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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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 Working with an Offshore Registered Investment Advisor Thumbnail

Working with an Offshore Registered Investment Advisor

When selecting a financial advisor there are many options an individual can choose from, whether they be an asset management branch of a bank, a private investor, a family office, or an independent investment advisor both domestic or offshore. Since we are based offshore we have already written extensively on why one might choose an offshore jurisdiction for financial services (Switzerland: Safe Haven during Crisis) and also how to choose a financial advisor (How to choose an External Asset Manager for U.S. Citizens). Both of those topics are important and worth spending some time thinking about. However, today we want to delve into what the benefits are of working with an independent registered investment advisor versus being served by the asset management branch of a larger bank.

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Risk Management: Market, Interest Rate and Currency Risk Thumbnail

Risk Management: Market, Interest Rate and Currency Risk

Managing portfolio risk can be difficult for even the savviest of investors. Investors need to remember that markets can be turbulent and that preparing for potential declines is essential. There can be a strong temptation to pull out of markets when they become volatile. However, instead of acting on this temptation, it may be smarter to adjust your investment approach. By remaining flexible, you might be able to take advantage of opportunities while managing risks. These risk management basics can help.

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The Swiss View – Switzerland in Times of Wars Thumbnail

The Swiss View – Switzerland in Times of Wars

Having conflicts and wars going on somewhere around the world is not unusual. The Correlates of War Project states that there has been no year without war since 1816. We would like to take the opportunity to share our perspective on the effect this war has on Switzerland’s economy paired with some historical insights about how Switzerland managed to navigate through previous wars and conflicts as well as potential investment opportunities that arise from the situation.

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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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Switzerland and the G7's Proposed Tax Plan  Thumbnail

Switzerland and the G7's Proposed Tax Plan

Over the last few weeks, the G7 committee laid out plans to impose a minimum corporate tax rate of 15%. Companies looking to attract investors and minimize their tax burden have been able to find countries willing to give them a lower tax rate; this, in turn, helps the company grow and maintain value. Switzerland is one of the countries that attracts companies to its economy by using competitive tax rates. It is part of what makes Switzerland's economy so strong and competitive. Even though the Swiss government plans to sign on to the agreement for a global minimum tax rate, they are developing a subsidies plan to encourage the larger corporations to stay.

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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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Swiss Banks well prepared to handle Crisis Thumbnail

Swiss Banks well prepared to handle Crisis

The Swiss financial market supervisory authority released a statement last month confirming the stability of Swiss banks. In the statement FINMA notes that "the operations of financial institutions and the financial market infrastructure in Switzerland are continuing to function well. The institutions are also well equipped to deal with extreme stress scenarios."

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 Switzerland: Safe Haven during Crisis Thumbnail

Switzerland: Safe Haven during Crisis

If we have learned one thing from COVID-19, it is that life is unpredictable. A crisis can hit at any time and without notice. One thing you can do to protect yourself is to bring part of your wealth offshore. There are several suitable countries, but we firmly believe that Switzerland should be your number one choice. Let me share a little bit about Switzerland and why it is such a great country for wealth protection.

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