In an interview on Sphere, Jamie Vrijhof-Droese, CEO of WHVP, shares insights on using AI in the Swiss Wealth Management sector. She discusses the efficiency gains from AI in marketing, content creation, and networking while emphasizing its limited but helpful role in portfolio management for serving U.S. investors who are using offshore banking to bring true diversification to their portfolios. Key topics include using AI for translations, market reports, and communication optimization in the Wealth Management business.

Urs Vrijhof-Droese recently was on the FINANZ Podcast to share his compelling perspective on the opportunities and challenges the next generation presents for wealth managers. Moderated by Andreas Schaffner, Editor-in-Chief of SPHERE, Urs engages with industry experts Désirée Dosch, Tobias A. Faes, and Vivien Jain, who add depth to the conversation. Explore Urs’ insights into navigating intergenerational wealth dynamics, fostering innovation, and meeting evolving client expectations in a changing financial world.

Earlier this year in Zürich, Switzerland, Wealth Mosaic interviewed Jamie Vrihof-Droese, Managing Partner at WHVP at their Swiss WealthTech Live 2024 conference. We covered digitisation in wealth management and the ongoing importance of focusing on the end-client's needs.

Our Head of Compliance and Risk, Daniel Koller, spoke to Finews about the potential of life insurances. Wealth planning with life insurance has a long tradition in Liechtenstein, as well as in cross-border services. The right choice of product is crucial, and the potential is far from exhausted.

Jamie Vrijhof-Droese, CEO at WHVP, describes how EAMs can best leverage the transformative powers of AI for marketing in the Swiss WealthTech Landscape Report.

The takeover of CS has given UBS a large investment bank again after the financial crisis. However, the focus is clearly on global wealth management and on two world regions in particular. Our Managing Partner, Jamie Vrijhof-Droese, was featured in an article by Finanz und Wirtschaft (FuW), discussing the challenges and opportinities of UBS's global wealth management offensive and particularly its move more into the U.S. marktet.

Opening a Swiss bank account can be quite the task for Americans looking to diversify their portfolio and get their assets in an offshore bank account. Finding the right partner is one of the most challenging parts for an American seeking to move a portion of their wealth offshore. Our Managing Partner, Jamie Vrijhof-Droese, was featured in an article by Neue Zürcher Zeitung (NZZ), discussing the challenges of Swiss wealth managers who decide to venture into the seas of the U.S. market to guide Americans through the offshore banking environment.

Against a backdrop of uncertainty surrounding inflation and interest rates, some asset managers are opting for a more conservative stance in their portfolios. This video from the Citywire Zurich Forum in March features three local fund selectors. In the video, Urs Vrijhof-Droese, shares his thoughts on the situation and how we at WHVP approach the economic situation.

Managing Partner, Jamie Vrijhof-Droese, was featured in a Finews.com article when discussing how Switzerland’s independent wealth advisors are continuing to uphold the industry’s reputation among their foreign clients, seeking assurance that the country is still a safe place to keep their money after Credit Suisse’s demise, last month.

Jamie Vrijhof-Droese is one of four female financial experts, that are walking regularly from Zurich's main train station along Bahnhofstrasse to Paradeplatz and talking about financial topics for "advanced learners". Without a script, only with a handful of leading questions on the topic, and above all without cuts (one-take!).

For the fall issue of Sphere Magazine Jamie Vrijhof-Droese, Managing Partner at WHVP spoke about the changes in the Swiss financial industry as well as how the generational transfer of WHVP went about. She shares her lessons learned and what made the transfer such a success in the end.

Our Managing Partner Urs Vrijhof-Droese was asked by Citywire Switzerland about his thoughts concerning the governance of companies concerning ESG criteria. He sheds light on what he, as an investor, looks at when it comes to governance and how the current economic turbulence will highlight how companies govern themselves.

Women are controlling more assets than ever before, but wealth managers are still missing out on this key demographic, according to WHVP managing partner Jamie Vrijhof-Droese. They currently control 32% of the world’s wealth, according to a 2020 BCG study and are adding $5tn to the wealth pool globally every year. This share is likely to increase significantly in the coming years, the report said.

Willkommen zur dritten Folge 3 von Capsule. Désirée Dosch, Alvicus AG und Jamie Vrijhof-Droese von WHVP Ltd. diskutieren die Frage: «Was sind die Ansprüche der Kunden von Morgen ?» Moderiert wird Capsule von Andreas Schaffner.

WHVP, based in Zurich, has chalked up 30 years of serving US clients. This area of business has been through turbulent times, and at times US expats have struggled to obtain access to foreign financial and fund management services.

Weibliche und jüngere Kunden: Was sind ihre Bedürfnisse? Panelisten: Désirée Dosch, Markus Wintsch, Sybille Wyss. Moderation: Jamie Vrijhof-Droese.

WHVP's Managing Partner Jamie Vrijhof-Droese spoke to Citywire Switzerland about Thematic Investing.

Jamie Vrijhof-Droese and Anthony Cagiati have joined the board of the Swiss Association of Wealth Managers (SAM), at its general meeting on Thursday. The association is known as VSV in German and ASG in French and Italian.

Der Verband Schweizerischer Vermögensverwalter (VSV) hat den Vorstand mit Anthony Cagiati und Jamie Vrijhof-Droese verstärkt. Ausserdem wurde an der Mitgliederversammlung Laurent Genoud zum Vizepräsident gewählt, wie der VSV am Dienstag mitteilte.

Switzerland’s financial industry is facing changes. This is not just due to technological progress and the introduction of new regulations but also to an evolving client base.