In this blog post, we'll explore the unique rewards of working with US clients in wealth management. As an international firm, we've served clients from diverse backgrounds, but there's something special about the US market. We'll discuss the distinctive financial landscape and cultural aspects that shape our relationships with American clients. Through our insights and experiences, we aim to highlight the value this brings to both our clients and our team.
In this blog post, we'll delve into the reasons our team members have chosen wealth management as their career path. Each of us brings a unique perspective and motivation to the table, whether it's a passion for helping families secure their financial futures, a fascination with the complexities of the market, or the joy of building long-lasting relationships. Through our personal stories, we hope to highlight the diverse reasons that drive us to excel in this dynamic and rewarding field.
At WHVP, we take immense pride in recognizing the contributions and growth of our team members. It is with great pleasure that we announce Jess Roberson's elevation to the role of Junior Relationship Manager, effective January 1, 2024.
Curious about the pivotal moments that defined WHVP's extraordinary journey this year? From regulatory triumphs to prestigious industry accolades and the arrival of fresh talent, each milestone has woven a tale of growth and commitment to exceptional wealth management. Join us on a journey of reflection as we revisit the highlights that shaped our path in 2023.
In this interview, Managing Partner and CIO Urs Vrijhof-Droes will detail what led him to the wealth management sector and how he leads the investing at WHVP. Those reading this interview will get an inside look into Swiss wealth management and get to know Urs better, both professionally and personally. He will share how he first became interested in investing, what it was like for him going through the 2007-2008 market crash as a young investor, and the lessons he learned, as well as discuss how he approaches investment decisions and leads WHVP in the investing activities.
We are proud to introduce our new slogan: "Preserving Legacies since 1991." This slogan embodies the heart of our mission and the values that drive us to serve you better every day. For over three decades, we have been committed to helping hundreds of individuals like you preserve their hard-earned legacies. Our longevity in the industry speaks to our expertise, integrity, and dedication to providing top-notch wealth management solutions. We understand that your wealth represents the culmination of years of hard work and dreams, and we're here to ensure that your legacy is protected and nurtured for generations to come.
In this interview, WHVP's Summer Intern Nicolò Morra will share what he hopes to learn from the time he will be spending with us. Reading this interview will give you an inside look into the mind of the upcoming generation of Swiss financial service professionals.
In this interview, WHVP team member Jess Roberson will share what it has been like working in Switzerland as an American with WHVP. Those reading this interview will get an inside look into how an American sees Swiss working life with WHVP and the benefits of the Swiss-American connection from a professional and personal standpoint.
We are proud to announce that Urs Vrijhof-Droese, one of our esteemed Managing Partners, has been elected to the board of the Swiss Registered Investment Advisor Association (SRIAA). This appointment reflects Urs' expertise and commitment to the investment management industry and underscores WHVP's dedication to professional excellence and leadership in serving US clients out of Switzerland.
Leading wealth management industry participant, WHVP, has joined the ranks of an elite global group who have been handed the honour of winning a WealthBriefing Award. WHVP were awarded ‘Best Client Communications & Overall Digital Engagement’ and Jamie Vrijhof-Droese of WHVP was awarded ‘Thought Leadership’ and ‘Rising Star Under 40’ at The Third Annual WealthBriefing Swiss EAM Awards 2023.
WHVP, an SEC-registered investment advisor based out of Zurich Switzerland, received its FINMA license to continue operating as an asset manager in Switzerland. This achievment is a milestone in the company's 30 year history.
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.
In this interview, Managing Partner and CEO Jamie Vrijhof-Droese will share what it has been like taking over a business as the second generation and some insight into what she does at WHVP. Those reading this interview will get an inside look into Swiss asset management and get to know Jamie professionally and personally.
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.
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.
When investing, many things are not easy, especially when it comes to creating a portfolio ready to deal with market downturns, political instability, domestic unease, and economic turmoil. At the same time, it can also be challenging to trust a financial professional with your wealth, especially if they are located in a foreign country. This inspired us to create an authentic company video that gives you an idea of who we are and what our company culture is while at the same time showing you how we can help you achieve your financial goals.
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.
WHVP has been crowned “Best Client Communication”, “Best Overall Digital Engaging (In-House)” and "Best Female Executive" (for Jamie Vrijhof-Droese) at the WealthBriefing Swiss EAM Annual Awards 2022.
As 2021 is coming to an end, we would like to take the opportunity to look back on an eventful year and tell you about some of our highlights.
In honor of WHVP's 30 year anniversary, we take a trip down memory lane and highlight some of the most important milestones of the past three decades.