Soaring into 2025: A Bold Start, A Bright 2025

New year, new heights. In our world at Skybound Wealth Management , that’s more than just a motto – it’s our mission. As part of the Group Executive Committee, I’m incredibly proud to share the story of how we’ve embarked on 2025 with intensity, purpose, and a touch of magic at our SOAR conference.

The Big Launch

Picture a bird, perched on a branch before taking flight. It doesn’t hesitate, doesn’t wait for the perfect breeze – it simply soars. That’s exactly how we decided to begin this year: from the very first Monday of 2025, we were up and running without delay. The energy in the building was palpable. Like a plane charging down the runway, our conference – SOAR (Skybound, Opportunity, Achievement, Results) – was our full-throttle launch into a transformative year.

An All-Encompassing Gathering

At Skybound, we thrive on collaboration and inclusivity. Over the course of our two-round, two-day global conference, we brought everyone together for a series of focused discussions:

• Technology & Innovation: Demonstrations of cutting-edge platforms that will propel us forward in a rapidly evolving industry.
• Compliance & Advice: Ensuring our ethical standards stay at the core of everything we do.
• Brand Creation: Elevating Skybound’s presence so we can resonate with more clients than ever before.
• Setting Targets & Investment Proposition: Reiterating our goals and clarifying our strategic roadmap for success.

Everyone—whether new to the team or a longtime veteran—had a voice. By reviewing our numbers and plans together, we fostered transparency and accountability, leaving no question unasked and no idea unexplored.

Growing the Skybound Family

One of the most rewarding aspects of our business is seeing new faces join and thrive. In 2024 alone, 42 new hires enriched Skybound with their diversity, fresh perspectives, and contagious energy. Now, in 2025, we’re thrilled to welcome two pivotal additions to the leadership team:

• Danny Sutherland , Financial Controller
• Dmitriy Ermakov , Head of Marketing

Both bring a wealth of expertise and share our core values of intent, inclusivity, transparency, accountability, innovation, and hard work – exactly the traits that shape our culture.

Opportunity on the Horizon

In a crowded financial advice market, it’s easy to view competition as a barrier. We see it as a springboard. Armed with a clearly defined niche, strong capabilities, and—most importantly—an exceptional team ready to innovate, we’re primed to own this moment. 2025 isn’t just another year on the calendar; it’s our platform to cement our status as a progressive leader in this ever-evolving industry.

Reflecting on Our Achievements

2024 proved to be a remarkable year in which we raised the bar on what’s possible.

• We celebrated team and individual achievements alike.
• We cultivated a culture that encourages continuous learning and recognized those who embody these values.
• We scooped up awards such as Company of the Year, Excellence in Client Services, and Leading Tech Adopter—testaments to the unwavering dedication of every single person who calls Skybound home.

We owe a huge thank you to everyone for their commitment, creativity, and resilience. Your success stories not only inspire us but also remind us of the limitless potential we hold.

Looking Ahead: 2025 Results and Beyond

If the accolades of 2024 tell us anything, it’s that we’re on the right path. As we charge forward into 2025, we’re setting even higher goals and bigger ambitions. SOAR is not just the name of our conference; it’s our guiding philosophy. We’re taking flight to new altitudes, and we want you on board for the journey.

For those intrigued by our vision and looking for a company that values passion, innovation, and camaraderie, consider this your open invitation. Reach out to us at [email protected] – let’s see how high we can soar together.

In Closing

We aren’t a business that tiptoes into a new year, hoping for good outcomes. We leap forward with confidence and clarity of purpose—like a bird taking off at dawn, like a plane blazing down the runway. 2025 is here, and together, we’re ready to make it extraordinary.

Let’s keep our eyes on the sky, our focus on the future, and our hearts on the people we serve. Here’s to a thrilling journey ahead—let’s SOAR.