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Investing
Pilots, Autopilots, and Advisers: The Future of Wealth Management
CTO Husain Rangwalla discusses how Plume WealthTech empowers advisers at Skybound Wealth, enhancing client service through cutting-edge technology.
September 30, 2024
In the latest episode of the Expat Investor Podcast, Tom Pewtress welcomes back Peter Gollogly, Regional Director - Europe, at the award-winning Skybound Wealth Management. Peter shares his unique 12-year career journey, highlighting the company’s approach to nurturing talent and fostering long-term career growth in the financial services industry.
Starting as an intern, Peter quickly climbed the ranks, ultimately becoming a key member of Skybound Wealth’s executive committee. His story serves as a testament to the company's ability to identify potential and create opportunities for its team members. Reflecting on his experience, Peter highlights the pivotal moments in his career, including his time working abroad and his involvement in key company decisions.
One major milestone for Peter was hitting his 10-year mark with the company, a rare achievement in the international wealth management space, where job-hopping is more common. His rise to the executive committee underscores Skybound Wealth's commitment to investing in homegrown talent.
Skybound Wealth Management has consistently demonstrated its ability to onboard young, ambitious individuals and help them carve out successful careers in financial services. Tom and Peter explore how Skybound Wealth's approach goes beyond traditional recruitment, offering mentorship, training, and career development programmes tailored to the needs of each individual.
Peter is a firm believer in giving back to the company’s younger team members, emphasising the importance of patience, mentoring, and skill development. "We've got a lot of selfless people who dedicate time to nurturing and developing others, which is a real cornerstone of our culture," he says.
Skybound Wealth Management has developed a blueprint for it's career pathways, transforming what was once an "accidental academy" into a structured programme designed to bring the best talent into the company and guide them through their careers. Peter shares the exciting developments in creating an industry leading training academy, allowing young professionals to gain the qualifications and experience they need to thrive in the competitive world of financial services.
When it comes to recruiting new team members, Skybound Wealth Management looks beyond traditional qualifications. While a strong academic background is beneficial, Peter emphasises that passion, drive, and a genuine interest in financial services are far more important. Whether you're from a finance background, the military, or even recruitment, Skybound values the diversity of experience its team members bring.
"At the end of the day, you've got to love what you do," says Peter. "If you're passionate about financial services, you'll thrive here."
Peter offers one key piece of advice for anyone starting their career in financial services: pick the right company. "Your first company shapes your career," he advises. "Make sure it’s a place that aligns with your values and offers the right opportunities for you to grow."
Tune in to this insightful episode as Peter and Tom discuss his unique 12-year career journey, highlighting the company’s approach to nurturing talent and fostering long-term career growth in the financial services industry.
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This was recorded on the 1st October 2024 and all information was correct at the time of recording. As always this podcast is for educational purposes only and is not a personal recommendation. If you’re unsure what’s right for you, you should seek advice. Past performance isn’t a guide to the future, and investments rise and fall in value so you could get back less that you invest.
Tom Pewtress is an experienced and forward-thinking financial adviser who specialises in guiding expats through the complexities of cross-border financial planning. With years of experience in multiple jurisdictions, Tom has a deep understanding of the unique financial needs and challenges that come with an international lifestyle.
Tom is dedicated to helping international professionals like you build secure, customised financial strategies that safeguard your assets, optimise growth, and support your long-term aspirations. His approach is grounded in trust and transparency, ensuring you feel confident and supported in every financial decision. Connect with Tom to explore a tailored plan that puts your financial security and future lifestyle at the forefront.
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