Simon Patterson Email & Phone Number
Executive Director @ Julius Baer
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Simon Patterson Location
- Durham, GB
Simon Patterson Work
- 2025 - now Executive Director @
- 2017 - 2025 Director @
- 2011 - 2017 Vice President @
- 2000 - 2011 Manager, Investments and Pensions Team @
Simon Patterson Education
- Edinburgh Napier University
BA (Hons) (Financial Services Management)
2006 - 2009
Simon Patterson Skills
- Life Insurance
- Strategic Financial Planning
- Inheritance Tax Planning
- Capital Gains Tax
- Investment Management
- Pensions
- Personal Tax Planning
- Investment Advisory
- Independent Financial Advice
- Retirement Planning
- Cash Flow Forecasting
- Cash Management
- Income Protection
- Financial Risk
- Asset Allocation
- Tactical Asset Allocation
- Chartered Financial Planner
- Equities
- Bonds
- Wealth
- High Net Worth Individuals
- Financial Advisory
- Trusts
- Financial Services
- Retirement
- Wealth Management
- Wealth Management Services
- Finance
- Financial Planning
- Investments
- Sales
- Team Leadership
- Strategy
- Training
- Charities
- Financial Structuring
- Investment Strategies
- Strategic Planning
- Private Equity
- Entrepreneurship
- Portfolio Management
- Asset Management
- Private Banking
- Risk Management
- Banking
- Family Office
- Multi Generational Wealth Transfer
- Wealth Preservation Planning
- Wealth Accumulation
- Trusted Business Partner
- Holistic Financial Planning
- Self Invested Personal Pension
- Trust Management
- Trustee
- Financial Goals
Simon Patterson Summary
- Simon Patterson, based in Durham, GB, is currently a Executive Director at Julius Baer. Simon Patterson brings experience from previous roles at Julius Baer, Barclays Wealth and Investment Management and Womble Bond Dickinson (UK) LLP. Simon Patterson holds a 2006 - 2009 BA (Hons) in Financial Services Management @ Edinburgh Napier University. With a robust skill set that includes Life Insurance, Strategic Financial Planning, Inheritance Tax Planning, Capital Gains Tax, Investment Management and more. Simon Patterson has 1 emails and 1 mobile phone numbers on RocketReach.
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Top Julius Baer Employees
Cédric Heri
CFO Corporate Functions
Zurich, Switzerland
Norbert Casaulta
COO Switzerland, Europe, Emerging Markets and Americas
Zurich, Switzerland
Alexander van Leeuwen
Managing Director, Head of Investor Relations
Zurich, Switzerland
Kirti Santene
Managing Director
Thalwil, ZH, CH
Daniel Cancio
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Zürich, ZH, CH
Daniel Schneider
CTO Markets
Zurich, Switzerland
Karim Arab
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