facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

Combining Investments, Industry News and a Swiss Perspective

Resources and Insights

Bitcoin, Crypto Currencies and the Blockchain Thumbnail

Bitcoin, Crypto Currencies and the Blockchain

Today's guest is a very longtime friend of WHVP. Jeff Opdyke is an author at International Living and I'm very excited for today's conversation because we will not only touch upon Jeff's position as an author, but we will also talk about his passion, Bitcoin, cryptocurrencies, and the blockchain. He's extremely knowledgeable in this area and I can't wait to hear everything that he has to share about those topics.

Read More
Everyone is meant to be rich!? Thumbnail

Everyone is meant to be rich!?

We see the rally at the stock markets continuing on. Despite the warnings of many economists and experienced investors, markets continue to rise further. Big tech companies that seem to lure people away from reasonable evaluation models lead the rally, just as we saw in 2000. To make matters worse, we see many young and inexperienced retail traders being swiped up in the frenzy, leading to events like the spike in companies like GameStop, AMC, and Blackberry. On top of that, we see ridiculous volatility in penny stocks and cryptocurrencies by people on the hunt for quick money. It looks like everybody is meant to be rich.

Read More
#SilverSqueeze: What’s Happening With Silver in the Market? Thumbnail

#SilverSqueeze: What’s Happening With Silver in the Market?

During the last week of January, investors on social media platform Reddit appeared to have created a short sale opportunity with GameStop, AMC and other shorted stocks. Now, it appears that something similar may be happening to silver - an effect many on Twitter are referring to as the #SilverSqueeze. If the “get rich quick” appeal of last week’s GameStop stock showdown has you wondering if you should be invested in another trending topic like silver, we’ve gathered some food for thought below.

Read More
WHVP wins «Best Asset Manager» at this year's Corporate Livewire’s Prestige Award Switzerland!  Thumbnail

WHVP wins «Best Asset Manager» at this year's Corporate Livewire’s Prestige Award Switzerland!

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.

Read More
The Swiss View Thumbnail

The Swiss View

First of all, we wish you and your loved ones a very Happy New Year and would like to take the opportunity to express our gratitude for having such a loyal readership! If you feel that your family and friends could profit from our Swiss perspective as well, please feel free to share our newsletter. Also, if you feel that there are certain areas we should work on to provide even more value to you, please let us know!

Read More
The Swiss View Thumbnail

The Swiss View

As the coronavirus cases rise again in most countries, it has a stronger impact on our everyday life again. However, in comparison to the first wave, there is more hope that in the next months the virus will be under control. The news of promising intermediate results of a vaccine published last Monday was a huge relief. In addition, the chances for more positive news regarding vaccination tests are high. However, despite all the optimism there are challenges ahead of us that relativize the euphoria.

Read More
Managing the Funds of Private Clients with Jamie Vrijhof-Droese Thumbnail

Managing the Funds of Private Clients with Jamie Vrijhof-Droese

In this episode, David Warren – Co-Founder and Chairman of the Board of Bridgeford Trust Company and President/CEO of Bridgeford – sits down with guest, Jamie Vrijhof-Droese – Managing Partner at WHVP – for a discussion on WHVP’s origins, focus, and services as well as their work with U.S. citizens. David and Jamie go on to discuss the COVID crisis and its impact on their investment approach.

Read More
The Swiss View Thumbnail

The Swiss View

While hope emerged during the last couple of months that things are getting better and life returns to normalcy, the current situation shows us that this is most likely not going to happen any time soon. It is very difficult to find good news these days and to anticipate these expectations about the future.

Read More
The Swiss View Thumbnail

The Swiss View

We continue to see a lot of uncertainty around the world. Last Tuesday Russia announced that they have a vaccination to treat coronavirus. However, many countries scrutinize the effectiveness and safety of the vaccination. The main criticism is the fact that the testing period started less than two months ago. We expect that it will take at least until the beginning of next year until a reliable vaccine is available for worldwide distribution. Consequently, international travel restrictions will continue to be in place for a while. Furthermore, we expect that during the months ahead, the volatility of the stock markets will stay high. Depending on the outcome of the Presidential election, this volatility could stay for quite some time into 2021.

Read More
 What is the ADV Brochure and how can you use it to your advantage? Thumbnail

What is the ADV Brochure and how can you use it to your advantage?

If you have researched registered investment advisors, you have probably read the term “ADV Brochure”. You have come to the right place if you have wondered what exactly this refers to! This is a document registered investment advisors (RIA) have to submit to the Securities and Exchange Commission (SEC). The ADV brochure provides an overview of the company. RIAs have to update and file it annually. Lastly, the RIA needs to make it publicly available if it manages more than USD 25m.

Read More
Private Bank vs. External Asset Manager Thumbnail

Private Bank vs. External Asset Manager

After accumulating a certain amount of wealth, you will have to think about where and how to invest it. There is an abundance of options out there. However, if you decide to work together with a professional partner and not do it all by yourself, you have two main choices. Going directly to a bank and getting advice from their relationship managers or selecting an external asset manager (EAM). Depending on your needs there are advantages and disadvantages to both options. But today I would like to focus on the advantages of an external asset manager.

Read More