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Investing
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.
September 30, 2024
Episode Description
We talk about Women Like Us, what it is, and how it helps connect expats all over the world.
Episode Overview
Welcome back to the Expat Investor Podcast thanks for joining us today. As always my name is Tom Pewtress and I am the host for today's podcast. Today I am joined by the wonderful Taylor Condon one of our senior financial planners here at Skybound Wealth.
About Taylor
Having previously held roles at a UK national building society where she successfully achieved her U.K. level 4 London Institute of Banking and Finance qualifications., Taylor moved to Switzerland in 2018.
Since relocating to Geneva, Taylor has gained qualifications with the Chartered Insurance Institute (CII) of Cyprus & MIFID (via CySEC), which allow her to provide holistic financial planning advice to clients in Switzerland and the wider European region. Alongside her role as a financial advisor, Taylor runs a successful networking group for professional female expatriates.
About Women Like Us
Women Like Us is more than just a network for women, by women. It empowers women to support one another through their ideas and services, and to share their experience, local knowledge and the ‘best kept secrets’ to help it’s members grow.
WLU achieves this through regular networking/social events whether that is in a venue with canapes or an online workshop.
You can find out more about Women Like Us by checking out their socials on the links below:
If you would like to discuss anything in this episode, contact Taylor Condon here.
This was recorded on the 29th March 2023 and all information was correct at the time of recording. As always this podcast is for educational purposes only and is not a personal recommendation. If you’re unsure what’s right for you, you should seek advice. Past performance isn’t a guide to the future, and investments rise and fall in value so you could get back less that you invest.
A dynamic international Financial Advisor who has spent many years providing cross border advice to expats, focussing on holistic financial planning across different jurisdictions. Tom works alongside international workers like you to create and implement a comprehensive plan designed to ensure your long-term goals become a reality and your future lifestyle is protected.
To find out more about this topic and more, please fill in the form below to arrange a call back.
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