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Company

Julius Baer

Position

Senior adviser

Index

HNW Wealth Managers

Location

London

Advice type

Investment management

Private banking

Client type

Family offices

HNW

Sector Focus

Financial Services

Investments and Asset Management

Wealth Management & Private Banking

Geographical focus

United Kingdom

Patrick Wilson

Spear’s Review

Having spent 16 years at Credit Suisse, working his way up from an adviser with ‘no clients; just a phone, computer and a fantastic platform to work with’, to one of their top wealth managers, Patrick Wilson moved to Julius Baer in 2022 as a senior adviser.

‘Initially, I built my client base through targeted prospecting of entrepreneurs, as well as a focus on top corporate executives,’ he explains. The focus on relationship management and client work – rather than only on investments – is an apposite one for someone who values human connections over everything else.

Private banking for me is all about building relationships,’ Wilson confirms.

Rank: Top Recommended

Top Recommended 2025, HNW Wealth Managers

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