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Combining Investments, Industry News and a Swiss Perspective

Resources and Insights

Establishing A Swiss Investment Account For Americans Thumbnail

Establishing A Swiss Investment Account For Americans

It is crucial to understand how things work for any administrative process, especially when it comes to setting up an offshore investment account as an American. This blog will cover the due diligence needed to find the right Swiss independent asset manager for your situation. It will also cover the documents required to start the process and the paperwork that can be expected when establishing a private offshore investment account.

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Private Banking Paradise: Switzerland or Liechtenstein?  Thumbnail

Private Banking Paradise: Switzerland or Liechtenstein?

One of the questions we get asked by prospective clients seeking offshore investment diversification through us as an independent asset management firm is: "How do you determine which custodian banks to work with?" The answer to this question is quite complex, so we will use this blog to give insight into how we determine where to begin our search for top-level private banks. We will briefly cover why we find Switzerland and Liechtenstein to be premiere economic environments for finding the right custodian bank for our clients.

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Interview with Managing Partner and COO of WHVP, Julia Fernandez Thumbnail

Interview with Managing Partner and COO of WHVP, Julia Fernandez

In this interview, Managing Partner and COO Julia Fernandez will share what it has been like for her working in the Swiss financial service industry for over thirty years. Those reading this interview will get an inside look into Swiss asset management and get to know Julia better, both professionally and personally. She will share how she transitioned from private banking to working in asset management and how the Swiss financial service industry has evolved over her career. She will also discuss what it has been like going through a business succession from one generation to the next.

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Will The Metaverse Change The World Of Finance?  Thumbnail

Will The Metaverse Change The World Of Finance?

In this blog, we will describe the impact the metaverse may have on the financial world and asset managers. The metaverse is an exciting topic due to recent trends and developments in technology, pandemic restrictions, and the evolution of cryptocurrencies. In addition, working remotely and connecting with loved ones became difficult for many, but the metaverse proposed an interesting solution for these issues, even proposing an independent economy.

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Understanding the S&P 500 as a Benchmark for an Offshore Portfolio Thumbnail

Understanding the S&P 500 as a Benchmark for an Offshore Portfolio

Since the S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding for Americans with offshore investments. The index's performance gives a good representation of the state of the U.S. market, but it does not fully represent it. Further, it does not represent the other markets around the world. Therefore, we will also endeavor with this blog to describe how Americans can utilize Swiss investment advisors to diversify out of the U.S. market.

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Webinar: Building an Inflation-Resistant Portfolio Thumbnail

Webinar: Building an Inflation-Resistant Portfolio

In this webinar, you will learn how to utilize the Swiss economy, financial services, and registered investment advisors to bring stability to your existing or new investment portfolio. The presentation will cover the reasons for today's inflationary environment, how and why the Swiss economy differs from the United States, and how Americans can access the Swiss markets. In addition, it will be a chance to learn more about Switzerland's economic facts and figures and the relevant details that pertain to holding an offshore account in its jurisdiction.

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Safeguarding Your Future Through An Offshore Self-Directed IRA (Simon Letter Issue August) Thumbnail

Safeguarding Your Future Through An Offshore Self-Directed IRA (Simon Letter Issue August)

For the August issue of the Simon Letter, our Managing Partner Jamie Vrijhof-Droese wrote a piece on how to move an individual retirement account offshore. The article will show Americans that it is possible to move their retirement assets offshore to benefit from international diversification and an enhanced level of privacy and asset protection. This way, your retirement assets can access global markets and various international opportunities.

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Highlights of the Swiss attending the Jackson Hole Symposium Thumbnail

Highlights of the Swiss attending the Jackson Hole Symposium

The Jackson Hole Symposium has drawn a lot of attention because of Jerome Powell's speech in which he re-stated that the Fed will continue to lift interest rates in their fight against inflation. However, some of you may not have seen the inputs of the event given by the Chairman of the Governing Board of the Swiss National Bank (SNB), Thomas J. Jordan. Therefore, it is the intention of this blog to provide you with the highlights of the contribution he made to the event.

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Switzerland as a Financial Jurisdiction Thumbnail

Switzerland as a Financial Jurisdiction

What is Switzerland like as a financial jurisdiction? Not to worry, we have summed it up in this blog. Numerous factors contribute to Switzerland being an economic powerhouse in the global economy. The country is one that can house not only a thriving economy but balance it with political neutrality and hold the highest standards of financial professionalism all at the same time.

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The Benefits of Swiss Asset Management for Americans  Thumbnail

The Benefits of Swiss Asset Management for Americans

By the end of this blog, you will know in greater detail the challenges and benefits of establishing a Swiss bank account with an asset manager. Transparency is key when establishing a business relationship, because of this, it is our intention to paint a realistic picture for North Americans of the setup, process, and present and future benefits there are of having an offshore bank account with a Swiss asset manager.

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Podcast: The Federal Reserve Vs. The Swiss National Bank Thumbnail

Podcast: The Federal Reserve Vs. The Swiss National Bank

In this episode of the WHVP podcast, the WHVP team sits down to discuss On this episode of the podcast, the WHVP team sits down to discuss the Federal Reserve and the Swiss National Bank. The podcast will cover a brief history of the Federal Reserve and the Swiss National Bank, the roles they play today, and a discussion on the most recent Consumer Price Index data. We hope you enjoy it.

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Do You Have These 5 Financial Investment Basics Down? Thumbnail

Do You Have These 5 Financial Investment Basics Down?

Test your own financial knowledge by reviewing these 5 must-know investment basics. Working with a trusted financial professional is important when it comes to strategizing and preparing to meet your financial goals. As most of us handle money on a daily basis, it’s important to have an in-depth understanding of the fundamentals of financial literacy, especially when it comes to investing. In our blog post we’ve identified five financial basics everyone should know. Understanding these important concepts can serve as a basis for your financial investment standings.

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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.

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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.

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