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Patterson Mills Managing Director, Edward Mills, states this expansion targets “market-leading technology” to enhance our “Client-centric approach”.
Established in December 2020 and now entering its third year in Switzerland, Patterson Mills has partnered with game-changing Lawsons Network.
Edward Mills said, “This partnership enables Patterson Mills to access Lawsons’ market-leading technology and enhance the Patterson Mills private Client wealth offering, optimising our operations and client-centric approach.
“The Lawsons Network technology firstly provides us with a whole new paradigm in customer relationship management. Secondly, there are additional facets whereby we can now bring our customers access to bespoke, proprietary investment portfolios. This is a perfect complement to our independent, whole of market, approach.”
Lawsons Network AG Membership Acquisition Director, Jennifer Toon-Davenport said “We are delighted to welcome our new Swiss based Appointed Representative, Patterson Mills Sàrl.
“This new partnership highlights Lawsons Network ability to attract high quality firms utilising our plug-in-and-go network service, empowering partner companies to achieve their business goals.”
Servicing the international community in Switzerland, including US, Australian and UK expats, Patterson Mills provides a truly holistic investment management approach, simplifying the complex world of cross-border finances and wide range of investment options.
Mills continued, “In addition to our existing partnerships in the UK and Sydney, of great attraction to us is the Lawsons plan to facilitate SEC regulated US business later in 2023. Patterson Mills already partners with specialist US Tax Advisers in both London and Geneva and so this expansion with Lawsons bodes well for us developing a further competitive edge. Once the US service division goes live, it will amplify our services and maintain our end-to-end perspective on providing holistic solutions for our Clients living and working in Switzerland.”