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April 30, 2024

Skybound Wealth Management Announces Strategic Leadership Transition

Skybound Wealth Management Announces Strategic Leadership Transition

Skybound Wealth Management, a global independent financial advisory firm, is pleased to announce a strategic leadership transition that aligns with its vision for future growth and innovation.

By way of mutual agreement, Ian Sweet has decided to step down as Interim CEO of Skybound Wealth Management.

A message from Ian:

“I have been involved with Skybound Wealth Management over many years and it’s time to move on to pursue other things I am interested in. I have many fond memories and worked with some wonderful people, many of whom are good friends. I wish them all well as they continue onwards.”

Mike Coady, a well-respected leader in the financial services industry, will assume the role of Chief Executive Officer, alongside his fellow Exco members, Husain Rangwalla, Josh Burton, and Peter Gollogly.

The appointment of Mike Coady comes after thoughtful consideration by the shareholders of the company and is aimed at aligning SWM’s strategies with the evolving needs of the market and its future growth objectives.

With over 25 years of exceptional experience in financial planning and wealth management, Mike has successfully led transformative projects across the globe. His expertise is grounded in a deep understanding of the financial challenges and opportunities faced by its clients, making him the ideal leader to guide SWM into its next chapter.

Under the former Interim CEO, Ian Sweet, SWM has built a strong foundation, achieving a number of important milestones and setting the stage for future growth.

Mike's vision for SWM is to enhance its client-centric approach, ensuring that the firm remains at the forefront of financial advice and wealth management solutions. His extensive experience, coupled with his track record of fostering growth and innovation, will be instrumental in leading the firm forward.

"I am truly excited to lead SWM and build upon the solid foundation laid by the senior management team. Together, we will drive our mission to provide market-leading wealth management services, ensuring our clients achieve their financial goals and aspirations," said Mike Coady.

SWM remains committed to its clients and partners, and we are confident that under Mike’s leadership, the company will reach new heights, setting new standards in the wealth management industry.

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Soar Issue 3: The Essential Read For International Investors