MAKING WEALTH MANAGEMENT ACCESSIBLE

Skybound Wealth CEO, Mike Coady on how tailored, cross-border financial advice is helping expats take control of their futures

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The old wealth management playbook is no longer effective, especially for expats. Many now live internationally but are taxed or assessed by multiple jurisdictions. Add to that market volatility, inflation, shifting residency rules, and increased global tax scrutiny, and there's little room for error.

But more than just regulatory changes, the bigger shift is in mindset. Expats increasingly realise that high income doesn't guarantee lasting wealth. They want clarity and structured planning from advisers who truly understand their mobile lifestyle. It's no longer enough to recommend a fund, clients want a strategy that's portable across borders, whether that's Dubai, the UK, Europe, or beyond.

As a result, demand for proper cross-border planning, tax structuring, succession planning, and pension portability is rising. Traditional advisers often fall short in these areas. Expats now expect more and rightly so.