David Rankin's 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 Rankin's Licenses

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

Other members of the team

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