around the world, to the data analysts whose findings help fine tune our operation. To the specialist partner firms that allow us to provide a market leading client proposition and everyone else in between, such an accolade is reward for a collective commitment to going above and beyond the norm.
And while being named Best Advisor Firm will take the headlines, the following six awards recognise the efforts that make such an achievement possible.
Excellence In Investment Planning - Europe
The investment world is always changing. And that’s why we’ve put more resources behind our research, why we’ve increased diversification and why we’ve lowered costs as we strive to provide a best in-class investment solution to international expatriates.
Our investment strategy is based on 4 key principles. A consistent investment approach, Focus on long term growth prospects, Quality investments that we understand and Maximizing risk adjusted returns through diversification.
Excellence In Professional Development - Middle East
We want every member of the Skybound team to have the resources available to facilitate them being the very best they can be in their chosen field.
Our commitment to professional development goes beyond funding examinations. Skybound illuminate is an in-house development platform which provides all employees with access to a large number of modules covering regulatory, compliance, networking, soft skills, business essential and much more.
Excellence In Digital Innovation – Middle East And UK
Our aim is not only to remain at the forefront of international financial planning, but to lead its evolution. So, to be recognised for our excellence in digital innovation makes us incredibly proud too! Right through the company, we are constantly looking for new ways to enhance our overall proposition.
We stand on the brink of a technological revolution, accelerated by the COVID pandemic, that has fundamentally altered the way we live, work and communicate to one another. Incorporating these digital elements and aligning with our core service offering to clients, is key to being an industry leader.
Best Support Team - UK
Every decision we make comes back to the same point – what does this mean for the client. That’s why we place such importance on having the right people and systems in place to provide an integrated, seamless service that is tailored to the individual needs of each Skybound client.
We fully believe that the delivery of top client service does not just come from their Financial Advisor. Whilst our Advisors are our "race drivers", we have an entire technical and pit crew behind them ensuring they can deliver the best possible service to Skybound's clients.
Excellence In Business Strategy – Europe
Our vision is simple. To create a brand that instils pride in its employees, clients and business partners, enabling all involved to assist in building the most respectable financial planning company in the world.
As we approach the end of 2021,these awards serve as a timely recognition of the efforts of everyone across the entire group to constantly challenge and improve every element of what we do as we all work towards becoming the advisor of choice for international investors.
FAQs
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Disclosure
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Item 1
Item 2
Item 3
Unordered list
Understand your provider’s rules for foreign addresses
Compare 401(k) and IRA fees
Review tax implications
Confirm the IRA custodian supports foreign residency
Evaluate investment preferences
Consider currency needs
Understand Roth conversion implications
Evaluate long-term residency and retirement goals
Consult advisers familiar with cross-border planning
Ordered list
Item 1
Item 2
Item 3
Unordered list
Understand your provider’s rules for foreign addresses
Compare 401(k) and IRA fees
Review tax implications
Confirm the IRA custodian supports foreign residency
Evaluate investment preferences
Consider currency needs
Understand Roth conversion implications
Evaluate long-term residency and retirement goals
Consult advisers familiar with cross-border planning