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Skybound Wealth Welcomes Bethany Ward as Partnerships Manager
Skybound Wealth Welcomes Bethany Ward as Partnerships Manager
January 22, 2025
A2024 was a transformative year for Skybound Wealth Management that solidified our position as a trusted independent financial adviser and leader in wealth management. As we step into 2025, we take a look back at a year of remarkable achievements that have shaped our journey, from global expansion to cutting-edge innovation.Here’s how we made it happen:
2024 was a year of growth in every sense of the word. Our commitment to being where our clients need us most drove significant milestones:
New Offices: London and Nicosia joined our global network, enhancing our ability to serve clients in key markets and wealth hubs. These expansions brought us closer to the communities we serve, reflecting our mission to deliver personalised advice wherever life takes our clients.
Significant Growth: A 25% year-on-year increase in Assets Under Management (AUM) underscored the trust our clients place in us. This achievement is not just a number; it’s a testament to the relationships we’ve built and the tailored solutions we deliver.
Mike Coady, CEO, shared: “These milestones reflect the confidence of our clients and the dedication of our team to deliver exceptional service everywhere we operate.”
Recognition is never the goal, but it is a reflection of our dedication to clients. In 2024, our client-focused approach earned global accolades:
Company of the Year – Reader’s Choice at the Investment International Awards as voted by our clients.
Excellence in Client Services, with wins in the Middle East, Rest of the World, and Overall categories.
Best Employee Benefits Solution (Highly Commended).
These achievements reflect the trust of our clients and the dedication of our team. As Mike Coady, CEO, shared: “These awards represent both the unwavering support of our clients and the tireless efforts of our team to deliver exceptional service.”
2024 was a year of redefining wealth management through groundbreaking technological advancements:
Plume Wealth Tech Platform: A fully proprietary tech platform that is unique in the industry, equipping both clients and advisers with powerful tools to enhance visibility, provide greater flexibility, tailor products effectively, and deliver superior client service.
SkyboundWM App: Real-time updates, personalised risk assessments, and market insights are now in the palm of your hand, empowering clients like never before.
Salesforce Integration: By streamlining operations, our advisers can focus on what they do best, delivering strategic, high-value advice.
These innovations earned us the Leading Wealth Tech Adopter of the Middle East 2024 award. Judges commended our “forward-thinking approach and dedication to cutting-edge technology,” while Husain Rangwalla, COO, highlighted how these tools have elevated customer service and fostered a forward-looking mindset.
At the heart of Skybound’s success is our talented team and our commitment to nurturing future leaders in wealth management:
The Academy at Skybound Wealth: This initiative provides structured training, mentorship, and global opportunities,nurturing the next generation of advisers.
Loyalty Milestones: 42% of our team celebrated over five years of service. Standouts like John Storrie (18 years) and Jonathan Lumb (14 years) exemplify the dedication and commitment that drive our success.
Our people are more than employees; they’re the foundation of the trust and excellence we deliver to clients every day.
In 2024, we proudly launched Women Like Us (WLU) in the UAE, an initiative designed to meet the unique financial needs of female expats:
Tackled challenges like career breaks and longevity through interactive workshops and tailored advice.
Built a supportive community, empowering women to take control of their financial futures.
This initiative exemplifies our commitment to providing inclusive and meaningful financial solutions for all.
We launched Soar, our quarterly newsletter that has quickly become a trusted resource for expats,empowering them to make informed financial decisions:
Global Perspectives: Advice from experts across our international offices ensures relevance for a global audience.
Relevant Trends: Topics like UK pension changes and Swiss investment opportunities address timely concerns.
Actionable Strategies: Practical tips to maximise returns, explore tax-efficient options, and stay ahead of market shifts.
Soar isn’t just a newsletter; it’s a powerful resource that allows expats to make informed investment decisions and encourages financial empowerment.
Our collaborative spirit and commitment to excellence are at the core of our success:
Personal Development: 2024 saw a many of our team passing industry exams enabling them to expand the scope of their advice and offer a wider range of tailored solutions to clients. This dedication to professional growth reflects our commitment to providing the highest standard of advice.
The SOAR Conference: This annual event celebrated outstanding contributions and strengthened our shared vision.
As we move into 2025, we carry forward the momentum of 2024’s achievements. With advancements in technology, a growing team, and an unwavering focus on client success, Skybound Wealth Management is poised for another transformative year.Thank you for being part of our journey. Together, we look forward to achieving even greater milestones in 2025.
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