In this episode of Swiss Money Secrets, Jess Roberson and Jamie Vrijhof speak with Darlene Hart, CEO of U.S. Tax & Financial Services, about the biggest U.S. tax mistakes Americans make when holding wealth internationally, including FBAR, FATCA, Form 8938, PFICs, foreign pensions, estate planning, and why proper coordination between tax, legal, and wealth management advisers matters.

Switzerland and the United States have developed financial centers with very different strengths. The U.S. is built around large, liquid capital markets; Switzerland is built around cross-border wealth management, multi-currency investing and long-term continuity. Understanding what each center does well can help American investors think more broadly about how their wealth is structured.

A single chart tells a striking story about the US economy. WHVP explores the US Net International Investment Position and what it means for American investors considering international diversification.

Why are markets so fragile right now? In our latest Economic Outlook, Urs Droese and Jess Roberson look at what has moved in the economy and where markets may head through the summer and into the US midterms.

The latest Swiss View looks at the record SpaceX IPO, the case for value investing alongside momentum, a strong US dollar, and why we see the precious metals pullback as a pause rather than a peak.

What sets Swiss wealth management apart? Jamie Vrijhof and Jess Roberson sit down with Vivien Jain, CEO of the Swiss Association of Independent Wealth Managers, to discuss Hong Kong, gold, banking secrecy, and the independent wealth manager model.

Offshore banking is gaining attention among US investors facing rising federal debt, persistent inflation, and heavy concentration in the US dollar and legal system. This checklist explains what affluent Americans need in place, financially, legally, and operationally, before opening a Swiss or Liechtenstein account, and how to approach the process in a compliant, structured way.

We are delighted to introduce Pamela Kurasinski, our new Office Manager at WHVP. With a broad international background and a genuine passion for finance and operations, Pamela brings fresh energy, versatility and a sharp eye for detail to our Zurich office.

History of U.S. Government Defaults: Gold, Debt and the Digital Dollar

As we move deeper into the year and look forward to longer days and brighter summer skies, the geopolitical climate remains anything but calm. From a Swiss perspective, grounded, observant, and traditionally neutral, the contrast could hardly be sharper.

In this episode of The Swiss View, Urs and Jess explore the economic realities shaping the United States, the European Union, and Switzerland. The conversation moves from GDP performance and what it reveals about the strength of each economy to the everyday impact Americans are feeling at the gas pump, tying it all back to the global price of oil per barrel and the broader energy market.

WHVP is a Swiss asset manager registered with the U.S. Securities and Exchange Commission and licensed by FINMA. Operating under both U.S. and Swiss regulatory frameworks, the firm combines international perspective with disciplined oversight, offering clients a structured and transparent approach to global wealth management.

In this episode of Swiss Money Secrets, the team sits down to discuss the often misunderstood world of private banks in Switzerland and Liechtenstein, along with an overview of what account opening looks like for Americans and how they can prepare for it. On the episode, WHVP’s Jess Roberson and Jamie Vrijhof-Droese are joined by WHVP's newest member, Executive Assistant, Alisa Bektshi, who is a rising talent in the private banking and wealth management world for Americans looking to open an account offshore.

This guide provides an overview of how U.S. persons may open a Swiss investment account, hold assets across currencies and jurisdictions, and address applicable U.S. tax and reporting requirements.

In this episode of Swiss View, Jess Roberson and Jamie Vrijhof unpack the growing dilemma facing central banks as global uncertainty continues to mount. They begin with the fragile US-Iran ceasefire—asking the key question: will it hold, even in the short term? The discussion explores potential market and economic consequences if tensions re-escalate, and how quickly sentiment can shift in such a volatile geopolitical environment.

A strong start to the year quickly gave way to renewed uncertainty as geopolitical tensions resurfaced. Markets have once again shown how fragile short-term optimism can be. In this environment, the real challenge is not the events themselves, but the uncertainty they create. For investors, standing still is rarely the answer—disciplined diversification and a long-term perspective matter more than ever.

In this episode of Swiss Money Secrets, we sit down with Johannes Kern, Managing Director of the Frankencoin Association, to explore stablecoins and why Switzerland has earned its reputation as a stronghold of financial stability. Instead of asking whether cryptocurrencies will replace traditional money, we ask a more important question: How can stablecoins and Swiss monetary principles help investors navigate uncertainty and preserve wealth? Tune in to hear insights on Switzerland’s neutrality, the Swiss franc’s “Swiss steel” reputation, and how these lessons apply to offshore banking, international diversification, and the future of digital money.

In this episode, Jess Roberson and Urs Droese explore how global markets are reacting to rising geopolitical tensions. Beyond market movements, they examine investor behavior: why fear and optimism often coexist, how emotions drive decisions, and what patterns emerge in uncertain times. Tune in for insights that blend macroeconomic analysis with behavioral finance, offering a clear perspective on navigating market turbulence.

Are your assets tied mostly to the U.S.? Discover five practical ways U.S. investors can explore international allocations, diversify exposure, and align portfolios with a global perspective—all within a compliant and reportable framework.

Discover the key steps Americans must take before going offshore—from compliance and transparency to finding trusted Swiss partners like WHVP.