"I have been with Skybound for 15 years and have enjoyed a variety of roles within the company. Skybound invest in their employees as they actively encourage staff to study and sit relevant qualifications. On a personal note, Skybound have been really supportive with my work life balance, as I am now a mother of two and they give me some flexibility with my work so I can achieve great results at work whilst raising a young family."
Sharon Pearson
Skybound is a leading international IFA providing global financial planning advice for almost 20 years. With offices in the UK, Switzerland, Dubai, Abu Dhabi and USA we are looking after over 10,000 international clients, managing over $1bn AUM.
Skybound are a privately owned company, that works purely in the interest of clients. Our independence allows our dedicated Investment Committee to choose from the open market and tailor solutions around the client.
Skybound has adopted the principles of UK based financial planning, adhering to 'Treating Customers Fairly (TCF)' policies, UK Data Protection principles and comprehensive and transparent reporting to clients, partners and regulators.
All planners are required to meet minimum training standards and are regularly assessed to ensure complete compliance. And we reward those who continually place client interest before their own.
The most important USP for Skybound is our strong regulatory background, that has been with us since our inception.
We hold an FCA license with MIFID passporting rights. While our global office all hold the necessary licenses to operate in their respective locales.
Furthering our strong licensing and client offering is our dedicated internal compliance team.
Their due diligence ensures we continue to develop new terms of business with investment and insurance providers, while staying ahead of regulatory changes.
We have an industry leading investment proposition, that is constantly reviewed by our investment committee.
Our investment philosophy, based on four key principles; consistency, long term growth, quality investments and diversification.
Our advisers are supported by a large operations team, who handle queries from providers, trustees and clients to ensure the smooth issuance of new business advice.
Business Development Managers are in place to introduce our unique proposition prior to setting up a first meeting with an adviser.
We are also supported by a dedicated marketing team, who create brochures, sales aids and advertising campaigns.
Often overlooked, Skybound has a strong team ethos. Our advisers, BDMs and administrative staff spend a lot of time together, and the sense of camaraderie is a real draw.
You can reach us directly by calling us between the hours of 8:30am and 5pm at each of our respective offices and we will immediately assist you.
Investing involves risk including the loss of principal. No guarantees of investment performance are offered. Your account values will fluctuate and there will be periods involving negative returns. Investing requires a long term time horizon.
The advice provided by Skybound Wealth Management USA, LLC is provided through a registered investment adviser tailored to suit your individual circumstances and risk appetite. Registration as an investment adviser does not imply a certain level of skill or training.
Skybound Wealth Management LLC is part of the Skybound Wealth Management Group, for all Group regulatory details please visit our regulations page.
Copyright © 2021. Skybound Wealth Management USA, LLC. All rights reserved. Skybound Wealth Management USA, LLC is registered with the SEC: CRD 313358. SEC No. 801-121157.
Check the background of this firm on the Investment Adviser Public Disclosure page.
