Patrick Wilson’s route into wealth management was unusual: his first calling was as a teacher and author. But when not wading through WWII history, Wilson became increasingly attracted to financial markets and the world of private clients. A stint at RBS’s investment service launched him into the industry: he subsequently joined Credit Suisse’s private banking arm. He now manages a ‘self-generated’ AuM of £650 million. The bank’s involvement in aircraft and yacht financing as well as corporate lending marks the practice out. ‘Clients often spend more time and energy on their businesses than their personal finance — to be able to add value on both is hugely [beneficial],’ he says.
HNW Wealth Managers