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Swiss Money Secrets

Swiss Money Secrets

By WHVP

Have you ever wondered how the ultra-rich manage to secure their wealth? Look no further than Switzerland. In our podcast, "Swiss Money Secrets," we delve into the fascinating world of Swiss offshore banking and wealth management. Join us as we talk to leading Swiss financial industry experts and explore the benefits and intricacies of offshore banking for Americans. The WHVP team will cover everything from international investment diversification to privacy and asset protection. So get ready to unlock the secrets of Swiss banking and take control of your financial future.
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The Swiss Surprise

Swiss Money Secrets Mar 29, 2024

00:00
08:59
The Swiss Surprise

The Swiss Surprise


This week's episode discusses the interest rate decision of the Swiss National Bank. We will also be talking about the inflation rate in Japand and the Forgien Direct Investment numbers coming out of China.


Welcome to our weekly dive into the heart of global finance! Join Jess and Urs as they dissect the pulse of the world economy from a Swiss perspective, bringing you insights into the most pressing topics and trends. 


Each discussion offers a unique perspective on the economic landscape, shedding light on the challenges and opportunities that shape our interconnected world. 


Whether you're a seasoned economist or a curious observer, our journey through the intricacies of macroeconomics and global finance promises to be enlightening and thought-provoking. Seize the opportunity to join us every week as we navigate the complexities of global finance together! 


Contact WHVP: Website: ⁠⁠https://whvp.ch/⁠⁠ 

Email: ⁠⁠info@whvp.ch⁠⁠ 

Telephone: +41 44 315 77 77 


About WHVP: 

WHVP is an independent asset manager who specializes in managing the funds of private clients. We are registered with the SEC in the U.S. and are located in Zurich, Switzerland. We are associated with several first-class private banks in Switzerland, Liechtenstein, and Austria, which act as custodian banks for our client's accounts. Our asset management principles are guided by conservative, long-term-oriented capital preservation strategies. Our focus is personalized service. We structure a portfolio that will be insulated against U.S. Dollar depreciation yet capitalize on overseas investment opportunities. 


Disclaimer: 

All posts and publications are for your information only and are not intended as an offer, promotion, or solicitation to buy or sell any financial instrument or perform any other financial transactions. All information and opinions expressed in posts and publications reflect our current views as of the date of the publication and may be liable to change without notice.

Mar 29, 202408:59
AI in the World of Wealth Management

AI in the World of Wealth Management

Explore the dynamic fusion of artificial intelligence and Switzerland's offshore banking and wealth management sectors in this enlightening episode of the Swiss Money Secrets podcast. In the discussion, our team will delve into how AI is used in the wealth management industry. Specifically, we will touch on the opportunities, risks, challenges, and limitations of the use of AI in all of the areas of offshore wealth management. Whether you're an investor or a finance enthusiast, this episode offers key insights into the future of wealth management.


00:00 Intro

01:11 Swiss National Bank Surprises Everyone

01:43 Weekly Market Review

02:16 AI's Impact on Wealth Management

06:52 Uses for AI in Wealth Management

08:26 AI's limitations

11:00 AI is still not a person

14:15 AI doesn't meet our standard for Customer Care

15:07 AI when it comes to selecting investments

16:57 Dangers of AI Investing actively

18:20 Final thoughts

19:12 Outro


Appearances (from left to right):

Jess Roberson, Jr. Relationship Manager

Urs Vrijhof-Droese, Managing Partner

Jamie Vrijhof-Droese, Managing Partner


Contact WHVP:

Website: https://whvp.ch/

Email: info@whvp.ch

Telephone: +41 44 315 77 77


About WHVP: WHVP is an independent asset manager specialized in managing the funds of private clients. We are registered with the SEC in the U.S. and are located in Zurich, Switzerland. We are associated with several first-class private banks in Switzerland, Liechtenstein, and Austria, which act as custodian banks for our client's accounts. Our asset management principles are guided by conservative, long-term-oriented capital preservation strategies. Our focus is personalized service. We structure a portfolio that will be insulated against U.S. Dollar depreciation yet capitalize on overseas investment opportunities.


Disclaimer: All posts and publications are for your information only and are not intended as an offer, promotion, or solicitation to buy or sell any financial instrument or perform any other financial transactions. All information and opinions expressed in posts and publications reflect our current views as of the date of the publication and may be liable to change without notice.

Mar 28, 202419:39
The Interested Consumer

The Interested Consumer

This week's episode discusses the interest rate decisions of the Bank of Japan and the Federal Reserve of the United States. Jess will also discuss the Consumer sentiment in the US and the toll the election year is having on the numbers. We apologize for the poor lighting.

Welcome to our weekly dive into the heart of global finance!

Join Jess and Urs as they dissect the pulse of the world economy, bringing you insights into the most pressing topics and trends. Each discussion offers a unique perspective on the economic landscape, shedding light on the challenges and opportunities that shape our interconnected world.

Whether you're a seasoned economist or a curious observer, our journey through the intricacies of macroeconomics and global finance promises to be enlightening and thought-provoking. Seize the opportunity to join us every week as we navigate the complexities of global finance together!

Contact WHVP: Website: ⁠⁠https://whvp.ch/⁠⁠ Email: ⁠⁠info@whvp.ch⁠⁠ Telephone: +41 44 315 77 77

Disclaimer: All posts and publications are for your information only and are not intended as an offer, promotion, or solicitation to buy or sell any financial instrument or perform any other financial transactions. All information and opinions expressed in posts and publications reflect our current views as of the date of the publication and may be liable to change without notice.


Mar 21, 202405:05
Interest Over Inflation

Interest Over Inflation

This week's episode discusses the European Central Bank's interest rate decision, the challenge of sticky inflation in the U.S. economy, and signs of further structural challenges in the U.S., such as their recent unemployment numbers.


Welcome to our weekly dive into the heart of global finance! Join Jess and Urs as they dissect the pulse of the world economy, bringing you insights into the most pressing topics and trends. Each discussion offers a unique perspective on the economic landscape, shedding light on the challenges and opportunities that shape our interconnected world. Whether you're a seasoned economist or a curious observer, our journey through the intricacies of macroeconomics and global finance promises to be enlightening and thought-provoking.


Seize the opportunity to join us every week as we navigate the complexities of global finance together!


Contact WHVP:

Website: ⁠⁠https://whvp.ch/⁠⁠

Email: ⁠⁠info@whvp.ch⁠⁠

Telephone: +41 44 315 77 77


About WHVP:

WHVP is an independent asset manager specialized in managing the funds of private clients. We are registered with the SEC in the U.S. and are located in Zurich, Switzerland. We are associated with several first-class private banks in Switzerland, Liechtenstein, and Austria, which act as custodian banks for our client's accounts. Our asset management principles are guided by conservative, long-term-oriented capital preservation strategies. Our focus is personalized service. We structure a portfolio that will be insulated against U.S. Dollar depreciation yet capitalize on overseas investment opportunities.


Disclaimer:

All posts and publications are for your information only and are not intended as an offer, promotion, or solicitation to buy or sell any financial instrument or perform any other financial transactions. All information and opinions expressed in posts and publications reflect our current views as of the date of the publication and may be liable to change without notice.


Mar 14, 202409:17
Riding The Golden Wave

Riding The Golden Wave

This week's episode discusses the all-time highs Gold, Bitcoin, and the U.S. markets that are currently experiencing. We will also touch on the Bank of Canada's interest rate decisions, delve into the growth of Australia's gross domestic product, and analyze the Services PMI of the United States.


Welcome to our weekly dive into the heart of global finance! Join Jess and Urs as they dissect the pulse of the world economy, bringing you insights into the most pressing topics and trends.


Each discussion offers a unique perspective on the economic landscape, shedding light on the challenges and opportunities that shape our interconnected world. Whether you're a seasoned economist or a curious observer, our journey through the intricacies of macroeconomics and global finance promises to be enlightening and thought-provoking. 

Don't miss out on the chance to deepen your understanding of the worldwide economy. Hit subscribe and join us every week as we navigate the complexities of global finance together!


Contact WHVP: 

Website: ⁠https://whvp.ch/⁠ 

Email: ⁠info@whvp.ch⁠ 

Telephone: +41 44 315 77 77 


About WHVP: 

WHVP is an independent asset manager specialized in managing the funds of private clients. We are registered with the SEC in the U.S. and are located in Zurich, Switzerland. We are associated with several first-class private banks in Switzerland, Liechtenstein, and Austria, which act as custodian banks for our client's accounts. Our asset management principles are guided by conservative, long-term-oriented capital preservation strategies. Our focus is personalized service. We structure a portfolio that will be insulated against U.S. Dollar depreciation yet capitalize on overseas investment opportunities. 

 

Disclaimer: 

All posts and publications are for your information only and are not intended as an offer, promotion, or solicitation to buy or sell any financial instrument or perform any other financial transactions. All information and opinions expressed in posts and publications reflect our current views as of the date of the publication and may be liable to change without notice.

 

Mar 06, 202409:01
Cracks in the System

Cracks in the System

This week, Jess and Urs dive into the PCE price index of the U.S., inflation numbers in Germany and the Euro Area, the Swiss GDP growth for quarter 4 of 2023, and discuss the cracks in the U.S. economy that have finally tipped economists from being so positive. Each week, we cover significant topics, trends, and decisions that have emerged to offer a glimpse into the challenges and opportunities facing the global community.


Join us weekly on a journey through the intricacies of macroeconomics and global finance. Let's navigate the complexities of the worldwide economy together!


About WHVP:

WHVP is an independent asset manager specialized in managing the funds of private clients. We are registered with the SEC in the U.S. and are located in Zurich, Switzerland. We are associated with several first-class private banks in Switzerland, Liechtenstein, and Austria, which act as custodian banks for our client's accounts. Our asset management principles are guided by conservative, long-term-oriented capital preservation strategies. Our focus is personalized service. We structure a portfolio that will be insulated against U.S. Dollar depreciation yet capitalize on overseas investment opportunities.


Contact WHVP:

Website: https://whvp.ch/

Email: info@whvp.ch

Telephone: +41 44 315 77 77


Disclaimer:

All posts and publications are for your information only and are not intended as an offer, promotion, or solicitation to buy or sell any financial instrument or perform any other financial transactions. All information and opinions expressed in posts and publications reflect our current views as of the date of the publication and may be liable to change without notice.

Mar 01, 202409:12
What You Need To Know About The Corporate Transparency Act!

What You Need To Know About The Corporate Transparency Act!

Join us in this episode as we delve into the intricate details of the Corporate Transparency Act (CTA) and its profound implications for offshore and cross-border banking sector and clients. Enacted to combat illicit financial activities and promote transparency, the CTA marks a significant milestone in corporate regulation, for better or worse. We navigate through its key provisions, exploring how it requires certain businesses to disclose their beneficial owners and take a look at how it is being implemented in different ways in various countries.

Our expert team will unpack the complexities surrounding beneficial ownership disclosure, discussing its potential impact on various industries and stakeholders. We scrutinize the challenges and opportunities presented by the CTA, considering its implications for corporate governance, compliance, and privacy concerns.

From deciphering compliance requirements to analyzing the broader ramifications for privacy and business operations, this episode offers a comprehensive exploration of the Corporate Transparency Act. Tune in to gain invaluable insights into one of the most pivotal legislative measures reshaping the corporate landscape.


Appearances (from left to right): Jess Roberson, Jr. Relationship Manager Urs Vrijhof-Droese, Managing Partner Jamie Vrijhof-Droese, Managing Partner


Contact WHVP: Website: https://whvp.ch/ Email: info@whvp.ch Telephone: +41 44 315 77 77


About WHVP: WHVP is an independent asset manager specialized in managing the funds of private clients. We are registered with the SEC in the U.S. and are located in Zurich, Switzerland. We are associated with several first-class private banks in Switzerland, Liechtenstein, and Austria, which act as custodian banks for our client's accounts. Our asset management principles are guided by conservative, long-term-oriented capital preservation strategies. Our focus is personalized service. We structure a portfolio that will be insulated against U.S. Dollar depreciation yet capitalize on overseas investment opportunities.


Disclaimer: All posts and publications are for your information only and are not intended as an offer, promotion, or solicitation to buy or sell any financial instrument or perform any other financial transactions. All information and opinions expressed in posts and publications reflect our current views as of the date of the publication and may be liable to change without notice.

Feb 29, 202425:33
It's A Balancing Act

It's A Balancing Act

This week, Jess and Urs dive into the Swiss Trade Balance, inflation numbers of the Euro Area, and will cover revelations from the FOMC and ECB meeting minutes. Each week, we cover significant topics, trends, and decisions that have emerged to offer a glimpse into the challenges and opportunities facing the global community.


Join us weekly on a journey through the intricacies of macroeconomics and global finance. Let's navigate the complexities of the worldwide economy together!

About WHVP:

WHVP is an independent asset manager specialized in managing the funds of private clients. We are registered with the SEC in the U.S. and are located in Zurich, Switzerland. We are associated with several first-class private banks in Switzerland, Liechtenstein, and Austria, which act as custodian banks for our client's accounts. Our asset management principles are guided by conservative, long-term-oriented capital preservation strategies. Our focus is personalized service. We structure a portfolio that will be insulated against U.S. Dollar depreciation yet capitalize on overseas investment opportunities.

Contact WHVP:

Website: https://whvp.ch/

Email: info@whvp.ch

Telephone: +41 44 315 77 77

Disclaimer: All posts and publications are for your information only and are not intended as an offer, promotion, or solicitation to buy or sell any financial instrument or perform any other financial transactions. All information and opinions expressed in posts and publications reflect our current views as of the date of the publication and may be liable to change without notice.

Feb 23, 202409:11
Speaking of a Recession

Speaking of a Recession

In today's mini podcast episode, we provide a review of the economic decision of the Royal Bank of Australia concerning Consumer Pricing index numbers from the U.S., the producer price index, Swiss inflation numbers, and the Swiss consumer sentiment. We will also discuss the recent economic data coming out of Japan and the United Kingdom, along with the change in tone of American economists in terms of the likelihood of a recession in 2024. We'll cover these significant topics, trends, and decisions that have emerged to offer a glimpse into the challenges and opportunities facing the global community.

Join us weekly on a journey through the intricacies of macroeconomics and global finance. Let's navigate the complexities of the worldwide economy together!

About WHVP:

WHVP is an independent asset manager specialized in managing the funds of private clients. We are registered with the SEC in the U.S. and are located in Zurich, Switzerland. We are associated with several first-class private banks in Switzerland, Liechtenstein, and Austria, which act as custodian banks for our client's accounts. Our asset management principles are guided by conservative, long-term-oriented capital preservation strategies. Our focus is personalized service. We structure a portfolio that will be insulated against U.S. Dollar depreciation yet capitalize on overseas investment opportunities.

Contact WHVP:

Website: https://whvp.ch/

Email: info@whvp.ch

Telephone: +41 44 315 77 77

Disclaimer: All posts and publications are for your information only and are not intended as an offer, promotion, or solicitation to buy or sell any financial instrument or perform any other financial transactions. All information and opinions expressed in posts and publications reflect our current views as of the date of the publication and may be liable to change without notice.

Feb 16, 202411:51
America, The Land of the Indebted

America, The Land of the Indebted

In today's mini podcast episode, we provide a review of the economic decision of the Royal Bank of Australia concerning its interest rate, the ISM Services PIM, the U.S. Total Household Debt and jobless claims, The unemployment rates of Switzerland and Canada, and the inflation figures of the Chinese and German Economies. We'll cover these major topics, trends, and decisions that have emerged to offer a glimpse into the challenges and opportunities facing the global community.
Looking ahead, we will discuss the anticipated economic data in terms of the consumer pricing index for The U.S. and Switzerland in the coming week. Join us weekly on a journey through the intricacies of macroeconomics and global finance. Let's navigate the complexities of the worldwide economy together!
#economicanalysis #usdebt #swissmoneysecrets #investing #swissbankacount #investmentadvisor #whvp #offshorebanking
About WHVP: 
WHVP is an independent asset manager specialized in managing the funds of private clients. We are registered with the SEC in the U.S. and are located in Zurich, Switzerland. We are associated with several first-class private banks in Switzerland, Liechtenstein, and Austria, which act as custodian banks for our client's accounts. Our asset management principles are guided by conservative, long-term-oriented capital preservation strategies. Our focus is personalized service. We structure a portfolio that will be insulated against U.S. Dollar depreciation yet capitalize on overseas investment opportunities.
Contact WHVP: 
Website: 
https://whvp.ch/
Email: info@whvp.ch
Telephone: +41 44 315 77 77 
Disclaimer: 
All posts and publications are for your information only and are not intended as an offer, promotion, or solicitation to buy or sell any financial instrument or perform any other financial transactions. All information and opinions expressed in posts and publications reflect our current views as of the date of the publication and may be liable to change without notice.

Feb 09, 202411:52
The FED Is Not Convinced!

The FED Is Not Convinced!

In today's mini podcast episode, we provide a review of the economic decisions of the most recent Federal Reserve interest rate decision and its effects, as well as the U.K.'s central bank decision. We will look at the Q4 of Germany in terms of Gross Domestic Product (GDP) figures and will then discuss the Consumer Sensitivity and Job Creation figures of the U.S.

We'll cover the major topics, trends, and decisions that emerged, offering a glimpse into the challenges and opportunities facing the global community.

Looking ahead, we will discuss the anticipated economic data and decisions of various central banks in the coming week. Join us weekly on a journey through the intricacies of macroeconomics and global finance. Let's navigate the complexities of the worldwide economy together!


About WHVP:

WHVP is an independent asset manager specialized in managing the funds of private clients. We are registered with the SEC in the U.S. and are located in Zurich, Switzerland. We are associated with several first-class private banks in Switzerland, Liechtenstein, and Austria, which act as custodian banks for our client's accounts. Our asset management principles are guided by conservative, long-term-oriented capital preservation strategies. Our focus is personalized service. We structure a portfolio that will be insulated against U.S. Dollar depreciation yet capitalize on overseas investment opportunities.


Contact WHVP:

Website: https://whvp.ch/

Email: info@whvp.ch

Telephone: +41 44 315 77 77


Disclaimer:

All posts and publications are for your information only and are not intended as an offer, promotion, or solicitation to buy or sell any financial instrument or perform any other financial transactions. All information and opinions expressed in posts and publications reflect our current views as of the date of the publication and may be liable to change without notice.

Feb 02, 202411:49
Navigating The Economic Status Quo

Navigating The Economic Status Quo

In today's mini podcast episode, we provide a review of the economic decisions of the most recent round of central bank interest rate decisions. We also cover the recent economic data coming out of Brazil and Mexico in terms of FDI in 2023.


We break down the macroeconomic data from the U.S. in terms of GDP and inflation, examining these figures and their trade dynamics.


We'll cover the major topics, trends, and decisions that emerged, offering a glimpse into the challenges and opportunities facing the global community. Looking ahead, we will discuss the anticipated economic data and decisions of various central banks in the coming week. Join us weekly on a journey through the intricacies of macroeconomics and global finance. Let's navigate the complexities of the global economy together!


About WHVP:

WHVP is an independent asset manager specialized in managing the funds of private clients. We are registered with the SEC in the U.S. and are located in Zurich, Switzerland. We are associated with several first-class private banks in Switzerland, Liechtenstein, and Austria, which act as custodian banks for our client's accounts. Our asset management principles are guided by conservative, long-term-oriented capital preservation strategies. Our focus is personalized service. We structure a portfolio that will be insulated against U.S. Dollar depreciation yet capitalize on overseas investment opportunities.


Contact WHVP:

Website: https://whvp.ch/

Email: info@whvp.ch

Telephone: +41 44 315 77 77


Disclaimer: All posts and publications are for your information only and are not intended as an offer, promotion, or solicitation to buy or sell any financial instrument or perform any other financial transactions. All information and opinions expressed in posts and publications reflect our current views as of the date of the publication and may be liable to change without notice.

Jan 26, 202409:05
Investing in an Election Year

Investing in an Election Year

Delve into the dynamicintersection of politics and finance as we explore strategies to navigate themarkets amidst an election year.

In this episode, we shine aspotlight on the political battlefields in 2024 from a Swiss wealth manager's perspective. We will cover key elements to consider during an election cycle. Our Team willshare insights on the markets when it comes to ballot box season.

Whether you're a seasonedinvestor or just getting started, our discussions will equip you with theknowledge to make informed decisions in an ever-changing political and economic landscape. Tune in for market analyses from a Swiss perspective that will empoweryou to harness the potential of your investments during election years.

 

00:00 Intro

00:36 WEF Recap  

05:15 The world is going to the ballot box

06:10 Investing during an election year

08:37 How to deal with the nerves of an election year

12:17 Over estimating a president

14:27 Job creation data of 2023

16:03 Trend of USD devaluation and market insecurity  

17:32 Understand your positions underlying currency

18:20 Final thoughts  

19:25 Outro

 

Appearances (from left to right):

Jess Roberson, Jr. Relationship Manager  

Urs Vrijhof-Droese, Managing Partner

Jamie Vrijhof-Droese, Managing Partner

 

Contact WHVP:

Website: https://whvp.ch/

Email: info@whvp.ch

Telephone: +41 44 315 77 77

 

About WHVP:

WHVP is an independent asset manager specialized in managing the funds of private clients. We are registered with the SEC in the U.S. and are located in Zurich, Switzerland. We are associated with several first-class private banks in Switzerland, Liechtenstein, and Austria, which act as custodian banks for our client's accounts. Our asset management principles are guided by conservative, long-term-oriented capital preservation strategies. Our focus is personalized service. We structure a portfolio that will be insulated against U.S. Dollar depreciation yet capitalize on overseas investment opportunities.

 

Disclaimer:

All posts and publications are for your information only and are not intended as an offer, promotion, or solicitation to buy or sell any financial instrument or perform any other financial transactions. All information and opinions expressed in posts and publications reflect our current views as of the date of the publication and may be liable to change without notice.

Jan 25, 202419:52
WEF's Power Over China

WEF's Power Over China

In today's mini podcast episode, we provide a review of the economic performances of Germany and China in 2023, along with insights from the Federal Reserve's balance sheet report, as we mentioned in last week's episode. We'll also discuss the latest developments at the World Economic Forum (WEF) and shed light on upcoming interest rate decisions by various central banks. We break down the macroeconomic data from Germany and China, examining their GDP growth and trade dynamics. We will have a look at the intricacies of the Federal Reserve's balance sheet report for the year 2023. Gain insights into the monetary policies, quantitative easing measures, and other factors that influenced the U.S. economy throughout the year. Stay tuned for a recap of the key discussions and outcomes from this week's World Economic Forum. We'll cover the major topics, trends, and decisions that emerged, offering a glimpse into the challenges and opportunities facing the global community. Looking ahead, we will discuss the anticipated interest rate decisions of various central banks in the coming week. Join us weekly on a journey through the intricacies of macroeconomics and global finance. Let's navigate the complexities of the global economy together! About WHVP: WHVP is an independent asset manager specialized in managing the funds of private clients. We are registered with the SEC in the U.S. and are located in Zurich, Switzerland. We are associated with several first-class private banks in Switzerland, Liechtenstein, and Austria, which act as custodian banks for our client’s accounts. Our asset management principles are guided by conservative, long-term-oriented capital preservation strategies. Our focus is personalized service. We structure a portfolio that will be insulated against U.S. Dollar depreciation yet capitalize on overseas investment opportunities. Contact WHVP: Website: https://whvp.ch/ Email: info@whvp.ch Telephone: +41 44 315 77 77 Disclaimer: All posts and publications are for your information only and are not intended as an offer, promotion, or solicitation to buy or sell any financial instrument or perform any other financial transactions. All information and opinions expressed in posts and publications reflect our current views as of the date of the publication and may be liable to change without notice.


Jan 19, 202413:30
Bitcoin Unleashed & Current Economic Developements

Bitcoin Unleashed & Current Economic Developements

Join us every Friday as we keep you up to date on the latest market developments from a Swiss offshore wealth management perspective. This week, we explore the implications of Bitcoin ETF approval and the impacts of various economic figures and considerations that affect economies around the globe. In this insightful discussion, we'll be exploring strategic opportunities and considerations in the ever-evolving financial ecosystem. Whether you're a seasoned investor or just getting started, our weekly discussion will provide valuable insights into current news topics and market movements, as well as a forward-looking perspective on the week ahead.


Contact WHVP: Website: https://whvp.ch/ Email: info@whvp.ch Telephone: +41 44 315 7777 Disclaimer: All posts and publications are for your information only and are not intended as an offer, promotion, or solicitation to buy or sell any financial instrument or perform any other financial transactions. All information and opinions expressed in posts and publications reflect our current views as of the date of the publication and may be liable to change without notice.

Jan 12, 202414:25
Marekt Momentum of 2023 & Where it is Going 2024

Marekt Momentum of 2023 & Where it is Going 2024

Weekly market and economic analysis with Urs Vrijhof-Droese and Jess Roberson.

Join us in looking back at the impactful year of 2023, when global events and market trends shaped the financial landscape. Explore key highlights, significant developments, and the lessons learned from the challenges and triumphs of the past year and where they are leading us into 2024.

From geopolitical shifts to technological advancements, take a journey through the noteworthy events that unfolded on the world stage in 2023. Reflect on the market dynamics that defined 2023 – from economic fluctuations to breakthroughs in various industries. Gain insights into how these trends influenced investment strategies and shaped financial decision-making. Discover the valuable lessons garnered from navigating the uncertainties of 2023. Explore the resilience of global markets and the adaptability required for sustained success in an ever-changing environment. About WHVP: WHVP is an independent asset manager specialized in managing the funds of private clients. We are registered with the SEC in the U.S. and are located in Zurich, Switzerland. We are associated with several first-class private banks in Switzerland, Liechtenstein, and Austria, which act as custodian banks for our client’s accounts. Our asset management principles are guided by conservative, long-term-oriented capital preservation strategies. Our focus is personalized service. We structure a portfolio that will be insulated against U.S. Dollar depreciation yet capitalize on overseas investment opportunities. Contact WHVP: Website: https://whvp.ch/ Email: info@whvp.ch Telephone: +41 44 315 77 77 Disclaimer: All posts and publications are for your information only and are not intended as an offer, promotion, or solicitation to buy or sell any financial instrument or perform any other financial transactions. All information and opinions expressed in posts and publications reflect our current views as of the date of the publication and may be liable to change without notice.


Jan 05, 202410:10
Exploring Offshore Wealth Management: 2023's Swiss Money Secrets Revealed

Exploring Offshore Wealth Management: 2023's Swiss Money Secrets Revealed

Join us as we rewind through the treasure trove of offshore wealth management topics covered in 2023. This episode is your gateway to mastering the intricacies of offshore banking, specifically tailored for Americans seeking financial prowess beyond borders.

 

The episode is a valuable resource for understanding the nuances of the offshore banking world. Subscribe for more expert insights and stay ahead in cross-border wealth management, whether you are an investor or a financial professional!


00:11 Going Beyond Performance: Link to the full discussion ⁠https://youtu.be/ZP5uR4lftpg ⁠ 03:12 Proposed Beneficial Owner Registry in Switzerland with Jessica Schaedler: Link to the full discussion ⁠https://youtu.be/KayxDlNY3ME ⁠ 06:14 The U.S. Bank Crisis & Credit Suisse: Link to the full discussion ⁠https://youtu.be/Cs5zxe5eTWs ⁠ 09:28 Unveiling Swiss Venture Capital: Link to the full discussion ⁠https://youtu.be/hOJ4lVnoYAE ⁠ 11:21 Central Bank Digital Currencies (CBDC) & The Swiss Franc Initiative: Link to the full discussion ⁠https://youtu.be/UxKq_sav7mI ⁠ 14:42 Cook Islands Trusts For Asset Protection: Link to the full discussion ⁠https://youtu.be/c874smLJN9I ⁠ 15:44 USA & China Decoupling And A New World Reserve Currency?: Link to the full discussion ⁠https://youtu.be/jKGOoj5LZxk ⁠ 19:27 BRICS: Are They Destroying The U.S. Dollar's Dominance?: Link to the full discussion ⁠https://youtu.be/5M4K8cLYXSE ⁠ 26:38 A Tale of Two Fiscal Choices: U.S. Debt Ceiling vs. Swiss Debt Brake: Link to the full discussion ⁠https://youtu.be/oVE4-hQxgqE ⁠ 31:19 Moving Offshore With Your Individual Retirement Account: Link to the full discussion⁠ https://youtu.be/em7-PhIGBvo⁠ 34:14 What is FATCA? What Americans with a Swiss Bank Account need to know: Link to the full discussion ⁠https://youtu.be/LN7BruaUzf8⁠ 37:51 Outro


Contact WHVP:

Website: https://whvp.ch/

Email: info@whvp.ch

Telephone: +41 44 315 77 77


Disclaimer: All posts and publications are for your information only and are not intended as an offer, promotion, or solicitation to buy or sell any financial instrument or perform any other financial transactions. All information and opinions expressed in posts and publications reflect our current views as of the date of the publication and may be liable to change without notice.



Dec 28, 202338:16
What is FATCA? What Americans with a Swiss Bank Account need to know.

What is FATCA? What Americans with a Swiss Bank Account need to know.

Welcome to our latest Swiss Money Secrets podcast episode, where seasoned Swiss financial experts delve into the intricacies of FATCA (Foreign Account Tax Compliance Act) and its impact on Americans holding Swiss bank accounts. In this informative discussion, our expert panel breaks down the critical aspects of the recent announcement about changes to the FATCA model used in Switzerland. Discover the essentials of FATCA compliance and how it affects American account holders at Swiss banks.

Our team will demystify the regulations and provide practical guidance on maintaining financial transparency. Explore the unique considerations for Swiss banking institutions under FATCA regulations. Gain a deeper understanding of the collaboration between Swiss banks and account holders to meet compliance requirements. Uncover the implications of FATCA on global investments and asset management.

This podcast episode is a valuable resource for understanding the nuances of FATCA. Subscribe for more expert insights and stay ahead in cross-border wealth management, whether you are an investor or a financial professional!

Don't miss out on the chance to secure your financial future - listen to our podcast episode now and embark on your journey to offshore IRA success!


Appearances (from left to right):

Jess Roberson, Executive Assistant

Urs Vrijhof-Droese, Managing Partner

Jamie Vrijhof-Droese, Managing Partner


Contact WHVP:

Website: https://whvp.ch/

Email: info@whvp.ch

Telephone: +41 44 315 77 77


Disclaimer: All posts and publications are for your information only and are not intended as an offer, promotion, or solicitation to buy or sell any financial instrument or perform any other financial transactions. All information and opinions expressed in posts and publications reflect our current views as of the date of the publication and may be liable to change without notice.

Nov 30, 202326:12
Moving Offshore With Your Individual Retirement Account

Moving Offshore With Your Individual Retirement Account

Discover the secrets to supercharge your retirement savings structure with our in-depth podcast episode on moving your IRA offshore. Join us as we demystify the benefits and intricacies of offshore IRA investing, showcasing how to diversify your portfolio and secure your financial future.
In this comprehensive episode, our team delves into the opportunities that are opened to you when moving your Individual Retirement Account (IRA) offshore. We'll discuss the advantages of offshore IRAs, the various investment options available, and essential factors to consider when making this strategic financial move.
Learn about offshore investment vehicles, tax optimization, asset protection, and more. Whether you're an experienced investor or new to the world of offshore IRAs, our podcast offers valuable insights to help you make informed decisions about your financial future.


Don't miss out on the chance to secure your financial future - listen to ur podcast episode now and embark on your journey to offshore IRA success!


Appearances (from left to right):

Jess Roberson, Executive Assistant

Urs Vrijhof-Droese, Managing Partner

Jamie Vrijhof-Droese, Managing Partner



Contact WHVP:

Website: https://whvp.ch/

Email: info@whvp.ch

Telephone: +41 44 315 77 77


Disclaimer: All posts and publications are for your information only and are not intended as an offer, promotion, or solicitation to buy or sell any financial instrument or perform any other financial transactions. All information and opinions expressed in posts and publications reflect our current views as of the date of the publication and may be liable to change without notice.

Oct 26, 202327:17
A Tale of Two Fiscal Choices: U.S. Debt Ceiling vs. Swiss Debt Break

A Tale of Two Fiscal Choices: U.S. Debt Ceiling vs. Swiss Debt Break

There is a tale to two fiscal choices: a debt ceiling or a debt brake; one has been proven to lead to uncontrollable government debt, and the other has led to a stable and well-maintained economy. In this episode of the Swiss Money Secrets podcast, the WHVP team (Swiss wealth management experts for Americans) sit down to discuss the U.S. debt ceiling in comparison to the Swiss debt brake. The episode will discuss the value of responsible government spending and how it can affect an economy and a country's population. There is never a perfect solution, but when it comes to investing and holding your financial assets in an investment, bank, country, or currency, fiscal policy will have its effects on the environment and its stability. Our episode will help American investors understand the difference in how governments' fiscal policies can either hinder or aid the economy and, in turn, maintain or destroy someone's hard-earned wealth.


Appearances (from left to right):

Jess Roberson, Executive Assistant

Urs Vrijhof-Droese, Managing Partner

Jamie Vrijhof-Droese, Managing Partner



Contact WHVP:

Website: https://whvp.ch/

Email: info@whvp.ch

Telephone: +41 44 315 77 77


Disclaimer: All posts and publications are for your information only and are not intended as an offer, promotion, or solicitation to buy or sell any financial instrument or perform any other financial transactions. All information and opinions expressed in posts and publications reflect our current views as of the date of the publication and may be liable to change without notice.

Sep 28, 202330:53
BRICS: Are They Destroying The U.S. Dollar's Dominance?

BRICS: Are They Destroying The U.S. Dollar's Dominance?

The END of the U.S. dollar? In this episode of the Swiss Money Secrets podcast, the WHVP team (Swiss wealth management experts for Americans) sit down to discuss the recent BRICS meeting, what it might mean for Americans, the value of the USD, and the position of Switzerland amid a world that is trying to shift away from the West. The episode will discuss the BRICS meeting, how the world might look moving forward, and how the current players are positioned in it. While each media outlet speculates and either pushes fear or dismisses these nations, the WHVP team discusses the situation as is and examines how it might affect the investment world and, in particular, those who are holding USD or portfolios fully invested in the U.S. Market as it highly exposed to the risk of the declining value in the Purchasing power of the greenback. 00:00 The USD is and HAS been losing value 00:28 Intro 01:16 Switzerland Grew GDP in 2022 03:44 BRICS Background 05:10 Why pay attention to the BRICS 06:35 BRICS meeting highlights 06:55 What unties the BRICS 07:40 Discussion: A counterweight to the U.S. and USD 13:00 Discussion: The fall of the West and the U.S.? 17:00 The real current threat to the USD 20:00 The position of Switzerland in the midst of the developments 22:53 Outro


Appearances (from left to right): Jess Roberson, Executive Assistant Urs Vrijhof-Droese, Managing Partner Jamie Vrijhof-Droese, Managing Partner Contact WHVP: Website: https://whvp.ch/ Email: info@whvp.ch Telephone: +41 44 315 77 77 Disclaimer: All posts and publications are for your information only and are not intended as an offer, promotion, or solicitation to buy or sell any financial instrument or perform any other financial transactions. All information and opinions expressed in posts and publications reflect our current views as of the date of the publication and may be liable to change without notice.


Aug 31, 202323:22
USA & China Decoupling And A New World Reserve Currency?
Jul 27, 202329:24
Cook Islands Trusts For Asset Protection
Jun 29, 202323:16
Central Bank Digital Currencies (CBDC) & The Swiss Franc Initiative
May 25, 202326:38
Unveiling Swiss Venture Capital with Jacqueline Ruedin Rüsch
Apr 20, 202324:54
The U.S. Bank Crisis & Credit Suisse
Mar 23, 202335:35
Proposed Beneficial Owner Registry in Switzerland with Jessica Schaedler
Mar 01, 202332:52
Going Beyond Performance

Going Beyond Performance

On this episode of the podcast, the WHVP team sits down to discuss going beyond performance in terms of client care. The podcast will cover a bit of the Swiss perspective of the World Economic Forum and then will jump into the team discussing the importance of client communication and care. We hope you enjoy it.

We do apologize for the sound quality, as there was some construction work that started during the recording of our podcast. 

Appearances:

Jamie Vrijhof-Droese, Managing Partner

Urs Vrijhof-Droese, Managing Partner

Jess Roberson, Executive Assistant

Disclaimer: All posts and publications are for your information only   and are not intended as an offer, promotion, or solicitation to buy or   sell any financial instrument or perform any other financial   transactions.

Feb 06, 202326:10
Inflation, Interest Rate Hikes, and a Recession

Inflation, Interest Rate Hikes, and a Recession

In this episode of the WHVP podcast, the team sits down to discuss the  differences between the U.S. and Switzerland when it comes to inflation,  interest rates, and recession definitions. The team will start the  podcast off by discussing the recent celebration of Swiss National Day,  the equivalent of Independence Day in the U.S... We hope you enjoy it.


Appearances:

Jamie Vrijhof-Droese, Managing Partner

Urs Vrijhof-Droese, Managing Partner

Jess Roberson, Executive Assistant


Disclaimer: All posts and publications are for your information only  and are not intended as an offer, promotion, or solicitation to buy or  sell any financial instrument or perform any other financial  transactions.

Aug 04, 202228:48
The Federal Reserve Vs. The Swiss National Bank

The Federal Reserve Vs. The Swiss National Bank

In this episode of the WHVP podcast, the WHVP team sits down to discuss   On this episode of the podcast, the WHVP team sits down to  discuss the  Federal Reserve and the Swiss National Bank. The podcast will cover a  brief history of the Federal Reserve and the Swiss National Bank, the  roles they play today, and a discussion on the most recent Consumer  Price Index data. We hope you enjoy it.  


00:00 Intro

00:41 CPI Data Discussion

07:53 Brief History of The Fed

12:06 Brief History of The SNB

16:00 Actions of the Fed and SNB in their Economic Roles Currently

20:00 Discussion of the Fed and the SNB 2



To learn more about us at WHVP, check out our homepage at https://whvp.ch/!

Appearances:

Jamie Vrijhof-Droese, Managing Partner

Urs Vrijhof-Droese, Managing Partner

Jess Roberson, Executive Assistant

Disclaimer: All posts and publications are for your information only and are not intended as an offer, promotion, or solicitation to buy or sell any financial instrument or perform any other financial transactions.

Jun 29, 202229:40
What We Love About Americans

What We Love About Americans

On this episode of the WHVP podcast, the WHVP team sits down to discuss  everything we love about working with Americans. The podcast will cover a  variety of subjects about what we appreciate about American Culture and  the people who make up the country.  We will also discuss the news of the Swiss Parliament rejecting the motion to revise the Swiss Bank Secrecy Act.

00:00 Intro
00:40 Swiss Parliament rejection to Revise the Swiss Bank Secrecy Act
05:52 Background of WHVP Wanting to Work with Americans
10:57 The Qualities We Like about America and Americans
14:00 Business Interactions with Americans are Wonderful
19:00 The Swiss-Americans Connection is a Great Mix
21:52 Outro


To learn more about us at WHVP, check out our homepage at https://whvp.ch/!


Appearances:

Jamie Vrijhof-Droese, Managing Partner

Urs Vrijhof-Droese, Managing Partner

Jess Roberson, Executive Assistant


Disclaimer: All posts and publications are for your information only and are not intended as an offer, promotion, or solicitation to buy or sell any financial instrument or perform any other financial transactions.

Jun 22, 202222:32
Private Placement Life Insurance (PPLI)

Private Placement Life Insurance (PPLI)

On this episode of the podcast, Jamie Vrijhof-Droese sits down to interview Daniel Koller of 1291 Group about Private Placement Life Insurance (PPLI). The podcast will cover a variety of subjects on the subject of PPLIs, such as privacy and asset protection. Daniel will also give his legal perspective on the regulatory changes that are taking place in the Swiss financial services sector. We hope you enjoy it.

Learn more about us: www.whvp.ch  
Learn more about us 1291 Group: www.1291group.com/

Apprences:
Daniel Koller, of 1291 Group and WHVP Head of Legal & Compliance
Jamie Vrijhof-Droese, Managing Partner

Contact:
Website: www.whvp.ch
Email: info@whvp.ch
Telephone: +41 44 315 77 77

Disclaimer: All posts and publications are for your information only and  are not intended as an offer, promotion, or solicitation to buy or sell  any financial instrument or perform any other financial transactions.

Jun 15, 202225:17
All Things Crypto
May 18, 202219:40
The Swiss Bank Secrecy Act

The Swiss Bank Secrecy Act

On this episode of the WHVP podcast, the WHVP team sits down to discuss  the Swiss Bank Secrecy Act. The podcast will cover the history of  Banking Privacy in Switzerland, what it means for Americans using Swiss  banking today, and a discussion on the difference between data privacy  laws in Switzerland and Europe compared to the United States.


To learn more about us at WHVP, check out our homepage at https://whvp.ch/!

Learn more on Fabian Dutli at https://whvp.ch/about/giving-back or https://fabiandutli.ch/!

Appearances:

Jamie Vrijhof-Droese, Managing Partner

Urs Vrijhof-Droese, Managing Partner

Jess Roberson, Executive Assistant

Disclaimer: All posts and publications are for your information only   and are not intended as an offer, promotion, or solicitation to buy or   sell any financial instrument or perform any other financial   transactions.

May 04, 202223:17
Finding a Registered Investment Advisor in Switzerland

Finding a Registered Investment Advisor in Switzerland

On this episode of the WHVP podcast, Managing Partner Jamie  Vrijhof-Droese sits down with the founder of AW Switzerland, Anne  Liebgott, to discuss “Finding a Registered Investment Advisor (RIA) in Switzerland.” In the podcast, Anne will discuss her journey to  establishing AW Switzerland. Jamie and Anne will also talk about the  various aspects of finding an Investment Advisor, such as the due  diligence and administration involved, the motivation for having assets  in Switzerland, and much more. We hope you enjoy it.

To learn more about us at WHVP, check out our homepage at https://whvp.ch/!

To learn more about Anne Liebgott and AW Switzerland on https://www.linkedin.com/company/aw-switzerland/ and https://www.americanswelcome.swiss/

Appearances:

Jamie Vrijhof-Droese, Managing Partner

 Anne Liebgottand, Founder of AW Switzerland

Disclaimer: All posts and publications are for your information only  and are not intended as an offer, promotion, or solicitation to buy or  sell any financial instrument or perform any other financial  transactions.

Apr 06, 202221:58
The Swiss Financial Centre

The Swiss Financial Centre

This new episode of season three of the WHVP podcast will be on the  Swiss Financial Centre. The Swiss Financial Centre is a place that has  long been the gold standard of banking services and helping individuals  preserve and build their wealth. Despite the ever-increasing regulation  internationally when it comes to the financial industry, Switzerland  remains a leader in the world of finance. Before we jump into the topic,  we will talk about the awards WHVP received for 2022 and how the war in  Ukraine is impacting Europe.


To learn more about us at WHVP, check out our homepage at https://whvp.ch/!


Appearances:

Jamie Vrijhof-Droese, Managing Partner

Urs Vrijhof-Droese, Managing Partner

Jess Roberson, Executive Assistant


Disclaimer: All posts and publications are for your information only  and are not intended as an offer, promotion, or solicitation to buy or  sell any financial instrument or perform any other financial  transactions.

Mar 24, 202227:49
U.S. Taxes While Living Abroad

U.S. Taxes While Living Abroad

On this episode of the WHVP podcast, Managing Partner Jamie  Vrijhof-Droese sits down with U.S. Tax Specialist Patrick Hoza to  discuss “U.S. Taxes While Living Abroad.” In the podcast, Patrick will  discuss his journey to becoming a U.S. Tax Specialist for Americans  living in foreign countries. Jamie and Patrick will also talk about the  tax implications Americans face in investing abroad and also non-U.S.  persons face when investing in the U.S.A. We hope you enjoy it.

To learn more about us at WHVP, check out our homepage at https://whvp.ch/!

To learn more about Patrick Hoza, check out their homepage at https://www.ustaxfs.com/about/people/zurich/individual-tax-and-voluntary-disclosure/patrick-hoza/ and/or  https://www.ustaxfs.com/

Appearances:

Jamie Vrijhof-Droese, Managing Partner

Patrick Hoza, U.S. Tax Director at US Tax & Financial Services

Disclaimer: All posts and publications are for your information only  and are not intended as an offer, promotion, or solicitation to buy or  sell any financial instrument or perform any other financial  transactions.

Mar 09, 202217:14
Swiss Trust Law

Swiss Trust Law

In this new episode of season three of the WHVP podcast will be on the proposed Trust Bill Draft to Switzerland's government. We will discuss the Background of Trust law in Switzerland, how the change could affect the financial center of Switzerland, and the potential benefit the bill would bring to people looking to structure their wealth. Before we jump into the topic, we will talk about how the Swiss is planning on lifting current pandemic restrictions inviting normal life to return to Switzerland.

To learn more about us at WHVP, check out our homepage at https://whvp.ch/!

To learn more about Flying Lawyers, check out their homepage at https://www.flyinglawyers.ch/en/!

Appearances:

Jamie Vrijhof-Droese, Managing Partner

Jess Roberson, Executive Assistant 

Disclaimer: All posts and publications are for your information only and are not intended as an offer, promotion, or solicitation to buy or sell any financial instrument or perform any other financial transactions.

Feb 17, 202222:19
Migration to Switzerland

Migration to Switzerland

On this episode of the WHVP podcast Managing Partner Jamie Vrijhof-Droese sits down with Alisa Burkhard, Attorney at Law and one of the founders of Flyingllawyers to discuss “Migration to Switzerland.” In the podcast, Alisa will share her incredible journey of migration to Switzerland and overcoming the challenges of studying and practicing law in Switzerland. Jamie and Alisa will also talk about some of the options American’s have in migrating to Switzerland and the cultural differences that the two countries have from one another. We hope you enjoy it.

To learn more about us at WHVP, check out our homepage at https://whvp.ch/!

To learn more about Flying Lawyers, check out their homepage at https://www.flyinglawyers.ch/en/!

Appearances:

Jamie Vrijhof-Droese, Managing Partner

Alisa Burkhard, Attorney at Law and Founding Member of Flying Lawyers

Disclaimer: All posts and publications are for your information only and are not intended as an offer, promotion, or solicitation to buy or sell any financial instrument or perform any other financial transactions.

Feb 03, 202228:21
The Swiss-U.S. Relationship

The Swiss-U.S. Relationship

The first episode of season three of the WHVP podcast will be on the relationship between Switzerland and the USA. We will discuss the history of Swiss and USA relations, how the countries have influenced each other, and the connection between the countries at present. Before we jump into the topic, we will talk about how the Swiss economy has navigated the financial crisis of the pandemic. 

To learn more about us at WHVP, check out our homepage at https://whvp.ch/!

WHVP Team:

Jamie Vrijhof-Droese, Managing Partner

Urs Vrijhof-Droese, Managing Partner

Jess Roberson, Executive Assistant

Disclaimer: All posts and publications are for your information only  and are not intended as an offer, promotion, or solicitation to buy or  sell any financial instrument or perform any other financial  transactions.

Jan 19, 202225:04
Risk Management

Risk Management

The new episode of the WHVP podcast is on risk management. We will discuss the definition of risk management, how to deal with risk in a portfolio, and the due diligence of risk management. Before we jump into the topic, we will talk about the newly elected president of Switzerland. 


To learn more about us at WHVP, check out our homepage at https://whvp.ch/!


WHVP Team:

Jamie Vrijhof-Droese, Managing Partner

Urs Vrijhof-Droese, Managing Partner

Jess Roberson, Executive Assistant


Disclaimer: All posts and publications are for your information only and are not intended as an offer, promotion, or solicitation to buy or sell any financial instrument or perform any other financial transactions.

Dec 15, 202129:29
What Is The Big Deal With Gold?

What Is The Big Deal With Gold?

The new episode of the  WHVP podcast is on gold as an investment. We will discuss the historical context of gold and the advantages and challenges gold brings to a  portfolio. Before we jump into the topic, we will update you on how the  trip to the USA is going for Jamie and Urs.

To learn more about us at WHVP, check out our homepage at https://whvp.ch/!

WHVP Team:

Jamie Vrijhof-Droese, Managing Partner

Urs Vrijhof-Droese, Managing Partner

Jess Roberson, Executive Assistant


Disclaimer: All posts and publications are for your information only and  are not intended as an offer, promotion, or solicitation to buy or sell  any financial instrument or perform any other financial transactions.

Dec 01, 202124:16
Socially Responsible Investing

Socially Responsible Investing

The new episode of the WHVP podcast is on socially responsible investing (SRI). We will discuss the pros and cons of SRI and discuss its usefulness. Before we jump into the topic, we will discuss some World Cups news for Switzerland and one of the WHVP team members representing Switzerland in an international sports competition. We will also give an update on the WHVP trips to the USA. 

To learn more about us at WHVP, check out our homepage at https://whvp.ch/!

WHVP Team:

Jamie Vrijhof-Droese, Managing Partner

Urs Vrijhof-Droese, Managing Partner

Jess Roberson, Executive Assistant

Nov 17, 202123:48
Incoming Regulation For The Swiss Financial Industry

Incoming Regulation For The Swiss Financial Industry

The new episode of the WHVP podcast is on the new regulations—FinSA and FinIA—coming into effect in Switzerland. The podcast discusses the new rules that will be put into place to oversee the Swiss financial sector and how they will affect the asset management industry in the country. Before jumping into the topic, the team talks about the recent news that Finma—the governing body of the new regulations—announced their new CEO.

To learn more about us at WHVP, check out our homepage at https://whvp.ch/!

WHVP Team:

Jamie Vrijhof-Droese, Managing Partner

Urs Vrijhof-Droese, Managing Partner

Jess Roberson, Executive Assistant

Nov 03, 202125:16
Investment Strategies

Investment Strategies

This new episode of the WHVP podcast is on investment strategies. The podcast is a discussion on the various types of investment strategies that can be selected and the considerations that need to be taken when determining the best fit for an investor. Before jumping into the topic, the team talks about the recent news on the Swiss government's plan for a sustainable future in energy production. We also have an update on WHVP's upcoming US trips.

To learn more about us at WHVP, check out our homepage at https://whvp.ch/!

WHVP Team:

Jamie Vrijhof-Droese, Managing Partner

Urs Vrijhof-Droese, Managing Partner

Jess Roberson, Executive Assistant

Oct 20, 202133:41
Asset Protection

Asset Protection

This new episode of the WHVP podcast is on asset protection. The podcast is a discussion on the reasons for and various layers of asset protection. It also includes a description of how WHVP services help in this process with clients. Before jumping into the topic, the team talks about the USA opening its borders to Europeans, WHVP's upcoming trips to the US, and the "Pandora papers."

To learn more about us at WHVP, check out our homepage at https://whvp.ch/!

WHVP Team:

Jamie Vrijhof-Droese, Managing Partner

Urs Vrijhof-Droese, Managing Partner

Jess Roberson, Executive Assistant

Oct 06, 202122:50
 Serving U.S. Clients For 30-Years

Serving U.S. Clients For 30-Years

The new episode of the WHVP podcast is a special one as the WHVP team will talk about the 30th-anniversary WHVP. The podcast includes the 30-year history of WHVP with an inside view of the secession of WHVP to the next generation. Then the team will discuss the foundational values of WHVP, its future outlook, and the company as a whole. Before jumping into the topic, the team talks about two awards that WHVP was given in 2021.

To learn more about us at WHVP, check out our homepage at https://whvp.ch/!

WHVP Team:

Jamie Vrijhof-Droese, Managing Partner

Urs Vrijhof-Droese, Managing Partner

Julia Fernandez, Managing Partner 

Jess Roberson, Executive Assistant 

Sep 21, 202120:42
The Bretton Woods System

The Bretton Woods System

Before discussing The Bretton Woods System, the WHVP team will talk  about the 30th-anniversary event coming up for WHVP. The podcast  includes a brief explanation of the Bretton Woods System, a brief  historical summary of the topic, advantages that the system created, and  some of the disadvantages to the system, and finally, the team will  discuss the topic in further detail.

To learn more about us at WHVP, check out our homepage at https://whvp.ch/!

WHVP Team:

Jamie Vrijhof-Droese, Managing Partner

Urs Vrijhof-Droese, Managing Partner

Jess Roberson, Executive Assistant 

Sep 21, 202118:58
Generational Wealth and Family Governance

Generational Wealth and Family Governance

Before discussing generational wealth and family governance, the WHVP team discusses the historic performance of the Swiss national team at the Tokyo Olympics. The podcast includes a brief explanation of generational wealth and family governance, some organizational aspect of generational wealth, how to talk to family members about generational wealth, and then discusses the topic in further detail.

To learn more about us at WHVP, check out our homepage at https://whvp.ch/!

WHVP Team:

Jamie Vrijhof-Droese, Managing Partner

Urs Vrijhof-Droese, Managing Partner

Jess Roberson, Intern

Aug 18, 202127:16
Global Minimum Corporate Tax

Global Minimum Corporate Tax

Before discussing the global minimum corporate tax, the WHVP team discusses an interesting rumor about a Swiss shoe company. The podcast includes a brief explanation of the tax reform proposed, a brief history of corporate taxation, advantages and disadvantages of the global minimum corporate tax, and then discusses the topic in further detail.

To learn more about us at WHVP, check out our homepage at https://whvp.ch/!

WHVP Team:

Jamie Vrijhof-Droese, Managing Partner

Urs Vrijhof-Droese, Managing Partner

Jess Roberson, Intern

Aug 04, 202128:08