David Rankin
Senior Wealth Advisor
David specialises in working with professionals looking to retire in the UK or Australia. He provides holistic financial planning and wealth management solutions.
Professional Qualifications
- Insurance Authority, Principles and Practice of Insurance
- Insurance Authority, Long Term Insurance
- Insurance Authority, Investment-linked Long Term Insurance
- BA, Law & Economics
- BA, Mandarin
David's role involves
David has been living as an expat in Asia for almost seven years, including four years in Hong Kong working for various wealth managers. In his role, David provides holistic financial planning and wealth management solutions tailored to meet the needs of individual clients.
He specialises in working with expats and international professionals in Hong Kong and professional investors with international tax considerations.
David's areas of expertise
- Expat planning
- Retirement planning
- Financial planning
Let's chat about
your goals
Get in touch to learn how we can introduce top-tier wealth transformation solutions to you.