Financial Advice
Savings & Investments
Theo joined Skybound Capital in 2011 and acts as International Chief Investment Officer. With a background in academia in China, Theo started his finance career at HSBC, where he was mostly involved in manager selection and portfolio construction. Theo holds Masters and a Bachelors degree in Economics and is both a CFA® and a CAIA Charter holder.
As a financial planning and pension advisory company, Skybound Wealth Management (SWM) is passionate about providing its clients the best possible financial plans and advice. To enhance this core offering, SWM has outsourced its Chief Investment Officer function to a highly qualified and independent investment team within Skybound Capital. Skybound Capital is an experienced asset manager, offering investment products and model portfolio solutions to global financial advisors and wealth managers.
Whether you are reviewing pensions, investments, property, inheritance planning, a move abroad, or a return to the UK, we can help you understand what may need attention and where specialist tax advice may be required.