David is a certified financial planner and holds an RNF licence via the Monetary Authority of Singapore. His expertise in the industry spans complex cross border, multi jurisdictional private wealth solutions for clients in over 100 countries world wide. David has an ability to apply both critical thinking and pragmatism in unison with his natural empathy which has shaped his purely, client centric and culturally sensitive work ethic.David’s adaptable, bespoke, objective based solutions and technical knowledge ensures he is perfectly placed to deliver holistic advice to high-net-worth and ultra-high-net worth clients. -------------Mob - +6583001249
Currency Exchange
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Client Account ExecutiveCurrency Exchange Aug 2024 - PresentSpain
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SabbaticalSabbatical Break Jul 2023 - Jul 2024
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Private Wealth DirectorGlobaleye Nov 2021 - May 2023SingaporeFull comprehensive Financial PlanningPortfolio management Liquidity solutions Legacy planning & inter-generational wealth succesion Private equity opportunitiesRecent Honors & AwardsBest insurance platfrom for the wealth management sector - Singapore 2022Wealth Briefiing Asia awards 2022Excellence in Digital Innovation - Singapore - 2019Best Practice Adviser AwardExcellence in Investment Planning - Singapore 2019Best Practice Adviser AwardExcellence in Business Strategy - Singapore 2018Best Practice Adviser Award -
Senior Financial AdvisorGlobal Financial Consultants Pte Ltd (Gfc) Sep 2020 - Nov 2021Singapore, SingaporeGlobal Financial Consultants (GFC) is an independent boutique wealth management and life planning firm based in Singapore, established in 2003 and regulated by the Monetary Authority of Singapore. We have served clients from UK, Europe, US, Australia, China, India and more.The consultants at “Global” pride themselves on providing honest and unbiased financial advice that helps individuals create and protect their wealth.Whatever your financial goals are we are here to help. Our areas of speciality are:CPF OptimizationInvestment ManagementTax optimization / PlanningSavings plans (Tax Effective)Life and Critical Illness Cover (Insurance)Pension and Retirement Planning -
Wealth ManagerChase Belgrave Aug 2017 - Mar 2020International Pension Transfer & Investment Adviser operating in 100 countries worldwide
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Business Development ManagerAbbey Wealth Aug 2014 - Jul 2017Marbella, Andalusia, Spain
David Plumpton Skills
David Plumpton Education Details
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Harrogate College ( Leeds Met)English Language And Literature, General
Frequently Asked Questions about David Plumpton
What company does David Plumpton work for?
David Plumpton works for Currency Exchange
What is David Plumpton's role at the current company?
David Plumpton's current role is Client Account Executive.
What schools did David Plumpton attend?
David Plumpton attended Harrogate College ( Leeds Met).
What skills is David Plumpton known for?
David Plumpton has skills like Private Equity, Private Wealth Management, Investments, Inheritance Tax Planning, Succession Planning, Intergenerational Wealth Transfer, Family Office, Multi Generational Wealth Transfer.
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