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Combining Investments, Industry News and a Swiss Perspective

Resources and Insights

Moving Offshore: A Strategic Decision For Americans Thumbnail

Moving Offshore: A Strategic Decision For Americans

Thinking about moving investments offshore is a big decision. It takes time and effort to conduct the due diligence needed to find the right partner and set up an offshore investment account. However, the strategic move can offer many positive qualities to an investment portfolio. So, is it worth making a move for the opportunities, risk mitigation, time, and effort to gain the benefits of capital preservation, risk mitigation, asset protection, and true diversification?

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WHVP Year in Review 2022 Thumbnail

WHVP Year in Review 2022

We would like to take the opportunity to reflect on an eventful year for WHVP and tell you about some of the things we are excited about. We are looking forward to starting the next chapter in 2023 and are grateful that you are all part of our journey.

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Job Cuts, Recession, and The Market Thumbnail

Job Cuts, Recession, and The Market

An impending recession, markets are continuing to fall, and the steady stream of news that companies are making job cuts. The news continues to look bleak, and with the recent stream of news, the economy and markets continue in the cycle of squeezing those participating in them. But there is hope for people looking to learn about what the job cuts can mean for the economy, investment market, and their portfolio, and steps they can take in protecting their wealth.

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The Safety and Privacy of Swiss Investment Accounts for Americans  Thumbnail

The Safety and Privacy of Swiss Investment Accounts for Americans

For international day of banks, we wanted to talk about what Swiss private banks offer Americans in terms of safety and privacy for their personal wealth information. The reality is that Swiss bank accounts are 100% legal for Americans to hold financial assets in, and there are some incredible perks that come with having a Swiss investment account as an American. The two benefits we will be focusing on today are safety and privacy.

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Establishing A Swiss Investment Account For Americans Thumbnail

Establishing A Swiss Investment Account For Americans

It is crucial to understand how things work for any administrative process, especially when it comes to setting up an offshore investment account as an American. This blog will cover the due diligence needed to find the right Swiss independent asset manager for your situation. It will also cover the documents required to start the process and the paperwork that can be expected when establishing a private offshore investment account.

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Private Banking Paradise: Switzerland or Liechtenstein?  Thumbnail

Private Banking Paradise: Switzerland or Liechtenstein?

One of the questions we get asked by prospective clients seeking offshore investment diversification through us as an independent asset management firm is: "How do you determine which custodian banks to work with?" The answer to this question is quite complex, so we will use this blog to give insight into how we determine where to begin our search for top-level private banks. We will briefly cover why we find Switzerland and Liechtenstein to be premiere economic environments for finding the right custodian bank for our clients.

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Interview with Managing Partner and COO of WHVP, Julia Fernandez Thumbnail

Interview with Managing Partner and COO of WHVP, Julia Fernandez

In this interview, Managing Partner and COO Julia Fernandez will share what it has been like for her working in the Swiss financial service industry for over thirty years. Those reading this interview will get an inside look into Swiss asset management and get to know Julia better, both professionally and personally. She will share how she transitioned from private banking to working in asset management and how the Swiss financial service industry has evolved over her career. She will also discuss what it has been like going through a business succession from one generation to the next.

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Understanding the S&P 500 as a Benchmark for an Offshore Portfolio Thumbnail

Understanding the S&P 500 as a Benchmark for an Offshore Portfolio

Since the S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding for Americans with offshore investments. The index's performance gives a good representation of the state of the U.S. market, but it does not fully represent it. Further, it does not represent the other markets around the world. Therefore, we will also endeavor with this blog to describe how Americans can utilize Swiss investment advisors to diversify out of the U.S. market.

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Webinar: Building an Inflation-Resistant Portfolio Thumbnail

Webinar: Building an Inflation-Resistant Portfolio

In this webinar, you will learn how to utilize the Swiss economy, financial services, and registered investment advisors to bring stability to your existing or new investment portfolio. The presentation will cover the reasons for today's inflationary environment, how and why the Swiss economy differs from the United States, and how Americans can access the Swiss markets. In addition, it will be a chance to learn more about Switzerland's economic facts and figures and the relevant details that pertain to holding an offshore account in its jurisdiction.

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Highlights of the Swiss attending the Jackson Hole Symposium Thumbnail

Highlights of the Swiss attending the Jackson Hole Symposium

The Jackson Hole Symposium has drawn a lot of attention because of Jerome Powell's speech in which he re-stated that the Fed will continue to lift interest rates in their fight against inflation. However, some of you may not have seen the inputs of the event given by the Chairman of the Governing Board of the Swiss National Bank (SNB), Thomas J. Jordan. Therefore, it is the intention of this blog to provide you with the highlights of the contribution he made to the event.

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Cultivating WHVP's Company Culture  Thumbnail

Cultivating WHVP's Company Culture

We strive to have a company culture that is client focused. One that allows our expertise to be utilized on the client's behalf. Culture is not something we take lightly, as we know that the only way our clients will be truly happy working with us is if every team member is passionate about what they do, eager to help, and willing to go the extra mile. This blog post will give a bit of a background on our company culture, how we achieve it, and how we have fun together.

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Swiss National Day  Thumbnail

Swiss National Day

Swiss National Day is upon us! So what is the history of Swiss independence and direct democracy? The Swiss gather together on the 1st of August to have grill parties, watch fireworks, and sit around bonfires. But the Swiss are also reflecting and celebrating a unique history that has led the country from poverty to where it is today as a wealthy and prosperous nation.

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Switzerland as a Financial Jurisdiction Thumbnail

Switzerland as a Financial Jurisdiction

What is Switzerland like as a financial jurisdiction? Not to worry, we have summed it up in this blog. Numerous factors contribute to Switzerland being an economic powerhouse in the global economy. The country is one that can house not only a thriving economy but balance it with political neutrality and hold the highest standards of financial professionalism all at the same time.

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The Benefits of Swiss Asset Management for Americans  Thumbnail

The Benefits of Swiss Asset Management for Americans

By the end of this blog, you will know in greater detail the challenges and benefits of establishing a Swiss bank account with an asset manager. Transparency is key when establishing a business relationship, because of this, it is our intention to paint a realistic picture for North Americans of the setup, process, and present and future benefits there are of having an offshore bank account with a Swiss asset manager.

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Interview with WHVP's Head of Legal and Compliance, Dr. iur. Daniel Koller  Thumbnail

Interview with WHVP's Head of Legal and Compliance, Dr. iur. Daniel Koller

The world of Swiss asset management can seem like a foreign topic. Using Swiss financial services can even carry a negative stigma despite being legal and transparent. So we thought it was high time to sit down with the head of our Legal and Compliance, Daniel Koller, to share his legal perspective on Swiss registered investment advisors. Daniel has been with WHVP for 7 years but has a long working history of serving American clients with Swiss-based financial solutions. Our executive assistant, Jess Roberson, sat down with Daniel to talk about Swiss asset management for Americans from a legal perspective.

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Podcast: The Federal Reserve Vs. The Swiss National Bank Thumbnail

Podcast: 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.

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Podcast: What We Love About Americans Thumbnail

Podcast: 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.

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 Working with an Offshore Registered Investment Advisor Thumbnail

Working with an Offshore Registered Investment Advisor

When selecting a financial advisor there are many options an individual can choose from, whether they be an asset management branch of a bank, a private investor, a family office, or an independent investment advisor both domestic or offshore. Since we are based offshore we have already written extensively on why one might choose an offshore jurisdiction for financial services (Switzerland: Safe Haven during Crisis) and also how to choose a financial advisor (How to choose an External Asset Manager for U.S. Citizens). Both of those topics are important and worth spending some time thinking about. However, today we want to delve into what the benefits are of working with an independent registered investment advisor versus being served by the asset management branch of a larger bank.

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