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Our partnership with ABEONA Relocation enables selected clientele to access beneficial financial opportunities. We specialise across multiple tax jurisdictions, catering for expatriates specifically living and working in Switzerland.
Our partnership with ABEONA Relocation enables selected clientele to access beneficial financial opportunities. We specialise across multiple tax jurisdictions, catering for expatriates specifically living and working in Switzerland.
We have partnered with ABEONA Relocation to offer expatriates arriving in Switzerland a service that unravels and simplifies the complexities of the Swiss financial system. From the 3 pension pillars, advantageous investment options and efficient tax planning, Switzerland has much to offer.
With 36+ years in the Financial Services Industry, at Patterson Mills there is the necessary depth of knowledge, experience and understanding to ensure the best possible financial outcomes for our Clients.
As we are wholly independent, all fees are transparent and detailed in advance. We do not receive commissions at any stage in the advice and portfolio management process. The result is that we are completely aligned with our Client’s interests and, as such, you can be assured of the most suitable, totally unbiased, investment analysis recommendations.
Our extensive range of financial services includes, but is not limited to, wealth protection and investment management advice, retirement income planning, estate planning, property finance and many cross-border services.
To begin your journey with Patterson Mills, our process features 3 key steps:
Please click on the service of interest below to find out more.
With 36+ years in the Financial Services Industry, we have a plethora of knowledge from extensive experience in many aspects of financial planning. We have amongst the widest of professional qualifications as a Chartered Financial Planner, the Gold Standard in financial and investment planning.
Following the success of our fee based, UK practice, Patterson-Mills Financial Planning, in 2020 we expanded our horizons to Switzerland where we formed Patterson-Mills Sàrl.
With 36+ years in the Financial Services Industry, we have a plethora of knowledge from extensive experience in many aspects of financial planning. We have amongst the widest of professional qualifications as a Chartered Financial Planner, the Gold Standard in financial and investment planning.
Following the success of our fee based, UK practice, Patterson-Mills Financial Planning, in 2020 we expanded our horizons to Switzerland where we formed Patterson-Mills Sàrl.
Patterson-Mills Sàrl acts as an Appointed Representative of Lawsons Network AG. Any financial advice is given as Appointed Representatives of Lawsons Network AG, a member of SO-FIT (a self-regulating body approved by the Swiss Financial Market Supervisory Authority (FINMA) for the supervision of the financial intermediaries. SO-FIT is also recognized by FINMA as a professional organization for laying down rules of conduct relating to the practice of the profession of independent asset manager within the meaning of the Swiss Federal Act on collective investment schemes).
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