Born and raised in Christchurch, Patrick moved to London in 2007 after attaining his Bachelor of Commerce from Otago University. Patrick spent thirteen years in the UK working for some of the world’s leading asset management firms, before returning to New Zealand in 2018 with his English wife, Sophie.

Patrick specialises in helping successful individuals, families, and trusts implement investment strategies that are aligned with their objectives. Patrick has built a niche, advising business owners, senior professionals in the legal and accounting space, C-suite executives, and those seeking advice on dealing with sudden wealth.  Patrick uses comprehensive financial planning to help investors articulate and prioritise their objectives, and academically driven investment strategies to help realise them.

Outside of the office Patrick enjoys spending time with his young/growing family. He is passionate about the ocean and spends as much time as possible on, or under, the water. Surfing (badly), boating, fishing and freediving are his preferred oceanic pastimes, and whenever possible he spends his time at the family bach in the Marlborough Sounds.