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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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Podcast: What We Love About Americans Thumbnail

Podcast: What We Love About Americans

On this episode of the WHVP podcast, the WHVP team sits down to discuss everything we love about working with Americans. The podcast will cover a variety of subjects about what we appreciate about American Culture and the people who make up the country. We will also discuss the news of the Swiss Parliament rejecting the motion to revise the Swiss Bank Secrecy Act.

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Thinking Like A Bank - EP 45 - Swiss Banking? With Jamie Vrijhof-Droese Thumbnail

Thinking Like A Bank - EP 45 - Swiss Banking? With Jamie Vrijhof-Droese

This episode talks about Jamie’s background in wealth management and banking in Switzerland. Potential international solutions for US investors. Typical funding requirements when it comes to Swiss banking. What to consider before investing in Switzerland or other offshore places? The importance of relationship building and trust in wealth management. Asset protection using Swiss banking products/methods? A brief overview on the taxation of international accounts for US investors. Typical fees when it comes to investing in a Swiss account. Could you borrow against your Swiss Bank funds by leveraging it as collateral? What are the typical rates of return on a Swiss investment (example of one type of investment) account? Can you use a self-directed IRA to own a Swiss account? Do we convert US dollars into other currencies when investing offshore? If so, what are the advantages of doing so? How does one measure the strength of the US dollar? Do you have to physically go to Switzerland to open a Swiss bank account?

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 Swiss Investment Diversification with Jamie Vrijhof-Droese  Thumbnail

Swiss Investment Diversification with Jamie Vrijhof-Droese

Jamie and Richard talk about currency alternatives to the US dollar, busting myths around Offshore Investing, and Switzerland as an Offshore Financial Jurisdiction. They also talk about the Next Generation of Wealth and discuss some differences in how Men and Women value Financial Advisors.

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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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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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