Rodric Davies

Senior Financial Planner

Rodric has worked in the Financial Services Industry since graduating University in 2006 with a Degree in Economics and Geography. He started his career as a Mortgage Advisor for one of the UK’s largest Brokerage firms and progressed to a Financial Planning Manager at HSBC UK by 2010.

Rodric moved to Switzerland in 2013 to continue his career progression, working for a leading Hedge Fund, MAN Investments AG, for over two years before returning to Financial Planning and Wealth Management.

Throughout his twelve years’ experience Rodric has developed his holistic approach to financial planning and helping clients achieve their goals, both locally and internationally.