Australian Expats Now Have a Go-To Financial Advice Partner in Switzerland
Atlas Wealth Management, part of the Atlas Wealth Group, is delighted to announce the appointment of Patrick Canion as the Head of Advice for Switzerland. With an extensive background in financial services and a deep understanding of the unique challenges faced by Australian expats, Patrick is poised to enhance our commitment to delivering tailored financial solutions to Australians residing in or relocating to Switzerland.
Patrick’s career spans several decades, during which he has held pivotal roles in financial planning, wealth management, and advisory services. He is also the Director of the Australian Swiss Chamber of Commerce, and the head of its Geneva Chapter. His expertise encompasses a broad spectrum of financial disciplines, including tax planning, investment strategies, and retirement solutions, all tailored to meet the specific needs of Australian expats. As the Head of Advice for Switzerland, Patrick will be instrumental in guiding Australian expatriates through the complexities of financial management in a foreign landscape.
As a team, we will focus on providing personalised advice to help clients make informed decisions about their finances, ensuring they can navigate the intricacies of cross-border taxation, investment opportunities, and retirement planning with confidence.
Atlas Wealth Management has long been recognised as a leading provider of financial services to Australian expats worldwide.
“With clients in over 50 countries and managing assets exceeding $325 million, our firm is dedicated to offering comprehensive solutions that address the diverse financial needs of our clientele and that of the Australian expat community” said Brett Evans, Managing Director for the Europe, Middle East & African (EMEA) region. “Patrick’s addition to our team underscores our commitment to expanding our expertise and resources in regions with significant Australian expat communities, such as Switzerland.”
“We are confident that Patrick’s experience and insights will be invaluable to our clients, empowering them to achieve their financial goals whilst living abroad” said James Ridley, Managing Director for the APAC region.
Patrick’s appointment reflects Atlas Wealth Management’s ongoing dedication to providing exceptional service and support to Australian expats, helping them make smart and informed financial choices no matter where they are in the world.
“As an Aussie expat living in Switzerland myself, I know firsthand how challenging it can be to adjust to different rules and jurisdictions” said Patrick Canion, Head of Advice for Switzerland. “I’m excited to join the Atlas team and use my knowledge and experience to help Australian expats in Switzerland align their money goals with their life and career ambitions and make the most of their time overseas”.
About the Atlas Wealth Group
Atlas Wealth Group is the leading provider of Australian expat financial advice, tax, mortgage and asset management services to Australian expats in over 50 countries. We are a team of financial planning, tax and mortgage experts that specialises in working with Australian expats.
Founded in 2011, Atlas Wealth Management, part of the Atlas Wealth Group, was the first Australian financial services firm to specialise in providing financial advice, planning and asset management services to the Australian expat community.
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To learn more, check out Atlas Wealth Groups’ podcast: Expat Chat