Simon Patterson Email & Phone Number
Executive Director @ Julius Baer
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Simon Patterson Location
- Durham, GB
Simon Patterson Work
- Executive Director @ (April 2025 - Present)
- Director @ (November 2017 - April 2025)
- Vice President @ (January 2011 - November 2017)
- Manager, Investments and Pensions Team @ (October 2000 - January 2011)
Simon Patterson Education
- Edinburgh Napier University
BA (Hons) (Financial Services Management)
2006-2009
Simon Patterson Skills
- Asset Allocation
- Asset Management
- Banking
- Bonds
- Capital Gains Tax
- Cash Flow Forecasting
- Cash Management
- Charities
- Chartered Financial Planner
- Entrepreneurship
- Equities
- Family Office
- Family Wealth Management
- FinTech
- Finance
- Financial Advisory
- Financial Goals
- Financial Planning
- Financial Risk
- Financial Services
- Financial Structuring
- High Net Worth Individuals
- Holistic Financial Planning
- Independent Financial Advice
- Inheritance Tax Planning
- Investment Advisory
- Investment Management
- Investment Strategies
- Investments
- Leadership
- Life Insurance
- Multi-generational wealth transfer
- Pensions
- Personal Tax Planning
- Portfolio Management
- Private Banking
- Private Equity
- Retirement
- Retirement Planning
- Risk Management
- Self-Invested Personal Pension (SIPP)
- Strategic Financial Planning
- Strategic Planning
- Tactical Asset Allocation
- Team Leadership
- Trust Management
- Trusted Business Partner
- Trustee
- Trusts
- Wealth
- Wealth Accumulation
- Wealth Management
- Wealth Management Services
- Wealth Preservation Planning
- Income Protection
- Sales
- Strategy
- Training
- Multi Generational Wealth Transfer
- Self Invested Personal Pension
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 Asset Allocation, Asset Management, Banking, Bonds, Capital Gains Tax and more. Simon Patterson has 1 emails and 1 mobile phone numbers on RocketReach.
Looking for a different Simon Patterson?
Find contact details for 700 million professionals.
Others Named Simon Patterson
Simon Patterson
Founder, Software and Cloud Engineer
Kings Hill, GB
Simon Patterson
Founder and CEO
London, GB
Simon Patterson
Team Lead - Servicing
Texas, United States
Simon Patterson
Business Development Manager
Lincoln, England, GB
Simon Patterson
Executive Director
Durham, GB
Simon Patterson
Managing Director
Carnforth, GB
Simon Patterson
Head of Customer Success (Brands)
Manchester, England, GB
Simon Patterson
Senior Change Manager
Sydney, NSW, AU
Top Julius Baer Employees
Marco Murgida
Managing Director, Co-Head Global Asset Class Specialists
Zurich, Switzerland
Giuseppe de Filippo
Managing Director
Zürich, ZH, CH
Christian Cappelli
Managing Director - Head Asia Switzerland
Zürich, ZH, CH
Laura Hemrika
CEO Julius Baer Foundation
Zürich, ZH, CH
Cédric Heri
CFO Corporate Functions
Zurich, Switzerland
James Fisher
Managing Director Senior Advisor
Oberrieden, ZH, CH
Norbert Casaulta
COO Switzerland, Europe, Emerging Markets and Americas
Zurich, Switzerland
Alexander van Leeuwen
Managing Director, Head of Investor Relations
Zurich, Switzerland
John Dagher
Managing Director
Geneva, GE, CH
Carl Listherby
CFO Office
Switzerland
Daniel Cancio
CEO Julius Baer Services (Spain) S.L.
Zürich, ZH, CH
Daniel Schneider
CTO Markets
Zurich, Switzerland
Karim Arab
Managing Director
Switzerland
Stefan Bollinger
Chief Executive Officer
Switzerland
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co