Patrick Wilson

Spear's Review

Having spent 16 years at a major Swiss bank, working his way up from a new boy with 'No clients; just a phone, computer and a fantastic platform to work with,’ to one of their top wealth managers, Patrick Wilson has now moved to Julius Baer as a senior relationship manager.

‘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 wholly on investments and is an apposite one for someone who values human connections over everything else.

Spear’s puts his success down to an affable personality. ‘Private banking for me is all about building relationships,’ Wilson confirms.