Born on the Isle of Man, I have been involved in the financial services industry since 1994, working for large multi-national companies in the Isle of Man and the UK, looking after advisers and clients in Europe, Latin America, UK and Africa.
I am individually chartered by the securities institute in the UK which means clients can be assured of my expertise, knowledge, service and integrity.
I am now excited to be part of Joseph Oliver, one of the most forward thinking financial advisory firms in the world. The reason why i joined Joseph Oliver is because the firm is fully regulated giving clients peace of mind and they have built up an impeccable reputation with clients.
My main focus is designing and implementing retirement, savings & investment planning strategies for clients to assist them accumulating and preserving their wealth.
Patrick Siegler-Lathrop is a French-American dual national living in Portugal, with a 40+-year career in finance, as an investment banker, industrialist, professor and consultant. After Princeton University, Science Po in Paris and an MBA from Harvard, he learned the finance business at Kuhn, Loeb & Co., one of Wall Street's leading firms at the time, where he spent 6 years in New York and 2 years in London, handling dozens of international financings, acquisitions, stock issues, etc.
He subsequently was for 6 years co-head of investment banking at BAII - Banque Arabe et Internationale d'Investissements, a Paris-based merchant bank which became a leader in international financial dealings with the Arab world. At BAII, he was involved in virtually all of their investment transactions, including real estate and portfolio investments for wealthy clients.
In the mid-1980's, he became an industrialist, purchasing and running for about 15 years a chemical products company which multiplied ten-fold during his leadership. During the 1990's, Patrick taught at Insead and Paris University, Dauphine, courses in Entrepreneurship and Finance. Since 2000, he has been a financial consultant to companies, individuals and families.
Patrick is also a founding member of Action Against Hunger, one of the leading NGO's combatting hunger in the world.
I started my career in Financial Services with Colonial Mutual Life in 1983 as a company representative, moving on to Sun Life of Canada in 1995 in a similar role. Brian Kilburn Financial Management Limited was established in 1999 when I became an Independent Financial Adviser.
I have clients all over the North West of England and over the border into Scotland. My aim is to establish a sound working relationship with my clients and to assist them in meeting their financial goals.