Simon Patterson

Simon Patterson currently serves as an Executive Director at Julius Baer, having joined in November 2017 as a founding member of the UK regional business, focusing on the growth in the North East and catering to high net worth entrepreneurs. Prior to this role, Simon held positions at Barclays Wealth and Investment Management as a Director and Vice President from January 2011 to November 2017, where responsibilities included managing and advising family groups, trusts, and charities. Earlier experience includes a decade at Womble Bond Dickinson (UK) LLP, beginning as a trainee in the Investment & Pensions Team and advancing to Manager, providing independent financial advice. Simon holds a BA (Hons) in Financial Services Management from Edinburgh Napier University, earned between 2006 and 2009.