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.

I discovered my love for investment finance while in my first two years of university. I saw the beauty in the markets and saw that it was a source that could be tapped for helping others achieve their financial goals and provide for themselves as well as their future generation. The love for finance is spurred by my upbringing in the rocky mountain air, where I was taught to expand my existence in efforts to improve the lives of others.

WHVP, one of the industry leaders in cross-border wealth management has been crowned “Best Servicing for North American Clients” and “Best Overall Digital Engaging (In-House)” at the Inaugural WealthBriefing Swiss EAM Annual Awards 2021.

WHVP wins «Best Asset Manager» at this year's Corporate Livewire’s Prestige Award Switzerland! This award recognizes small and medium-sized businesses, which have proven that they are the best in their market over the past 12 months. Amongst other criteria the judges based their decision on expertise, service provided, innovative practices, as well as consistent performance.