Adviser Corner
Think You'll Never Go Back? The Reality of Returning Home for Expats in Europe
Mark Tucker, Senior Financial Adviser at Skybound Wealth Management discusses the reality of returning home for expats in Europe
April 16, 2025
Wealth management has always hinged on trust and expertise. But in today's digital-first world, trust is also built through transparency, accessibility, and experience. That’s why Skybound Wealth Management didn’t just digitise, it reimagined how clients and advisers interact with wealth.
In an industry often slow to innovate, the Skybound Client App has emerged as a standout. Built for advisers, designed for clients, and driven by real feedback, it’s now shaping the way wealth is experienced in the 21st century.
When the Skybound Client App launched in early 2024, the mission was clear: bridge the growing divide between traditional wealth management and the intuitive digital experiences clients now expect. Within weeks, 1,500 clients had joined, and engagement skyrocketed past 80%. But the vision was never about just building features. It was about building a platform that redefines wealth interaction.
We saw early on that data alone wasn’t enough. Clients didn’t just want to see their investments, they wanted to feel in control of them. That meant moving beyond reports and into real-time action.
For years, digital tools in wealth management were designed to meet back-office needs, not client expectations. The result? Platforms that looked modern but felt transactional. At Skybound, client and adviser feedback revealed a deeper truth: users craved something more immersive.
Clients didn’t just want dashboards. They wanted an experience that reflected the best of consumer tech: self-service functionality, frictionless communication, intuitive interfaces, and transparency without trade-offs. They wanted a tool that made them feel confident, connected, and in control, not overwhelmed.
For advisers, the ask was different but just as clear. They didn’t fear technology, they wanted it to amplify their role. The App had to make advisers more visible, more responsive, and more strategic, not replace them.
The initial version of the Skybound Client App proved one thing: clients were ready for change. But it was the 2.0 release that delivered on the full promise of digital wealth management.
More than just an update, Version 2.0 was a shift in how clients and advisers interact with their portfolios. Built entirely on user feedback, this release introduced:
We didn’t just add features, we rethought how people want to experience their finances.
2.0 brought purpose and personalisation into every corner of the app. What started as a digital gateway became a fully-fledged financial control centre.
Whilst it’s easy to talk about transformation, it’s somewhat harder to prove it. But the data speaks volumes.
More importantly, the app has redefined the rhythm of client-adviser relationships. Clients now feel more involved, more informed, and more confident in taking action. Advisers, in turn, are better equipped to respond quickly and offer strategic input where it matters most.
The in-app feedback loop, ratings, reviews, and direct suggestions, continues to fuel feature development and refine user experience. It’s a living ecosystem, constantly evolving through real-world use.
The next chapter for the Skybound Client App is about convergence, bringing together every aspect of a client’s financial life into one seamless, intelligent ecosystem.
With the upcoming release of WealthLink, clients will be able to integrate their full financial universe:
All displayed in a clear, real-time snapshot that evolves alongside their financial journey.
We’re also introducing features that enhance day-to-day usability and deepen the adviser-client connection:
This is more than convenience. It’s a shift from transactional interaction to continuous engagement, making wealth management feel effortless, responsive, and deeply aligned with each client’s evolving goals.
The Skybound Client App isn’t just a digital solution. It’s the foundation of a new way of thinking. One that blends the best of technology with the trust and nuance of human advice.
Internally, it’s sparked a broader cultural transformation. Product, advisory, and service teams now collaborate more closely, driven by real-time user feedback and shared outcomes. Decisions are faster, iterations are sharper, and innovation is no longer limited to a department, it’s embedded across the business.
The app has already:
And it’s only the beginning.
As the flagship product within Plume WealthTech, the app represents our long-term vision: a future where managing wealth feels as seamless and empowering as managing your daily life, without sacrificing the human connection that makes it meaningful.
We’re not just building tools. We’re reshaping the experience of wealth itself. And with every release, we’re proving that innovation in our industry doesn’t have to be slow, conservative, or reactive.
It can be bold. It can be elegant. And it can be deeply human.
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