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Open Letter from Mike Coady | CEO at Skybound Wealth Management

Winning Company of the Year Isn’t About Luck

"It’s about structure, standards, and a relentless focus on progress."

Trusted by 6,000+ clients over  20+ years

Mike Coady | CEO at Skybound Wealth Management

Chief Executive Officer

It’s easy to mistake winning for luck.
But anyone who’s built something that lasts knows better.

Luck might open a door.
Discipline, structure, and standards are what keep it open.

When Skybound Wealth was named Company of the Year, alongside Excellence in Advisory Practice and Excellence in Client Service (Global) at the 2025 International Investment Awards, it wasn’t the product of a single year’s work. It was the culmination of years spent refining a model built to outperform, outlast, and outdeliver, for every client, in every region.

Those awards don’t define us; they validate us. They prove that what we built, our systems, our people, and our culture, is setting a new benchmark for what great financial advice should look like on a global scale.

The Year We Chose Better

The past twelve months weren’t about doing more. They were about doing better.

We deepened our regulatory footprint across the UK, EU, and US, strengthening one of the most comprehensive advisory frameworks in the industry. That reach now allows a client in Dubai, Geneva, or London to experience one relationship, under one roof, with the same standard of advice everywhere.

New divisions like Affiliate Partnerships and Athletes & Creators were launched to serve specific communities, each built with the same DNA of quality, transparency, and accountability.

Our flagship publication, SOAR, grew into a global read for internationally mobile professionals.
Client App 2.0 took transparency to a new level, while MoneyMap, our interactive forecasting engine, turned complex planning into real-time visual decision-making.

Every move was deliberate. Together, they strengthened our consistency, accelerated execution, and futureproofed the way we deliver advice.

We didn’t chase scale; we built systems that earned it.

Measured Growth, Real Results

Progress means nothing unless it can be proven.

In the last year, new client acquisition grew by 35%, advice penetration rose 55%, and assets under management increased 45%. And our adviser headcount expanded by 65%.

Digitally, our footprint grew just as quickly. Online engagement delivered 120% more new clients, and more and more clients are now using the Skybound app as part of their day-to-day advisory relationship.

These aren’t numbers for a slide deck; they’re evidence of alignment between what we believe and how we deliver.
Because growth is easy to measure, but trust, trust is earned quietly, every day, in the moments between meetings.

"Technology was never meant to replace advisers. It was built to empower them."

Technology That Elevates People

Technology was never meant to replace advisers. It was built to empower them.

Our proprietary Plume platform ensures every recommendation is compliant, consistent, and client-ready. MoneyMap and the Client Manager Dashboard bring clarity to complexity, allowing advisers and clients to see, instantly, how every decision shapes the path ahead.

This isn’t automation for efficiency’s sake. It’s precision for the sake of confidence.
Across every region, every licence, and every portfolio, our clients experience one thing: advice that’s faster, clearer, and more accountable.

Technology doesn’t make advice less human.
It makes it more honest.

The Investment Engine Behind the Outcomes

Behind every world-class advisory business stands a world-class investment engine.

That’s where Skybound Capital gives us an unmatched edge, managing more than $2 billion across institutional mandates, funds, and discretionary portfolios.
Our CIOs and strategists in London and South Africa work hand in hand with Skybound Wealth advisers to translate institutional insight into client outcomes.

Few firms can marry private-client service with institutional-grade investment governance.
We can, and it’s one of the reasons our performance and our reputation keep compounding.

A Service Framework That Earns Loyalty

Exceptional service shouldn’t depend on who answers the phone.
It should be engineered into the business itself.

At Skybound, it is.

Through quarterly reviews, client events, and publications like SOAR and Altitude, we keep clients informed, educated, and supported between meetings. Webinars, reports, and proactive communication mean that clients no longer ask what’s happening with their plan, they already know.

Numbers tell part of the story.
Trust tells the rest.

People and Pipeline

Great systems are useless without great people.

We now have 70 qualified advisers, 12 chartered, and a substantial annual training budget dedicated to continuous professional development.
Our Academy builds new advisers “the Skybound way,” while our book-buyout programmes secure long-term continuity, for clients and advisers alike.

Our employee Net Promoter Score of +37 says it best: people don’t just join Skybound, they grow here.

When you invest in capability, culture becomes your greatest asset.
And when you trust professionals to deliver, excellence becomes the default.

Discipline Over Everything

Growth is only impressive when it’s built on integrity.

Every product, provider, and portfolio we approve passes through a centralised due diligence process that prioritises transparency, governance, and sustainability. We’ve said no more than once, and we’ll keep doing so.

In a world that rewards speed, saying no has become our competitive advantage.
Predictable beats precarious.
Principle beats profit.
Every time.

We believe transparency builds trust. That’s why every client has full visibility of their costs, performance, and progress through our digital dashboard, no hidden fees, no grey areas, no surprises.

How Excellence Became the Standard

Success wasn’t sudden. It was engineered. One process, one improvement, one conversation at a time.

Strong governance. Empowered people. Reliable systems. Relentless curiosity.
That’s how excellence stopped being a target and became our rhythm.

That’s what the judges saw.
It’s what our clients feel.
And it’s what defines Skybound today.

Awards recognise performance.
Clients recognise consistency.
We deliver both.

What Comes Next

Momentum now becomes mastery.

In 2026, we’ll finalise new licence approvals, expand deeper across Europe, and strengthen partnerships across the US and Asia.
We’ll continue embedding MoneyMap into every stage of advice, and grow our inclusion-led initiatives, Women Like Us and Athletes & Creators, to ensure financial empowerment reaches everyone.

Winning Company of the Year was never the finish line.
It was confirmation that the path we’re on - structure, standards, and constant progress, is the right one.

Because real success isn’t an award.
It’s turning excellence into expectation.
And that’s exactly what we intend to do.

“Excellence isn’t an act of brilliance. It’s the discipline to improve what’s already working.”
That’s what built Skybound Wealth.
And that’s what will keep us ahead.

Mike Coady
Chief Executive Officer
Skybound Wealth Management

“Excellence isn’t an act of brilliance. It’s the discipline to improve what’s already working.”

Let’s Simplify Your Financial Future

If you’ve ever felt lost in the complexity of financial advice, it might be time for a change. At Skybound Wealth, we believe you deserve clear, actionable advice tailored to your unique life abroad. No jargon. No confusion. Just a straightforward plan to help you achieve your goals with confidence.

Get in touch today to start a conversation about how we can help you build a financial future that works for you, wherever you are.

Let’s cut through the noise, make sense of your options, and get your financial journey back on track.

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