Episodes
Expat Investor - Episode 36: Empowering Female Expats in Financial Planning
Welcome to the latest episode of the Expat Investor Podcast. This time, we’re diving into the unique challenges and opportunities that female expats face in financial planning.
Hosted by Carla Smart, Chartered Financial Planner and Group Head of Pensions at Skybound Wealth Management, this episode brings together insightful voices from her guests, Rhiannon Bagshaw and Umarrah Shafiq, two new financial advisers at...
Published 11/04/24
Expat Investor - Episode 35: How Skybound Wealth Management Nurtures Talent and Builds Careers with Peter Gollogly
In the latest episode of the Expat Investor Podcast, Tom Pewtress welcomes back Peter Gollogly, Regional Director - Europe at Skybound Wealth Management. Peter shares his unique 12-year career journey, highlighting the company’s approach to nurturing talent and fostering long-term career growth in the financial services industry.
Peter’s Journey: From Intern to Executive...
Published 10/09/24
Expat Investor - Episode 34- Exploring Property Investment: Leveraging, Risks, and Strategic Planning
Welcome back to the Expat Investor Podcast! This week, we're diving deep into the world of property investment with your host, Tom Pewtress, Head of Global Partners at Skybound Wealth Management, and special guest Simon Athwal, a seasoned financial advisor with many years of experience in the Middle East.
Why Property?In this episode, Tom and Simon tackle one of the most frequently asked...
Published 08/13/24
Expat Investor Episode 33: Planning As An Expat Parent
The Expat Investor Podcast takes a slightly different approach in this episode. Skybound Wealth Financial Advisor, Max Gerstein sits down with a Zee, a South African expat living in Dubai desperately trying to strike a balance between enjoying the present, whilst planning for the future. Dubai is famed for its high living costs and dynamic lifestyle, and Zee shares her personal journey and challenges in achieving financial stability...
Published 07/01/24
Expat Investor Episode 32 - Tom Pewtress, Group Head of Technical at Skybound Wealth and Olympic Medalist & World Champion Jamie Baulch
In a departure from our usual podcast format, we had the pleasure of welcoming Jamie Baulch, a retired Olympic Sprinter with an illustrious career. Jamie's journey is not just about his athletic triumphs but also the valuable lessons he learned along the way, particularly in the world of finances.
Published 04/15/24
Expat Investor Episode 31 with Tom Pewtress and Max Gerstein - Insurance Planning
Today I don’t want to talk investment management. I want to talk about insurance planning. Last year I covered this topic on a number of occasions, but over the course of the last 12 months I have witnessed scenarios when planning was done well, planning was done to some extent and planning had not been done at all – sadly all cases needed the best planning to be in place but not all did.
I can’t stress...
Published 03/05/24
Expat Investor Episode 30 Market Review And Outlook With Tom Pewtress and Jabir Sardharwalla - Planning On Purpose With Tom Pewtress and Paul Butler
Published 02/02/24
Episode 29: A Look At The Markets with Edmund Teasdale and Special Guest, Oliver Harwood from Quilter Cheviot.
Published 09/20/23
Episode 28: AI is taking over. Are emerging markets set to benefit?
With Tom Pewtress and special guest, Olivia Wingrove from LGT Wealth Management
Published 08/23/23
Episode 27: Moving Abroad - the process, the challenges, the joys with Tom Pewtress, Peter Gollogly, Bryan Bann & Jonathan Lumb
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;...
Published 05/10/23
Episode 26: Are you an Aussie expat? with Tom Pewtress and Ryan Donaldson
Are you an aussie expat? Or thinking about moving to Australia in the future... buckle up, we've got some must things know coming up in todays show.
I’m Tom Pewtress, you host for today’s Expat Investor Podcast. Today I’ll be joined by Ryan Donaldson, Regional Manager, Europe.
Over the last 18 months you and your teams have helped countless Australian expats around the world and across Europe but this year...
Published 05/03/23
Episode 25: Are you a South African living abroad? with Tom Pewtress and Christopher Bowler
In this episode we look at the following:
Why are we talking about South African expats today?
South Africa added to the FATF grey list. Who are FATF and what is the grey list?
What does this mean for South African expats?
Following on from the grey list, is it advisable for expats to keep investing in the ZAR?
How much are South African deposits insured up to?
What options do you...
Published 04/27/23
Episode 24: An Interview with Rachana Pillamari, Product Specialist with Tom Pewtress and Rachana Pillamari.
Since joining Skybound Wealth almost 4 years ago as an intern, Rachana quickly found her passion in the world of digitalisation and spent countless hours researching products, solutions and systems available in the market. This wealth of knowledge led to Rachana playing an integral role in the development of Plume, a purpose-built system developed to enhance all elements of the advice...
Published 04/20/23
Episode 23 - Seven Mistakes To Avoid When Investing In Property with Tom Pewtress and Michael Wales, RPA Group.
They look at mistakes to avoid when investing in property and the UK property market.
Published 04/12/23
Episode 22 - Q1 Market Review with Tom Pewtress and Jabir Sardharwalla.
Looking back at the Q1 Markets and a look ahead to the next quarter.
Sign up for the the webinars mentioned in this weeks podcast below:
20th April - Expats In Portugal with Ryan Donaldson - 2pm Europe Time
26th April - Retirement Assets In South Africa and How To Access Them If You Should No Longer Be There with Chris Bowler - 2pm Europe Time.
26th April - Retirement Assets In South Africa and How To Access Them If...
Published 04/06/23
Episode 21 - Women Like Us with Tom Pewtress and Taylor Condon.
We talk about Women Like Us, what it is and how it helps expats connect all over the world.
If you would like to discuss anything in this episode, contact
[email protected]
Published 03/29/23
Episode 20 - Swiss Banks, UK Budgets - A Closer Look With Tom Pewtress, Paul Butler and Carla Smart.
We talk about the UK Budget and what it means for UK pensions.
Published 03/23/23
Episode 19 - Cash Is Trash - Silicon Valley Bank & Credit Suisse with Tom Pewtress
We talk about the choppy week markets are having and the collapse of three banks.
Published 03/16/23
Episode 18: Rules Of Thumb with Tom Pewtress.
We talk about Rules of Thumb, what it is and how you should go about it.
Published 03/08/23
Episode 17: Capital Gains Tax With Tom Pewtress & Paul Butler.
We talk about Capital Gains Tax, what it is, how it may feature in your life and what the UK government have been up to recently to try and make you pay more of it.
Published 02/15/23
Episode 16: Are central banks ending monetary tightening? with Tom Pewtress and Special Guest Oliver Harwood, Investment Manager, from Quilter Cheviot.
Published 02/09/23
Episode 15: International Insurance and Protection with Tom Pewtress, Paul Butler and special guest Carlton Crabbe.
We talk about why international insurance and protection is so important.
Published 01/30/23
Episode 14: A look back at 2022 and the 2023 Outlook with Tom Pewtress and Jabir Sardharwalla
We will be taking a look back at 2022 and the 2023 Outlook
Published 01/17/23