Join us on the Swiss Money Secrets Podcast as we rewind through the top highlights of 2023 in offshore wealth management! In our latest episode, we revisit the year's most crucial discussions, offering insights into offshore banking's nuances for Americans. From understanding the proposed beneficial owner registries to navigating the U.S. bank crisis and exploring Central Bank Digital Currencies, we've covered it all.
Welcome to our latest Swiss Money Secrets podcast episode, where we delve into the intricacies of FATCA (Foreign Account Tax Compliance Act) and its impact on Americans holding Swiss bank accounts. In this discussion, we break 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.
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. We'll discuss the advantages of offshore IRAs, the various investment options available, and essential factors to consider when making this strategic financial move.
There is a tale of 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.
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.
In this podcast episode, the WHVP team sits down with Dr. Beat Habegger of Habegger Strategy to discuss geopolitical risks in the current climate. In addition, Dr. Habegger will answer questions pertaining to investors regarding geopolitical risks and how he sees the trends of the world moving. We hope you enjoy it!
On this podcast episode, the WHVP team sits down with Blake Harris of Blake Harris Law to discuss Cook Islands Trusts, asset protection, and privacy for Americans. In addition, the podcast will quickly cover the tax reference up for a national vote in Switzerland on how the country will allocate the extra revenue the country will receive from taxing corporations with the newish OECD global corporate minimum tax. We hope you enjoy it!
On this podcast episode, the WHVP team sits down to talk about central bank digital currencies (CBDCs) and the initiative being presented to the Swiss government to ensure that cash stays a part of the Swiss economy forever. In addition, the team will briefly discuss the current debt limit standoff taking place in the U.S. government. We hope you enjoy it!
On this podcast episode, the WHVP team sits down with Jacqueline Ruedin Rüsch of Privilege Ventures to discuss Switzerland's venture capital investment industry. In addition, the podcast will cover how private equity and venture capital investing differ, the start-up scene in Switzerland vs. the U.S., and the Swiss culture of innovation. We hope you enjoy it!
On this podcast episode, the WHVP team sits down together to talk about the U.S. bank crisis and the merger between UBS and Credit Suisse. In addition, the podcast will cover the stability of the Swiss banking system and the differences between the U.S. and Swiss banking industries and systems, and what Americans can do to ensure they select the right banks to partner with. We hope you enjoy it!
On this episode of the podcast, the WHVP team sits down with special guest Jessica Schaedler, Leading Trust Advisor at Capital Trustees AG, to discuss the proposed bill to the Swiss government on creating a beneficial owner registry. The podcast will cover what changes have been proposed to the government, what may come from such a change and the opinion on how the Swiss population may react to such a bill. This podcast is a must-listen for anyone seeking a better understanding of the potential impact on the financial industry and individuals with Swiss bank accounts. We hope you enjoy it!
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.
In this podcast episode, Jamie Vrijhof-Droese, Urs Vrijhof-Droese, and Jess Roberson sit 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 by discussing the recent celebration of Swiss National Day, the equivalent of Independence Day in the U.S. We hope you enjoy it.
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.
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.
This episode talks about Jamie’s background in wealth management and banking in Switzerland. Potential international solutions for US investors. Typical funding requirements when it comes to Swiss banking. What to consider before investing in Switzerland or other offshore places? The importance of relationship building and trust in wealth management. Asset protection using Swiss banking products/methods? A brief overview on the taxation of international accounts for US investors. Typical fees when it comes to investing in a Swiss account. Could you borrow against your Swiss Bank funds by leveraging it as collateral? What are the typical rates of return on a Swiss investment (example of one type of investment) account? Can you use a self-directed IRA to own a Swiss account? Do we convert US dollars into other currencies when investing offshore? If so, what are the advantages of doing so? How does one measure the strength of the US dollar? Do you have to physically go to Switzerland to open a Swiss bank account?
In this episode Alex is joined by Jamie Vrijhof-Droese who heads the business development of WHVP and advises a group of international clients with respect to international diversification and asset protection. Together they will discuss how you can use your IRA to invest internationally.
Jamie and Richard talk about currency alternatives to the US dollar, busting myths around Offshore Investing, and Switzerland as an Offshore Financial Jurisdiction. They also talk about the Next Generation of Wealth and discuss some differences in how Men and Women value Financial Advisors.
One of our Managing Partners, Jamie Vrijhof-Droese, was a guest on Angelina Carleton's podcast this week where she articulates why non-Swiss investors, such as Americans, bring a part of their wealth and portfolio to our company as well as her thoughts about gold and crypto-currencies. She also overcomes various myths around offshore investing. Jamie explains what a new client can expect when they open an account as well as what private banking means specifically in Switzerland. As the second generation to her family’s business, she shares a few success stories about the benefits of geographical diversification.
In this episode, David Warren – Co-Founder and Chairman of the Board of Bridgeford Trust Company and President/CEO of Bridgeford – sits down with guest, Jamie Vrijhof-Droese – Managing Partner at WHVP – for a discussion on WHVP’s origins, focus, and services as well as their work with U.S. citizens. David and Jamie go on to discuss the COVID crisis and its impact on their investment approach.