Simon Patterson
Executive Director @Julius Baer
Durham, GB
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Apr 2025 — Present
Executive Director @Julius Baer
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Newcastle Upon Tyne, GB
EDUCATION
2006 — 2009
Edinburgh Napier University
BA (Hons)
SKILLS
Life InsuranceStrategic Financial PlanningInheritance Tax PlanningCapital Gains TaxInvestment ManagementPensionsPersonal Tax PlanningInvestment AdvisoryIndependent Financial AdviceRetirement PlanningCash Flow ForecastingCash ManagementIncome ProtectionFinancial RiskAsset AllocationTactical Asset AllocationChartered Financial PlannerEquitiesBondsWealthHigh Net Worth IndividualsFinancial AdvisoryTrustsFinancial ServicesRetirementWealth ManagementWealth Management ServicesFinanceFinancial Planning
ABOUT SIMON PATTERSON
I joined Julius Baer as a founding member of our UK regional business in 2017. Since…
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