EY refers to the global organization, and may refer to one or more, of the member firms of Ernst & Young Limited, each of which is a separate legal entity. Ernst & Young Limited is a Swiss company with registered seats in Switzerland providing services to clients in Switzerland.
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Geneva, Lancy, Switzerland
With nearly 20 years of experience advising wealth and asset managers, Patrick leads EY’s customer taxes offering in Switzerland.
He has a particular focus on the customer tax lifecycle from client data validation and tax form generation and validation to client data maintenance and controls, to wealth planning, through transaction data rules and controls to client and regulatory reporting.
His professional ambition is to automate himself out of a job. Until that day he aspires to help his clients deliver the best client service through accurate, automatic and seamless customer and operational tax processes.
How Patrick is building a better working world
Patrick is building a better working world by helping wealth and asset managers to leverage accurate, automatic and seamless customer and operational tax processes in order to improve their own client service.
Patrick's latest thinking
EY Webcast: The UK Temporary Repatriation Facility
Join the EY Webcast to gain valuable insights to the practical realities of implementing the TRF effectively, and much more.
16 May 2025 | 09:00 your local time
Discover EY’s flexible Client Tax Reporting service that helps banks focus on their core activities by outsourcing tax reports and other tax operations.
09 Jan 2025
Charlie Hainsworth
The UK Budget: operational challenges for Swiss banks
Rachel Reeves, the UK's first female Chancellor, announced a landmark budget on Wednesday 30 October, introducing significant tax, borrowing, and spending changes, including the abolition of the UK RND regime and trust protections from 6 April 2025, a new "Foreign Income and Gains" (FIG) regime, and increased HMRC funding for audits activity.
06 Nov 2024
Patrick Fitzgerald
How financial institutions can stay CRS compliant
As scrutiny increases on CRS compliance, global financial institutions must prepare and have a governance framework in place. Learn more.
15 Jun 2023
Patrick Fitzgerald