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Combining Investments, Industry News and a Swiss Perspective

Resources and Insights

The Swiss View: Are Central Banks willing to risk Market Recovery? Thumbnail

The Swiss View: Are Central Banks willing to risk Market Recovery?

Switzerland currently shows its qualities in many aspects. The International Monetary Fund praised Switzerland for how it traversed the economic implications of the current financial crisis. 2021 also showed a wonderful display of the underdogs conquering giants, as Switzerland was able to defeat the current world cup champions of France in soccer in the European championship. It is a very big deal for the Swiss, as they will move on to the quarterfinals, an accomplishment not realized in nearly a century by the small Alpine nation. However, despite these pleasant pieces of news, the globe is still facing a variety of challenges...

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5 Steps to Determining Your Risk Tolerance Thumbnail

5 Steps to Determining Your Risk Tolerance

There is a degree of risk in any financial investment. How comfortable you are with this statement may give you a clue as to your risk tolerance. You can think of risk tolerance not only as how much you are willing to lose on your investments but rather how much uncertainty you can live with from day to day. Are you the type to sit and watching to stock ticker pass by all day? If so, does it fill you with dread or excitement? Or do you wish to have an asset manager do it with you? These are the kinds of questions you should be asking yourself. The answers will, in turn, help you pick out an investment portfolio that is right for you.

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Bosco Conference: Navigating an Offshore Bank Account Opening Thumbnail

Bosco Conference: Navigating an Offshore Bank Account Opening

Jamie Vrijhof-Droese, a Managing Partner at WHVP Ltd., spoke about opening and managing an offshore bank account. Among the advantages of opening offshore accounts, it is worth noting the withdrawal of part of the funds outside the country, taking advantage of investments in other regions. According to Jamie, if you take 20-30% of your assets offshore, it will reduce the level of volatility and increase the level of capital stability. Jamie also talked about why Switzerland is an excellent financial center. For example, a low level of public debt, when compared with the United States, as well as a stable economy. Regulation.

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Switzerland and the G7's Proposed Tax Plan  Thumbnail

Switzerland and the G7's Proposed Tax Plan

Over the last few weeks, the G7 committee laid out plans to impose a minimum corporate tax rate of 15%. Companies looking to attract investors and minimize their tax burden have been able to find countries willing to give them a lower tax rate; this, in turn, helps the company grow and maintain value. Switzerland is one of the countries that attracts companies to its economy by using competitive tax rates. It is part of what makes Switzerland's economy so strong and competitive. Even though the Swiss government plans to sign on to the agreement for a global minimum tax rate, they are developing a subsidies plan to encourage the larger corporations to stay.

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Geographical Investment Diversification with Jamie Vrijhof Droese Thumbnail

Geographical Investment Diversification with Jamie Vrijhof Droese

One of our Managing Partners, Jamie Vrijhof-Droese, was a guest on Angelina Carleton's podcast this week where she articulates why non-Swiss investors, such as Americans, bring a part of their wealth and portfolio to our company as well as her thoughts about gold and crypto-currencies. She also overcomes various myths around offshore investing. Jamie explains what a new client can expect when they open an account as well as what private banking means specifically in Switzerland. As the second generation to her family’s business, she shares a few success stories about the benefits of geographical diversification.

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The Swiss View: Land in Sight... Thumbnail

The Swiss View: Land in Sight...

As mentioned above, we believe that European markets should be favored over US markets. While the MSCI US stands around 50% above its long-time average, the MSCI Europe is 15% above its long-time average. In our perspective, this development is not a short-term play but has the potential for a sustainable change. The biggest risks we see for the American market are the various expensive programs that might result in higher taxes for companies and maybe even wealthy Americans. Furthermore, the tech companies were the main contributor to the US markets in the last decade. The Biden administration however might bring on regulatory requirements that have the potential to lower the gains. Not only the US government has a problem with the market power of these companies but the European regulators too. On the other hand, due to the lower expectations in Europe, the possibility to surprise positively is higher than in America where the expectations are already very high.

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How Long Can This House Of Cards Last? What Can We Do? Thumbnail

How Long Can This House Of Cards Last? What Can We Do?

We spoke to "Miller on the Money" on the role of central banks, the valuation of the US dollar and how diversification can reduce your portfolio risk. After the financial crisis, enormous amounts of money were magically created by central banks while interest rates hit historical lows. Since this strategy helped prevent the financial system from collapsing, the central banks continued on; particularly when reacting to the consequences of the coronavirus.

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Who is scared of Inflation? Thumbnail

Who is scared of Inflation?

Central banks have a problem. No matter what they do, investors are not satisfied… This is at least the idea you get when reading the central bank’s publications and the reactions at the stock markets. However, maybe this statement reveals a deeper laying issue. When thinking about the central bank’s functions you will find a variety of duties but nowhere will you find their raison d’etre as pleasing investors. Looking back at the last decade, this fact can easily be forgotten. Printing endless money and keeping up purchasing programs did please investors. But not necessarily the general public.

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