Skybound Wealth Management

Wealth Management

Build, Grow and Protect Your Wealth, Without Borders.

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At Skybound Wealth, we deliver tailored wealth management solutions built around you, your goals, your lifestyle, your future.

From investment planning to retirement strategies, tax efficiency to legacy building, we help you take full control of your financial journey, wherever life takes you.

Skybound won the Company of the Year award at the 2024 Investment International Awards.

How Our Wealth Management Advice Works

1. Connect

Book a consultation with a Skybound Wealth adviser to define your goals.

2. Review

We assess your assets, financial priorities, and opportunities for growth.

3. Plan

We design a personalized wealth strategy built around your needs and timeline.

4. Implement

Your plan is executed across investments, protection, and financial structures.

5. Evolve

We monitor, review, and refine your plan regularly to keep you on course.

Skybound Wealth Management

How Can We Help You?

A Wealth Strategy Built Around You

At Skybound Wealth, you don’t get an off-the-shelf solution - you get a personalized, cross-border wealth plan designed to protect, grow, and future-proof your financial life.

Wherever you are now, and wherever you want to go, we’re here to turn your goals into a clear, achievable strategy.

Our wealth management services are designed to help you manage, grow, and protect your wealth in a way that aligns with your unique financial goals. Whether you’re focused on optimising investments, achieving tax efficiency, or planning for retirement, we offer comprehensive strategies tailored to your specific needs.

Through a holistic approach to wealth planning, we ensure that every aspect of your financial life is taken into consideration. From asset protection and risk management to estate planning and succession strategies, we provide a full spectrum of services to help safeguard your wealth for future generations.

Contact Us to Build your Financial Plan

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Why Choose Skybound Wealth?

Our expert team combines years of experience with an in-depth understanding of both the UK and international financial markets, allowing us to offer you a broad range of investment opportunities and tax-efficient solutions. We work closely with you to assess your current financial position, understand your long-term objectives, and create a customised wealth strategy that secures your financial future.

Our ongoing support and regular reviews give you confidence in your financial decisions, knowing that your plan is continuously evolving to meet changing needs and market conditions. With Skybound, you’ll have a trusted partner by your side, ensuring your financial goals are within reach and your wealth remains protected for years to come.

Global Team, Here for You

Wherever you are in the world, our team of expert, qualified advisers is ready to guide you.
We bring international experience, local insight, and a personal approach — so you can move forward with clarity and confidence.

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5,000+
international clients & growing
$1 Billion
of client savings under management
27
Industry Awards & Counting Since 2021
8
offices on 5 continents & more planned
With a passion for personal and professional development that exists throughout the company, and comprehensive development support, we empower our people to be the very best they can be as we strive as a collective to not only remain at the forefront of international financial planning, but to lead its evolution.

Wealth Planning

Formulate a wealth plan that’s built for the twists and turns of life with support from Skybound.

Investment Planning

Custom-built portfolios designed for your goals, risk appetite, and global footprint - whether you’re investing a lump sum or building wealth through a regular savings plan.

Legacy and Estate Planning

Protect and transfer your wealth smoothly and efficiently to the next generation.

Minimising Taxes, Maximising Returns

Optimise your finances with cross-border tax-efficient strategies that let you keep more of what you earn.

Supporting the Next Generation

We help you protect and transfer your wealth to the next generation with minimal tax impact, ensuring your legacy is preserved.

Retirement Solutions

Personalised strategies to secure the future you want, with flexibility to adjust as life evolves.

Currency and Cross-Border Management

Manage multi-currency finances and international relocations with expert support.

Client Success Stories

Case Study

Second-Generation Wealth Plan

Situation:

Jaques, a 52-year-old South African entrepreneur, had accumulated substantial wealth over his career but faced the challenge of passing it on to his children, who lived abroad. He was uncertain about how to efficiently transfer his wealth while ensuring his legacy was protected.

Solution:

Skybound helped Jaques design a comprehensive estate plan that included a legacy trust and an education fund for his children. We structured his assets for seamless cross-border transfer, using tax-efficient wealth management solutions to minimise tax implications. The plan also included investment strategies that provided flexibility, ensuring Jaques' wealth would be preserved and effectively passed to the next generation.

Outcome:

Jaques now has a clear, well-organised strategy for transferring his $4.2M across three continents. His wealth is structured to ensure that his children will benefit from his legacy without the complexities of cross-border legal issues.

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Quote from Client:
“Skybound gave me peace of mind, knowing that my wealth will pass on to my children as I intended, without any complications.”
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Case Study

Maximising a Windfall

Situation:

Pierre, a French expat in the Gulf, received a $150K bonus and was unsure how to allocate the funds to meet his long-term financial goals. With multiple priorities, education, retirement, and aligning his investments with his personal values, he needed guidance.

Solution:

Skybound helped Pierre invest his lump sum into a diversified investment portfolio and planned for future growth with regular contributions. We allocated part of the funds to an education savings plan, set aside for retirement savings, and invested in ESG funds that aligned with his values. This approach created a well-rounded, tax-efficient portfolio designed for both financial growth and alignment with his principles.

Outcome:

Pierre now has a diversified investment portfolio that balances his financial goals with his values, ensuring long-term growth while staying true to his principles. With ESG investments and a structured savings plan in place, he’s confident that his financial future is secured.

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Quote from Client:
“Skybound helped me make sure my bonus works for me across multiple areas of my life, andI’m proud to invest in line with my values.”
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Case Study

Planning for Early Retirement in Asia

Situation:

David, a 38-year-old Australian expat in Singapore, had no pension and dreamed of retiring by age 55. Without a clear strategy, he wasn’t sure how to make it happen.

Solution:

Skybound helped David develop a personalised retirement plan, focusing on creating a passive income stream through global tax-efficient savings solutions and a diverse investment portfolio. We introduced a regular savings plan that allowed him to build long-term wealth, while ensuring inflation was accounted for to keep his future income growing with living costs.

Outcome:

By age 55, David is on track to receive $3,000 per month from his investments, with income growing in line with inflation. His regular savings plan and offshore investment solutions now provide him with the financial security he needs, with ongoing visibility through the Skybound Wealth App.

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Quote from Client:
“I never imagined I’d be on track to retire at 55, but now I’m on track to do just that!”
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Case Study

UK to UAE – Streamlined SIPP Consolidation

Situation:

Mark, a 49-year-old British engineer, was relocating to the UAE and needed help managing his two old UK pensions. He was unsure about how to handle the pensions and whether they would be properly managed after his move.

Solution:

Skybound facilitated a streamlined SIPP consolidation, transferring his pensions into a Self-Invested Personal Pension (SIPP). This consolidation provided greater flexibility and control over his retirement funds, especially when it came to currency management for his new life in the UAE.

Outcome:

The transfer allowed Mark to consolidate his pensions into a tax-efficient, flexible income plan, with no loss of benefits and better control over his investments.

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Quote from Client:
“Skybound made the whole process simple and seamless, giving me the confidence that my pensions are in the right place and will work for me as I move forward.”
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Case Study

From Chaos to Clarity – A Freelancer’s Financial Reset

Situation:

Lucy, a British expat in Dubai, was self-employed with irregular income streams. Despite her efforts, she lacked a structured savings plan and often felt overwhelmed by her financial situation.

Solution:

Skybound worked with Lucy to create a tailored financial plan that stabilised her cash flow and brought consistency to her savings. We introduced automated savings through tax-efficient investment strategies like SIPP (Self-Invested Personal Pension) and offshore investment solutions, ensuring long-term growth even during income dips.

Lucy was also introduced to our Skybound Wealth App, which gave her clear, real-time visibility into her financial progress, helping her always stay on top of her plan.

Outcome:

In six months, Lucy built a rainy-day fund covering four months of expenses and continued contributing to her SIPP, even during income dips. With full control over her savings and investments, she now feels empowered by Skybound’s personalised approach and tech-driven solutions.

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Quote from Client:
“For the first time, I feel confident I can invest monthly, and that my moneyis working for me.”
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See What Our Satisfied Clients Have To Say

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July 1, 2025
Very happy with the service and guidance

Ethan has been looking after my portfolio for around 2.5 year now, since i moved to UAE. He initially helped me to understand the market, and opportunities. He advised and guided me on the best thing to do with my existing UK pension, along with a new retirement investment vehicle. Hes extremely knowlegable and explains things clearly and simply - which is a critical attribute for me. Very happy with the service and guidance from Ethan. Highly recommend.

Ian P

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June 12, 2025
Thomas is a professional and trustworthy advisor

Thomas is a professional and trustworthy advisor for long-term financial planning. He is very responsive and provides solutions that fully consider personal objectives. I can highly recommend him to anyone who needs help growing their personal wealth.

Reinhard Mahn

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June 12, 2025
I feel confident knowing my finances are in steady hands.

I’ve been working with Tom Sleep for some time now, and it’s been a truly reassuring experience. He’s straightforward and clear in his guidance, which makes financial decisions feel much easier to navigate. His honest and down-to-earth approach builds trust. I feel confident knowing my finances are in steady hands.

Ammar Abbas

Related E-Guides

Maximise Your Financial Advantage in the UAE
Responsible Investment Portfolios

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You can reach us directly by calling us between the hours of 8:30am and 5pm at each of our respective offices and we will immediately assist you.

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