Skybound Wealth Management | The Expat Investor Podcast

After a break towards the end of last year, we are delighted to welcome back Tom Pewtress and the Expat Investor Podcast. For the first episode of 2024, Head of Technical and Global Partners at Skybound Wealth Tom Pewtress welcomes two guests- Skybound Capital’s Chief Strategist Jabir Sardharwalla and Senior Financial Planner Paul Butler.

In the podcast, we reflect on 2023 briefly and then look forward at 2024 in terms of what we can expect from markets and the wider picture.

Market Review And Outlook With Jabir Sardharwalla

Look back at 2023 – Winners and Losers
Outlook for 2024
A big topic this year
How, if at all, do these factors change your view on asset allocation, portfolio makeups, etc.?

Planning On Purpose With Paul Butler

Planning on Purpose
Budgeting – The Three Envelopes
The Bigger Picture
Set it, Automate it
Reviewing your plans
Where are you vulnerable?

For anyone who's looking to build some accountability into their financial plan this year please do feel free to reach out to Paul or any one of the team here at Skybound Wealth. It's been great to have you along today and we look forward to seeing you again soon.

About Our Guests

Jabir Sardhawalla is an accomplished and highly regarded professional serving as the Group Chief Investment Strategist at Skybound Capital. With a stellar track record in the financial industry, he plays a pivotal role in shaping the investment strategies of the organisation.

Paul Butler is a senior financial adviser at Skybound Wealth who has 30 years’ experience both in the UK and Middle East providing independent, holistic financial planning and advice to enable clients to build a coherent, joined up financial plan that makes sense and empowers clients to achieve the future they desire, while having some fun along the way!

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Disclosure

This was recorded on the 29th January 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.

Written By

Paul Butler

ACSI

Senior Financial Planner

A Dubai resident of 10+ years, Paul Butler is a senior financial adviser at Skybound Wealth who has 30 years’ experience both in the UK and Middle East providing independent, holistic financial planning and advice to enable clients to build a coherent, joined up financial plan that makes sense and empowers clients to achieve the future they desire, while having some fun along the way.

Tom Pewtress

ASCI

Group Head of Proposition

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.