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Combining Investments, Industry News and a Swiss Perspective

Resources about Offshore Banking

The Swiss View: A New Beginning: Recession as a Launchpad Thumbnail

The Swiss View: A New Beginning: Recession as a Launchpad

In recent times, central banks in various jurisdictions have adopted a cautious approach by refraining from further increasing interest rates. However, they have been vocal about their intention to closely monitor the consequences of the steps taken thus far. Despite this pause in rate hikes, equity markets have started to experience turbulence, reflecting an adjustment to the prevailing economic realities. Our assessment suggests that economies are currently facing significant challenges.

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A Tale of Two Fiscal Choices: U.S. Debt Ceiling vs. Swiss Debt Brake Thumbnail

A Tale of Two Fiscal Choices: U.S. Debt Ceiling vs. Swiss Debt Brake

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.

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Interview with CIO and Managing Partner, Urs Vrijhof-Droese  Thumbnail

Interview with CIO and Managing Partner, Urs Vrijhof-Droese

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.

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Preserving Legacies since 1991: Safeguarding Your Wealth through Offshore Wealth Management Thumbnail

Preserving Legacies since 1991: Safeguarding Your Wealth through Offshore Wealth Management

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.

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International Investment Opportunities During A Recession (Webinar) Thumbnail

International Investment Opportunities During A Recession (Webinar)

In this webinar, we will explore how Americans can position their investment portfolio in a recession and the opportunities presented to them outside of the U.S. markets and USD. We will give an in-depth view into how the Swiss banking system is set up, how it caters to clients, and how Americans can use it to build an internationally diversified portfolio away from the risk-ridden U.S. economy.

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Update on Swiss Trust Proposal: Federal Council's Decision Thumbnail

Update on Swiss Trust Proposal: Federal Council's Decision

In a recent development that has garnered significant attention in Switzerland, the Federal Council convened to discuss the proposed Swiss trust. The proposal, which aimed to establish a Swiss trust mechanism for wealth and estate planning, faced considerable scrutiny and opposition. Given the aforementioned factors, the Federal Council has decided last week not to proceed with the proposed Swiss trust.

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Celebrating 20 Years of the Swiss Debt Brake: A Model of Fiscal Responsibility Thumbnail

Celebrating 20 Years of the Swiss Debt Brake: A Model of Fiscal Responsibility

In the realm of financial management, few policies have been as instrumental in maintaining fiscal prudence as the Swiss debt brake. Celebrating its 20-year anniversary, this cornerstone of Switzerland's economic stability has proven to be an exemplary model for the world. Its motivation and aim were clear from the outset: to avert structural imbalances in federal government finances, prevent soaring federal debt, and ensure a countercyclical fiscal policy. By accomplishing these objectives, the Swiss debt brake has contributed to Switzerland's reputation as a sustainable and safe destination for wealth management.

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Miller on the Money: What Does Really Matter?  Thumbnail

Miller on the Money: What Does Really Matter?

Managing Partner Urs Vrijhof-Droese was recently interviewed for a "Miller, on the Money" article to discuss the Fitch downgrading the US credit rating, the devaluation of the USD, and an outside prespective on what direction the U.S. economy is going. "From an outside perspective, it is surprising that such influential and educated people do not recognize (or admit) that the U.S. financial household is in trouble.” - Urs Vrijhof-Droese.

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The Role of Switzerland as an Offshore Wealth Management Hub Thumbnail

The Role of Switzerland as an Offshore Wealth Management Hub

In the ever-evolving world of international finance, Switzerland stands as an enduring symbol of stability and sophistication, earning its reputation as the ultimate offshore wealth management hub. Nestled among the majestic Alps, this picturesque nation has not only captured the imagination of travelers but has also secured its place as a global financial powerhouse. This article delves into the captivating aspects that have made Switzerland a beacon of trust for individuals seeking to safeguard and expand their wealth through cross-border wealth management.

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Everything You Need To Know About Swiss Banking Thumbnail

Everything You Need To Know About Swiss Banking

(Video Presentation) When it comes to offshore banking, one country that stands out is Switzerland. Renowned for its stability, financial infrastructure, and stringent privacy laws, Switzerland has historically been a favored destination for individuals seeking to safeguard their wealth and financial transactions. The Swiss banking system offers a level of discretion and confidentiality that can be appealing to those who prioritize privacy. Owning substantial wealth can make individuals susceptible to various risks, including legal claims, creditors, and unwanted attention. Offshore bank accounts can provide a degree of privacy that helps individuals maintain a lower profile in terms of their financial holdings. This reduced visibility can discourage frivolous lawsuits and lower the risk of becoming a target for fraudulent activities or extortion attempts.

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BRICS: Are They Destroying The U.S. Dollar's Dominance? Thumbnail

BRICS: Are They Destroying The U.S. Dollar's Dominance?

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.

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Why do People use Offshore Bank Accounts? Thumbnail

Why do People use Offshore Bank Accounts?

In a globalized world, financial landscapes have evolved, and the utilization of offshore bank accounts has become an intriguing phenomenon. These accounts, tucked away in distant jurisdictions, have gained both intrigue and controversy due to their association with privacy, international investments, and legal strategies. In this blog post, we will delve into the intricacies of offshore banking, popular destinations like Switzerland, and the reasons why individuals, particularly Americans, choose to open offshore bank accounts.

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Swiss Bank Accounts: The Reasons Americans Should Have One Thumbnail

Swiss Bank Accounts: The Reasons Americans Should Have One

Opening a Swiss bank account can aid Americans in their search to build and preserve their wealth from the devaluation of the USD and other risks posed to it by the U.S. environment. In this short video presentation, Jamie Vrijhof-Droese, explains the blaring reason Americans should have an offshore investment account in Switzerland. She discusses the devaluation of the USD and the benefits an offshore Swiss investment account can offer Americans. She also discusses how WHVP has been helping guild Americans to diversify their portfolios outside of the USD and the U.S. economy for over three decades.

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The Swiss View: “It doesn’t really matter that much.” Thumbnail

The Swiss View: “It doesn’t really matter that much.”

The question is what to expect from the rest of the year. Is the halt in equity prices the start of a more volatile environment leading back to price levels seen last October? We believe so. The reason is that corporate profits will sink further. That leads to lower valuations, meaning lower stock prices. Financing costs are still on the rise. With increased interest rates, sticky core inflation, decreasing corporate profits, and weak consumer confidence, chances are that banks will become even more restrictive in giving out loans. This is not only an issue in the U.S. and Europe. Last week it was announced that Chinese banks’ lending plummeted to Rmb 345.9bn (USD 47.8bn) instead of the expected Rmb 800 bn. This is the lowest figure since 2009, even though the Chinese central bank lowered interest rates in June to boost consumer spending.

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Generational Wealth: How To Start The Conversation Thumbnail

Generational Wealth: How To Start The Conversation

Maintaining generational wealth is a tricky thing to accomplish, and setting your children up for a strong financial future is a process that can begin at an early age, but it is better to start late than never start at all. This blog will discuss tips to help you start educating your children about how to make smart money decisions and allow you to begin the conversation with your children about building generational wealth, no matter their age.

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The Role of Currency Risk in Internationally Diversifying Your Portfolio Thumbnail

The Role of Currency Risk in Internationally Diversifying Your Portfolio

True diversification is something that does take time and effort to achieve. Understanding the various implication of holding various stocks, bonds, alternative investments, and currencies takes time and due diligence to grasp fully. In line with helping you learn about true diversification, we wanted to write a blog on Currency risk and what it means for your portfolio. The blog will cover the definition of currency risk and talk about the opportunity it can present investors and the cautions they should be aware of when holding foreign currencies.

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USA & China Decoupling And A New World Reserve Currency? Thumbnail

USA & China Decoupling And A New World Reserve Currency?

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!

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Leveraging Swiss Banking for Privacy, Diversification, and Asset Protection Thumbnail

Leveraging Swiss Banking for Privacy, Diversification, and Asset Protection

This presentation from Jamie and Urs Vrijhof-Droese was given to an audience at Freedom Fest in Memphis. It covers how Americans can utilize the Swiss banking system, financial services, and registered investment advisors to bring stability to their existing or new investment portfolios. This dynamic presentation will allow the view to learn about the Swiss economic environment, what working with a Swiss asset manager is like, and the historical performance of the CHF to USD valuation. Urs Finished the presentation off with his take on what the markets will look like in the second half of 2023 and the long-term opportunities it can present.

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