The Expat Investor Podcast - Ep 24

‍Episode Overview

For this week’s podcast, Tom Pewtress, head of global partners here at Skybound Wealth is joined by Product Specialist and Operations extraordinaire Rachana Pillamari.

Since joining Skybound Wealth almost 4 years ago as an intern, Rachana quickly found her passion in the world of digitalisation and spent countless hours researching products, solutions and systems available in the market. This wealth of knowledge led to Rachana playing an integral role in the development of Plume, a purpose-built system developed to enhance all elements of the advice process and the overall client journey.

The Podcast covers:

A brief recap of the previous week
An understanding of how the US dollar became the reserve currency of the world and will it be replaced?
The digital transformation of Skybound Wealth and subsequent launch of Plume
How technology can be beneficial to traditional financial planning

Follow the podcast on the below links:

Spotify

Apple Podcasts

Disclosure

This was recorded on the 19th April 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.

Written By

Tom Pewtress

Group Head of Proposition & Head of Skybound Wealth USA

With a career built on delivering the highest standards of financial advice and a passion for developing others to do the same, Tom Pewtress is a senior leader at Skybound Wealth Management. Known for his deep technical expertise and hands-on experience across global markets, Tom ensures both clients and advisers are equipped with the knowledge, tools, and strategies to succeed, no matter how complex the situation.