35 Years of Cross-Border Wealth Management: What Has Changed and What Hasn't
Since WHVP was founded in 1991, international wealth management has been transformed by technology, regulation, and globalization. But after 35 years, what stands out just as much is what has not changed: the reasons U.S. investors look to Switzerland, the importance of personal relationships, and the principles that have guided WHVP from one generation to the next.