Bryan Bann

ACSI
Senior Financial Consultant & Regional Manager Switzerland

Having initially joined Skybound as part of the Client Services team, being voted Switzerland’s Most Valuable Consultant by his colleagues in his first year in the industry, Bryan progressed very quickly to become a fully-fledged consultant.

Over several years, Bryan has gained the experience and expertise required to assist clients with their financial planning needs on a domestic and international scale.

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About Bryan

As a senior consultant at Skybound Wealth Management, Bryan possesses a depth of knowledge when it comes to cross-border financial planning, investments and pensions. In 2022, Bryan was appointed Regional Manager of Skybound’s Switzerland operation.

Having initially joined Skybound as part of the Client Services team, being voted Switzerland’s Most Valuable Consultant by his colleagues in his first year in the industry, Bryan progressed very quickly to become a fully-fledged consultant.

Over several years, Bryan has gained the experience and expertise required to assist clients with their financial planning needs on a domestic and international scale.

Bryan originally graduated from the University of Strathclyde in Glasgow with a master’s degree in Chemical and Process Engineering before moving into the financial services world. He is now a member of the Chartered Institute of Securities and Investments (CISI).

Putting his technical knowledge and understanding to use, Bryan works in conjunction with his clients to create and implement a comprehensive and robust financial plan designed to ensure that the financial future of his clients and their families is secured.

Qualifications & Awards

  • Degree in Chemical Engineering
  • IDD
  • CISI - Level 4 UK Regulation & Professional Integrity
  • CISI - Level 4 Diploma in Investment Advice (Securities)
  • CISI - Level 4 Investment, Risk & Taxation

Regions

  • Switzerland
  • Europe

Years at Skybound

Bryan has worked at Skybound Wealth since 2018.

Areas of Expertise

  • Retirement Planning
  • Lifestyle Financial Planning
  • Income & Cashflow Planning
  • Pillar II & III Planning
  • Repatriation Advice
  • Domestic & International Investments
  • Regular and Lump Sum Savings
  • RSU’s and Option Structures
  • Diversifying Portfolios and Risk Reduction
  • Situs Asset Transfers
  • Education Fee Planning
  • Critical Illness Cover
  • Asset and Insurance Protection
  • Life Insurance Cover
  • Inheritance Tax Planning

My Support Team

Jabir Sarharwalla

Chief Investment Strategist

Carla Smart

Trust & Pension Specialist

Desislava Todorova

Senior Paraplanner

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