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Combining Investments, Industry News and a Swiss Perspective

Resources about Offshore Banking

 The Swiss Private Bank and Wealth Management Experience  Thumbnail

The Swiss Private Bank and Wealth Management Experience

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.

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Central Banks Caught In A Pickle Thumbnail

Central Banks Caught In A Pickle

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.

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The Biggest Risk is to take no Risk at all Thumbnail

The Biggest Risk is to take no Risk at all

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.

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What is a Stablecoin? Swiss Safe-Haven Currency Explained Thumbnail

What is a Stablecoin? Swiss Safe-Haven Currency Explained

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.

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Navigating Wars and Markets

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.

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Bitcoin, Gold, And The Lessons They Teach Thumbnail

Bitcoin, Gold, And The Lessons They Teach

In this episode, we revisit the debate between Bitcoin and gold — but from a different angle. Instead of asking which asset will win, we ask a more important question: What can they teach us about building resilient wealth in a volatile world? Over the past few years, investors have experienced liquidity booms, aggressive rate hikes, inflation shocks, and geopolitical instability. Both high-growth assets and traditional safe havens have had moments of strength — and moments of stress. The lesson? Tune in to hear our thoughts.

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 Trump Trade Policy 2026: 15% Tariffs, Section 122, US–Mexico Trade, Global Market Impact Thumbnail

Trump Trade Policy 2026: 15% Tariffs, Section 122, US–Mexico Trade, Global Market Impact

In this episode of Swiss View, WHVP examines the latest developments in President Trump’s global tariff policy, including the newly announced 10% worldwide tariff and its rapid increase to 15% under Section 122 authority. The discussion unpacks the legal framework behind these measures and explores what escalating tariffs could mean for global markets, supply chains, and economic growth.

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When is enough, enough? Thumbnail

When is enough, enough?

In a recent conversation with Dennis Miller on Miller on the Money, Urs Vrijhof-Droese, Managing Partner of WHVP, shares his perspective on how monetary policy, structural debt, and international diversification influence portfolios today. He emphasizes the importance of long-term planning, disciplined diversification, and understanding structural risks rather than chasing short-term predictions. From the U.S. to Europe and Asia, the discussion explores how interconnected markets respond to debt, currency pressures, and geopolitical trends—and why currencies like the Swiss franc remain a unique anchor in uncertain times.

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While the World Watches the Games Thumbnail

While the World Watches the Games

As the Winter Olympics highlight discipline and preparation, today’s global economy calls for the same mindset. Beneath resilient markets lies a growing concern: rising sovereign debt, shifting currency confidence, and increasing reliance on government spending. Are investors witnessing strength—or complacency? And how should you position your wealth in response?

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U.S. Citizens & Swiss Inheritance: What You Need to Know About Cross-Border Estate Planning Thumbnail

U.S. Citizens & Swiss Inheritance: What You Need to Know About Cross-Border Estate Planning

In this episode of Swiss Money Secrets, WHVP’s Jess Roberson and Jamie Vrijhof-Droese welcome Daniel Gabrieli, Partner at Wenger Plattner, for an in-depth discussion on how Swiss inheritance law affects U.S. citizens. Together, they unpack one of the most fascinating—and often overlooked—areas of cross-border planning: the legal framework governing inheritance between the United States and Switzerland.

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Equanimity Instead of Excitement Thumbnail

Equanimity Instead of Excitement

In a year marked by market volatility, currency shifts, and emotional headlines, staying calm and diversified proved more valuable than ever. In this edition of The Swiss View, we explore how Swiss-based international investing and reducing USD exposure helped protect client portfolios—and why equanimity remains the key to long-term wealth preservation in 2026.

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WHVP's Year in Review 2025 Thumbnail

WHVP's Year in Review 2025

As 2025 comes to a close, we reflect on a year marked by strategic focus, personal milestones, and deepened client relationships. From celebrating our founder’s 70th birthday to expanding our team and raising the bar in client communication, this year reaffirmed our commitment to helping Americans protect their wealth through trusted Swiss offshore solutions.

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What We Wish Every American Investor Knew Thumbnail

What We Wish Every American Investor Knew

Most Americans think they’re diversified — but are they really? In this episode of Swiss Money Secrets, we unpack what U.S. investors consistently misunderstand about offshore banking, currency risk, and true diversification — and why doing nothing may be the biggest risk of all.

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