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Yesterday we were honoured to host Terry Smith, the esteemed founder of Fundsmith LLP , at our Skybound Wealth Management office in the UAE. His visit provided an invaluable opportunity for our team to gain deeper insights into his renowned investment philosophy, which has driven Fundsmith’s exceptional global success. Terry shared his timeless approach: 1️⃣ Buy good companies 2️⃣ Don't overpay 3️⃣ Do nothing His straightforward yet powerful approach has resonated with investors globally, and it was inspiring to hear him discuss how these principles have shaped Fundsmith's success. Terry’s visit was particularly significant given the recent regulatory changes in the UAE. Fundsmith, in conjunction with Aditum Investment Management, is launching a UAE-based feeder fund for the flagship Fundsmith Global Equity Fund. With over $1 billion of assets already invested in Fundsmith from the UAE, this launch underscores their commitment to continuing to provide the region access to this highly successful global equity fund. Exciting times ahead as we continue to see great investment opportunities in the region!
We are delighted to celebrate a special milestone for Ryan Donaldson as he reaches his 10-year anniversary with Skybound Wealth 🎉 Ryan’s journey began in 2014 as a Paraplanner in the Middle East. From the very beginning, his dedication and talent were evident, quickly making him an integral part of the team. In recognition of his early achievements, Ryan was awarded Best Newcomer Adviser shortly after transitioning to the role of Financial Adviser in Europe in 2018, where he thrived in one of the industry’s most challenging markets. In 2021, Ryan was promoted to Regional Manager - Switzerland, and shortly after, he moved to London to assist Peter Gollogly and Bryan Bann with the creation of Skybound Wealth's European team. Ryan’s passion and drive have also been evident through his role in hosting some of our most well-attended seminars, and helping to expand Skybound Wealth’s reach into new and existing territories. His commitment to professional excellence is further highlighted by his achievement of Fellow Status with the Chartered Institute for Securities & Investment (CISI). Beyond his personal accomplishments, Ryan has played a key role in developing future talent through his mentorship of new advisers and his contributions to our Graduate Academy. Please join us in celebrating Ryan Donaldson’s incredible journey over the past decade. We look forward to all the exciting things yet to come!
Sam Ling has been an invaluable member of our team ever since joining Skybound Wealth Management's Dubai office in 2019. His commitment to continuous learning and professional growth is truly inspiring. From passing multiple exams to evolving from an Associate to a Paraplanner, and now leading client servicing for our US clients, Sam's journey is a testament to his dedication and drive. At Skybound Wealth, we’re proud to have professionals like Sam who exemplify our values and push the boundaries of excellence. His contributions have not only strengthened our Dubai office but have also been pivotal in enhancing our client experiences globally. Congratulations, Sam, on reaching this milestone! Here’s to many more years of success together!
Skybound Wealth Management is proud to announce the appointment of Husain Rangwalla as our new Chief Technology Officer (CTO). Since joining us in 2017, Husain has played a crucial role in developing our digital strategy, and his leadership will now take our tech initiatives to the next level. Our CEO, Mike Coady, shared, "Husain’s deep expertise in technology makes him the ideal leader to guide us through our next phase of digital evolution." At Skybound Wealth, we are committed to innovation, and Husain’s appointment underscores our dedication to staying at the forefront of the wealth management industry.
We are delighted that following a successful internship, Dhruv Chhugani is now a fully fledged member of the Skybound Wealth family! The Skybound Wealth Intern programme has yielded some remarkable individuals over the years with participants going on to hold roles in numerous areas of the business. Lily Johnson Group Head of Talent At Skybound Wealth said of Dhruv: "Since joining our team, Dhruv has consistently demonstrated dedication, a strong desire to learn, and a genuine passion for finance. His contributions have been outstanding, and he has quickly become an important part of our team." Congratulations on this achievement Dhruv, and we look forward to supporting you along your journey!
The concept of a safe withdrawal rate (SWR) is well known and often used in retirement planning. It refers to the maximum rate at which one can withdraw money from their retirement savings without the pot depleting during their lifetime. In this article, Carla Smart - Group Head Of Pensions at Skybound Wealth Management, examines the commonly used 4% rate. Carla also considers how reliable this rule is for expat retirees, and why it's important to balance to strike a balance with your unique personal circumstances.
Skybound Wealth Management is pleased to announce the appointment of Lily Johnson as Group Head of Talent, bringing a wealth of experience to our team. Joining from Atlantis The Palm and Atlantis The Royal in Dubai, where she served as Talent Acquisition Manager, Lily will be responsible for overseeing our global recruitment strategies, ensuring we attract and retain the best talent in the wealth management industry. Mike Coady, CEO at Skybound Wealth said of Lily's appointment: "Lily's proven success in managing recruitment projects and her ability to attract top talent will be crucial as we continue to expand our global operations."
Skybound Wealth Management is pleased to announce the appointment of Evie Kyprianou as Head of Compliance for Europe. Bringing a wealth of commercial and compliance expertise to Skybound Wealth Europe, Evie's appointment highlights our commitment to ensuring regulatory compliance across our European operations. Mike Coady, CEO of Skybound Wealth Management, commented on Evie's appointment: "As Head of Compliance for Europe, Evie’s expertise and commitment to regulatory excellence are invaluable as we continue to expand our European footprint." Read the full story now by clicking the link below
Skybound Wealth Management, a leading global independent financial advisory firm, proudly announces the appointment of Veronica O'Brien as the Head of Corporate Affairs. Veronica's role will encompass overseeing institutional and regulatory affairs and driving strategic initiatives across our global offices. With over 30 years of extensive experience in international financial services, Veronica brings a wealth of expertise to Skybound Wealth Management. Her career spans roles in the Isle of Man, Singapore, and Dubai, having held senior positions at renowned institutions such as Friends Provident International, Ardan International, Generali International (now Utmost International), and Standard Bank International. Mike Coady, CEO of Skybound Wealth Management, commented on Veronica's arrival: “We are delighted to welcome Veronica to the Skybound Wealth team. Her genuine understanding of the industry will be instrumental as we continue to expand our global presence and enhance our offerings. This appointment underscores our commitment to attracting top talent.” You can read more about this exciting appointment which follows the recent opening of new offices in Cyprus by clicking the link below:
At the weekend, Skybound Wealth's Joshua Burton took on the Total Warrior : Great Northern Mud Run in Leeds to raise funds for the My Name'5 Doddie Foundation Along with his brother and a supportive group of friends from back home, Josh’s warm weather conditioning came in handy as they battled against obstacles such as ‘The Plunge’ and the ‘Human BBQ,’ dotted across the 12 km course! We are sure you will all agree, this is a tremendous effort by Josh and for an incredibly important cause. Please consider donating if you can by clicking the link below>>
