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Combining Investments, Industry News and a Swiss Perspective

Resources and Insights

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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