Skybound Wealth Management | The Expat Investor Podcast

‍Episode Overview

Welcome to our Expat Investor Podcast Special – Moving abroad – where today I’ll be joined by a number of our team here at Skybound Wealth to discuss the process, the challenges, the joys and hear some of the stories our team have encountered when they decided to move overseas.

Quick recap of the markets from the previous week
Joined by a trio of guests; Financial Planning Director Peter Gollogly, Regional Manager for Geneva Bryan Bann, and Regional Manager for the UAE Jonathan Lumb.
Over the last 18 months what has been a main concern for clients?
Having moved more than once to a new country, was there something that you prioritised differently on your last move?
What were the biggest challenges that you faced when you first moved?
Did you have any milestones set up to achieve before you first moved abroad?
What do you think is the biggest factor as to why clients move on from where they first were situated?
Finally, what drives you all to remain living and working where you do?

About the Guests

Peter Gollogly
Peter’s journey with Skybound Wealth began with being awarded the Top New Consultant within his first year as a financial adviser. Since this milestone, Peter has gone on to spend time in the Middle East advising expats on how they can make the best of their time in the GCC, before relocating to Switzerland In 2017 where he furthered his knowledge and experience helping expats. Peter became a Regional Director and Board member in 2022.

Bryan Bann
Bryan initially joined the Skybound Wealth family as part of the Client Services Team and was quickly voted by his colleagues as Switzerland’s Most Valuable Consultant. It wasn’t long before Bryan was a fully qualified Consultant and since then has gained the necessary experience and expertise to assist clients with their financial planning goals.

Jonathan Lumb
Jonathan possesses a depth of knowledge in all aspects of financial planning having been a Senior Adviser at Skybound Wealth for over a decade. During his time, Jonathan has worked in the UK, Australia as well as 13 years in the Middle East alone! Using his experience he is able to offer clients a comprehensive financial plan that will align with your long-term goals.

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Disclosure

This was recorded on the 9th May 2023 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

Peter Gollogly

Chartered MCSI

Regional Director Europe

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.

Jonathan Lumb

Senior Financial Adviser

Having worked in the U.K., Australia and the Middle East, Jonathan has the experience and understanding to assist clients with financial planning advice and security on a domestic and international level. Using his experience and knowledge, Jonathan works alongside you to create and implement a comprehensive financial plan designed to ensure your long-term ambitions becomes a reality and your future lifestyle is protected.