Patrick Wilson is a seasoned wealth management professional with extensive experience in advising UK entrepreneurs, corporate executives, and high net worth clients. Currently serving as a Senior Client Advisor at Julius Baer since December 2022, Patrick specializes in wealth planning, including tax structuring, investing, and lending. Previously, at Credit Suisse Private Bank from November 2006 to December 2022, Patrick held the position of Client Advisor and Managing Director, where advice was provided to high net worth individuals, family offices, and charities. Patrick's career began at Bank of Scotland Investment Service, where a role as Private Client Manager was held from October 2002 to October 2006.
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