Avsnitt

  • In this Weekly Market Review podcast episode, Urs Vrijhof-Droese and Jess Roberson discuss gold prices hitting all-time highs and what the experts are saying. They will also discuss the inflation numbers coming out of the U.S. economy and where interest rates might be heading.

    Welcome to our weekly dive into the heart of global finance! Join Jess and Urs as they dissect the pulse of the world economy from a Swiss perspective, bringing you insights into the most pressing topics and trends. Each discussion offers a unique perspective on the economic landscape, shedding light on the challenges and opportunities that shape our interconnected world. Whether you're a seasoned economist or a curious observer, our journey through the intricacies of macroeconomics and global finance promises to be enlightening and thought-provoking. Seize the opportunity to join us every week as we navigate the complexities of global finance together! Contact WHVP: Website: ⁠⁠https://whvp.ch/⁠⁠ Email: ⁠⁠[email protected]⁠⁠ Telephone: +41 44 315 77 77 About WHVP: WHVP is an independent asset manager who specializes in managing the funds of private clients. We are registered with the SEC in the U.S. and are located in Zurich, Switzerland. We are associated with several first-class private banks in Switzerland, Liechtenstein, and Austria, which act as custodian banks for our client's accounts. Our asset management principles are guided by conservative, long-term-oriented capital preservation strategies. Our focus is personalized service. We structure a portfolio that will be insulated against U.S. Dollar depreciation yet capitalize on overseas investment opportunities. Disclaimer: All posts and publications are for your information only and are not intended as an offer, promotion, or solicitation to buy or sell any financial instrument or perform any other financial transactions. All information and opinions expressed in posts and publications reflect our current views as of the date of the publication and may be liable to change without notice.

  • In this Weekly Market Review podcast episode, UrsVrijhof-Droese and Jess Roberson discuss the manufacturing numbers coming out of China, Japan, and the United States, as well as, the historic time the US stock market has been experiencing. They will also touch on the job data from the US.

    Welcome to our weekly dive into the heart of global finance!Join Jess and Urs as they dissect the pulse of the world economy from a Swiss perspective, bringing you insights into the most pressing topics and trends.

    Each discussion offers a unique perspective on the economic landscape, shedding light on the challenges and opportunities that shape our interconnected world.

    Whether you're a seasoned economist or a curious observer,our journey through the intricacies of macroeconomics and global finance promises to be enlightening and thought-provoking. Seize the opportunity to join us every week as we navigate the complexities of global finance together!

    Contact WHVP:

    Website: ⁠⁠https://whvp.ch/⁠⁠

    Email: ⁠⁠[email protected]⁠⁠

    Telephone: +41 44 315 77 77

    About WHVP:

    WHVP is an independent asset manager who specializes inmanaging the funds of private clients. We are registered with the SEC in the U.S. and are located in Zurich, Switzerland. We are associated with several first-class private banks in Switzerland, Liechtenstein, and Austria, which act as custodian banks for our client's accounts. Our asset management principles are guided by conservative, long-term-oriented capital preservation strategies. Our focus is personalized service. We structure a portfolio that will be insulated against U.S. Dollar depreciation yet capitalize on overseas investment opportunities.

    Disclaimer:

    All posts and publications are for your information only andare not intended as an offer, promotion, or solicitation to buy or sell any financial instrument or perform any other financial transactions. All information and opinions expressed in posts and publications reflect our current views as of the date of the publication and may be liable to change without notice.

  • Saknas det avsnitt?

    Klicka här för att uppdatera flödet manuellt.

  • This week's episode discusses the interest rate decision of the Swiss National Bank. We will also be talking about the inflation rate in Japand and the Forgien Direct Investment numbers coming out of China.

    Welcome to our weekly dive into the heart of global finance! Join Jess and Urs as they dissect the pulse of the world economy from a Swiss perspective, bringing you insights into the most pressing topics and trends.

    Each discussion offers a unique perspective on the economic landscape, shedding light on the challenges and opportunities that shape our interconnected world.

    Whether you're a seasoned economist or a curious observer, our journey through the intricacies of macroeconomics and global finance promises to be enlightening and thought-provoking. Seize the opportunity to join us every week as we navigate the complexities of global finance together!

    Contact WHVP: Website: ⁠⁠https://whvp.ch/⁠⁠

    Email: ⁠⁠[email protected]⁠⁠

    Telephone: +41 44 315 77 77

    About WHVP:

    WHVP is an independent asset manager who specializes in managing the funds of private clients. We are registered with the SEC in the U.S. and are located in Zurich, Switzerland. We are associated with several first-class private banks in Switzerland, Liechtenstein, and Austria, which act as custodian banks for our client's accounts. Our asset management principles are guided by conservative, long-term-oriented capital preservation strategies. Our focus is personalized service. We structure a portfolio that will be insulated against U.S. Dollar depreciation yet capitalize on overseas investment opportunities.

    Disclaimer:

    All posts and publications are for your information only and are not intended as an offer, promotion, or solicitation to buy or sell any financial instrument or perform any other financial transactions. All information and opinions expressed in posts and publications reflect our current views as of the date of the publication and may be liable to change without notice.

  • Explore the dynamic fusion of artificial intelligence and Switzerland's offshore banking and wealth management sectors in this enlightening episode of the Swiss Money Secrets podcast. In the discussion, our team will delve into how AI is used in the wealth management industry. Specifically, we will touch on the opportunities, risks, challenges, and limitations of the use of AI in all of the areas of offshore wealth management. Whether you're an investor or a finance enthusiast, this episode offers key insights into the future of wealth management.

    00:00 Intro

    01:11 Swiss National Bank Surprises Everyone

    01:43 Weekly Market Review

    02:16 AI's Impact on Wealth Management

    06:52 Uses for AI in Wealth Management

    08:26 AI's limitations

    11:00 AI is still not a person

    14:15 AI doesn't meet our standard for Customer Care

    15:07 AI when it comes to selecting investments

    16:57 Dangers of AI Investing actively

    18:20 Final thoughts

    19:12 Outro

    Appearances (from left to right):

    Jess Roberson, Jr. Relationship Manager

    Urs Vrijhof-Droese, Managing Partner

    Jamie Vrijhof-Droese, Managing Partner

    Contact WHVP:

    Website: https://whvp.ch/

    Email: [email protected]

    Telephone: +41 44 315 77 77

    About WHVP: WHVP is an independent asset manager specialized in managing the funds of private clients. We are registered with the SEC in the U.S. and are located in Zurich, Switzerland. We are associated with several first-class private banks in Switzerland, Liechtenstein, and Austria, which act as custodian banks for our client's accounts. Our asset management principles are guided by conservative, long-term-oriented capital preservation strategies. Our focus is personalized service. We structure a portfolio that will be insulated against U.S. Dollar depreciation yet capitalize on overseas investment opportunities.

    Disclaimer: All posts and publications are for your information only and are not intended as an offer, promotion, or solicitation to buy or sell any financial instrument or perform any other financial transactions. All information and opinions expressed in posts and publications reflect our current views as of the date of the publication and may be liable to change without notice.

  • This week's episode discusses the interest rate decisions of the Bank of Japan and the Federal Reserve of the United States. Jess will also discuss the Consumer sentiment in the US and the toll the election year is having on the numbers. We apologize for the poor lighting.

    Welcome to our weekly dive into the heart of global finance!

    Join Jess and Urs as they dissect the pulse of the world economy, bringing you insights into the most pressing topics and trends. Each discussion offers a unique perspective on the economic landscape, shedding light on the challenges and opportunities that shape our interconnected world.

    Whether you're a seasoned economist or a curious observer, our journey through the intricacies of macroeconomics and global finance promises to be enlightening and thought-provoking. Seize the opportunity to join us every week as we navigate the complexities of global finance together!

    Contact WHVP: Website: ⁠⁠https://whvp.ch/⁠⁠ Email: ⁠⁠[email protected]⁠⁠ Telephone: +41 44 315 77 77

    Disclaimer: All posts and publications are for your information only and are not intended as an offer, promotion, or solicitation to buy or sell any financial instrument or perform any other financial transactions. All information and opinions expressed in posts and publications reflect our current views as of the date of the publication and may be liable to change without notice.

  • This week's episode discusses the European Central Bank's interest rate decision, the challenge of sticky inflation in the U.S. economy, and signs of further structural challenges in the U.S., such as their recent unemployment numbers.

    Welcome to our weekly dive into the heart of global finance! Join Jess and Urs as they dissect the pulse of the world economy, bringing you insights into the most pressing topics and trends. Each discussion offers a unique perspective on the economic landscape, shedding light on the challenges and opportunities that shape our interconnected world. Whether you're a seasoned economist or a curious observer, our journey through the intricacies of macroeconomics and global finance promises to be enlightening and thought-provoking.

    Seize the opportunity to join us every week as we navigate the complexities of global finance together!

    Contact WHVP:

    Website: ⁠⁠https://whvp.ch/⁠⁠

    Email: ⁠⁠[email protected]⁠⁠

    Telephone: +41 44 315 77 77

    About WHVP:

    WHVP is an independent asset manager specialized in managing the funds of private clients. We are registered with the SEC in the U.S. and are located in Zurich, Switzerland. We are associated with several first-class private banks in Switzerland, Liechtenstein, and Austria, which act as custodian banks for our client's accounts. Our asset management principles are guided by conservative, long-term-oriented capital preservation strategies. Our focus is personalized service. We structure a portfolio that will be insulated against U.S. Dollar depreciation yet capitalize on overseas investment opportunities.

    Disclaimer:

    All posts and publications are for your information only and are not intended as an offer, promotion, or solicitation to buy or sell any financial instrument or perform any other financial transactions. All information and opinions expressed in posts and publications reflect our current views as of the date of the publication and may be liable to change without notice.

  • This week's episode discusses the all-time highs Gold, Bitcoin, and the U.S. markets that are currently experiencing. We will also touch on the Bank of Canada's interest rate decisions, delve into the growth of Australia's gross domestic product, and analyze the Services PMI of the United States.

    Welcome to our weekly dive into the heart of global finance! Join Jess and Urs as they dissect the pulse of the world economy, bringing you insights into the most pressing topics and trends.

    Each discussion offers a unique perspective on the economic landscape, shedding light on the challenges and opportunities that shape our interconnected world. Whether you're a seasoned economist or a curious observer, our journey through the intricacies of macroeconomics and global finance promises to be enlightening and thought-provoking.

    Don't miss out on the chance to deepen your understanding of the worldwide economy. Hit subscribe and join us every week as we navigate the complexities of global finance together!

    Contact WHVP:

    Website: ⁠https://whvp.ch/⁠

    Email: ⁠[email protected]

    Telephone: +41 44 315 77 77

    About WHVP:

    WHVP is an independent asset manager specialized in managing the funds of private clients. We are registered with the SEC in the U.S. and are located in Zurich, Switzerland. We are associated with several first-class private banks in Switzerland, Liechtenstein, and Austria, which act as custodian banks for our client's accounts. Our asset management principles are guided by conservative, long-term-oriented capital preservation strategies. Our focus is personalized service. We structure a portfolio that will be insulated against U.S. Dollar depreciation yet capitalize on overseas investment opportunities.

    Disclaimer:

    All posts and publications are for your information only and are not intended as an offer, promotion, or solicitation to buy or sell any financial instrument or perform any other financial transactions. All information and opinions expressed in posts and publications reflect our current views as of the date of the publication and may be liable to change without notice.

  • This week, Jess and Urs dive into the PCE price index of the U.S., inflation numbers in Germany and the Euro Area, the Swiss GDP growth for quarter 4 of 2023, and discuss the cracks in the U.S. economy that have finally tipped economists from being so positive. Each week, we cover significant topics, trends, and decisions that have emerged to offer a glimpse into the challenges and opportunities facing the global community.

    Join us weekly on a journey through the intricacies of macroeconomics and global finance. Let's navigate the complexities of the worldwide economy together!

    About WHVP:

    WHVP is an independent asset manager specialized in managing the funds of private clients. We are registered with the SEC in the U.S. and are located in Zurich, Switzerland. We are associated with several first-class private banks in Switzerland, Liechtenstein, and Austria, which act as custodian banks for our client's accounts. Our asset management principles are guided by conservative, long-term-oriented capital preservation strategies. Our focus is personalized service. We structure a portfolio that will be insulated against U.S. Dollar depreciation yet capitalize on overseas investment opportunities.

    Contact WHVP:

    Website: https://whvp.ch/

    Email: [email protected]

    Telephone: +41 44 315 77 77

    Disclaimer:

    All posts and publications are for your information only and are not intended as an offer, promotion, or solicitation to buy or sell any financial instrument or perform any other financial transactions. All information and opinions expressed in posts and publications reflect our current views as of the date of the publication and may be liable to change without notice.

  • Join us in this episode as we delve into the intricate details of the Corporate Transparency Act (CTA) and its profound implications for offshore and cross-border banking sector and clients. Enacted to combat illicit financial activities and promote transparency, the CTA marks a significant milestone in corporate regulation, for better or worse. We navigate through its key provisions, exploring how it requires certain businesses to disclose their beneficial owners and take a look at how it is being implemented in different ways in various countries.

    Our expert team will unpack the complexities surrounding beneficial ownership disclosure, discussing its potential impact on various industries and stakeholders. We scrutinize the challenges and opportunities presented by the CTA, considering its implications for corporate governance, compliance, and privacy concerns.

    From deciphering compliance requirements to analyzing the broader ramifications for privacy and business operations, this episode offers a comprehensive exploration of the Corporate Transparency Act. Tune in to gain invaluable insights into one of the most pivotal legislative measures reshaping the corporate landscape.

    Appearances (from left to right): Jess Roberson, Jr. Relationship Manager Urs Vrijhof-Droese, Managing Partner Jamie Vrijhof-Droese, Managing Partner

    Contact WHVP:Website: https://whvp.ch/Email: [email protected]: +41 44 315 77 77

    About WHVP:WHVP is an independent asset manager specialized in managing the funds of private clients. We are registered with the SEC in the U.S. and are located in Zurich, Switzerland. We are associated with several first-class private banks in Switzerland, Liechtenstein, and Austria, which act as custodian banks for our client's accounts. Our asset management principles are guided by conservative, long-term-oriented capital preservation strategies. Our focus is personalized service. We structure a portfolio that will be insulated against U.S. Dollar depreciation yet capitalize on overseas investment opportunities.

    Disclaimer:All posts and publications are for your information only and are not intended as an offer, promotion, or solicitation to buy or sell any financial instrument or perform any other financial transactions. All information and opinions expressed in posts and publications reflect our current views as of the date of the publication and may be liable to change without notice.

  • This week, Jess and Urs dive into the Swiss Trade Balance, inflation numbers of the Euro Area, and will cover revelations from the FOMC and ECB meeting minutes. Each week, we cover significant topics, trends, and decisions that have emerged to offer a glimpse into the challenges and opportunities facing the global community.

    Join us weekly on a journey through the intricacies of macroeconomics and global finance. Let's navigate the complexities of the worldwide economy together!

    About WHVP:

    WHVP is an independent asset manager specialized in managing the funds of private clients. We are registered with the SEC in the U.S. and are located in Zurich, Switzerland. We are associated with several first-class private banks in Switzerland, Liechtenstein, and Austria, which act as custodian banks for our client's accounts. Our asset management principles are guided by conservative, long-term-oriented capital preservation strategies. Our focus is personalized service. We structure a portfolio that will be insulated against U.S. Dollar depreciation yet capitalize on overseas investment opportunities.

    Contact WHVP:

    Website: https://whvp.ch/

    Email: [email protected]

    Telephone: +41 44 315 77 77

    Disclaimer: All posts and publications are for your information only and are not intended as an offer, promotion, or solicitation to buy or sell any financial instrument or perform any other financial transactions. All information and opinions expressed in posts and publications reflect our current views as of the date of the publication and may be liable to change without notice.

  • In today's mini podcast episode, we provide a review of the economic decision of the Royal Bank of Australia concerning Consumer Pricing index numbers from the U.S., the producer price index, Swiss inflation numbers, and the Swiss consumer sentiment. We will also discuss the recent economic data coming out of Japan and the United Kingdom, along with the change in tone of American economists in terms of the likelihood of a recession in 2024. We'll cover these significant topics, trends, and decisions that have emerged to offer a glimpse into the challenges and opportunities facing the global community.

    Join us weekly on a journey through the intricacies of macroeconomics and global finance. Let's navigate the complexities of the worldwide economy together!

    About WHVP:

    WHVP is an independent asset manager specialized in managing the funds of private clients. We are registered with the SEC in the U.S. and are located in Zurich, Switzerland. We are associated with several first-class private banks in Switzerland, Liechtenstein, and Austria, which act as custodian banks for our client's accounts. Our asset management principles are guided by conservative, long-term-oriented capital preservation strategies. Our focus is personalized service. We structure a portfolio that will be insulated against U.S. Dollar depreciation yet capitalize on overseas investment opportunities.

    Contact WHVP:

    Website: https://whvp.ch/

    Email: [email protected]

    Telephone: +41 44 315 77 77

    Disclaimer: All posts and publications are for your information only and are not intended as an offer, promotion, or solicitation to buy or sell any financial instrument or perform any other financial transactions. All information and opinions expressed in posts and publications reflect our current views as of the date of the publication and may be liable to change without notice.

  • In today's mini podcast episode, we provide a review of the economic decision of the Royal Bank of Australia concerning its interest rate, the ISM Services PIM, the U.S. Total Household Debt and jobless claims, The unemployment rates of Switzerland and Canada, and the inflation figures of the Chinese and German Economies. We'll cover these major topics, trends, and decisions that have emerged to offer a glimpse into the challenges and opportunities facing the global community.
    Looking ahead, we will discuss the anticipated economic data in terms of the consumer pricing index for The U.S. and Switzerland in the coming week. Join us weekly on a journey through the intricacies of macroeconomics and global finance. Let's navigate the complexities of the worldwide economy together!
    #economicanalysis #usdebt #swissmoneysecrets #investing #swissbankacount #investmentadvisor #whvp #offshorebanking
    About WHVP:
    WHVP is an independent asset manager specialized in managing the funds of private clients. We are registered with the SEC in the U.S. and are located in Zurich, Switzerland. We are associated with several first-class private banks in Switzerland, Liechtenstein, and Austria, which act as custodian banks for our client's accounts. Our asset management principles are guided by conservative, long-term-oriented capital preservation strategies. Our focus is personalized service. We structure a portfolio that will be insulated against U.S. Dollar depreciation yet capitalize on overseas investment opportunities.
    Contact WHVP:
    Website: https://whvp.ch/
    Email: [email protected]
    Telephone: +41 44 315 77 77
    Disclaimer:
    All posts and publications are for your information only and are not intended as an offer, promotion, or solicitation to buy or sell any financial instrument or perform any other financial transactions. All information and opinions expressed in posts and publications reflect our current views as of the date of the publication and may be liable to change without notice.

  • In today's mini podcast episode, we provide a review of the economic decisions of the most recent Federal Reserve interest rate decision and its effects, as well as the U.K.'s central bank decision. We will look at the Q4 of Germany in terms of Gross Domestic Product (GDP) figures and will then discuss the Consumer Sensitivity and Job Creation figures of the U.S.

    We'll cover the major topics, trends, and decisions that emerged, offering a glimpse into the challenges and opportunities facing the global community.

    Looking ahead, we will discuss the anticipated economic data and decisions of various central banks in the coming week. Join us weekly on a journey through the intricacies of macroeconomics and global finance. Let's navigate the complexities of the worldwide economy together!

    About WHVP:

    WHVP is an independent asset manager specialized in managing the funds of private clients. We are registered with the SEC in the U.S. and are located in Zurich, Switzerland. We are associated with several first-class private banks in Switzerland, Liechtenstein, and Austria, which act as custodian banks for our client's accounts. Our asset management principles are guided by conservative, long-term-oriented capital preservation strategies. Our focus is personalized service. We structure a portfolio that will be insulated against U.S. Dollar depreciation yet capitalize on overseas investment opportunities.

    Contact WHVP:

    Website: https://whvp.ch/

    Email: [email protected]

    Telephone: +41 44 315 77 77

    Disclaimer:

    All posts and publications are for your information only and are not intended as an offer, promotion, or solicitation to buy or sell any financial instrument or perform any other financial transactions. All information and opinions expressed in posts and publications reflect our current views as of the date of the publication and may be liable to change without notice.

  • In today's mini podcast episode, we provide a review of the economic decisions of the most recent round of central bank interest rate decisions. We also cover the recent economic data coming out of Brazil and Mexico in terms of FDI in 2023.

    We break down the macroeconomic data from the U.S. in terms of GDP and inflation, examining these figures and their trade dynamics.

    We'll cover the major topics, trends, and decisions that emerged, offering a glimpse into the challenges and opportunities facing the global community. Looking ahead, we will discuss the anticipated economic data and decisions of various central banks in the coming week. Join us weekly on a journey through the intricacies of macroeconomics and global finance. Let's navigate the complexities of the global economy together!

    About WHVP:

    WHVP is an independent asset manager specialized in managing the funds of private clients. We are registered with the SEC in the U.S. and are located in Zurich, Switzerland. We are associated with several first-class private banks in Switzerland, Liechtenstein, and Austria, which act as custodian banks for our client's accounts. Our asset management principles are guided by conservative, long-term-oriented capital preservation strategies. Our focus is personalized service. We structure a portfolio that will be insulated against U.S. Dollar depreciation yet capitalize on overseas investment opportunities.

    Contact WHVP:

    Website: https://whvp.ch/

    Email: [email protected]

    Telephone: +41 44 315 77 77

    Disclaimer: All posts and publications are for your information only and are not intended as an offer, promotion, or solicitation to buy or sell any financial instrument or perform any other financial transactions. All information and opinions expressed in posts and publications reflect our current views as of the date of the publication and may be liable to change without notice.

  • Delve into the dynamicintersection of politics and finance as we explore strategies to navigate themarkets amidst an election year.

    In this episode, we shine aspotlight on the political battlefields in 2024 from a Swiss wealth manager's perspective.We will cover key elements to consider during an election cycle. Our Team willshare insights on the markets when it comes to ballot box season.

    Whether you're a seasonedinvestor or just getting started, our discussions will equip you with theknowledge to make informed decisions in an ever-changing political and economiclandscape. Tune in for market analyses from a Swiss perspective that will empoweryou to harness the potential of your investments during election years.

    00:00 Intro

    00:36 WEF Recap

    05:15 The world is going to the ballot box

    06:10 Investing during an election year

    08:37 How to deal with the nerves of an election year

    12:17 Over estimating a president

    14:27 Job creation data of 2023

    16:03 Trend of USD devaluation and market insecurity

    17:32 Understand your positions underlying currency

    18:20 Final thoughts

    19:25 Outro

    Appearances (from left to right):

    Jess Roberson, Jr. Relationship Manager

    Urs Vrijhof-Droese, Managing Partner

    Jamie Vrijhof-Droese, Managing Partner

    Contact WHVP:

    Website: https://whvp.ch/

    Email: [email protected]

    Telephone: +41 44 315 77 77

    About WHVP:

    WHVP is an independent asset manager specialized in managing the funds of private clients. We are registered with the SEC in the U.S. and are located in Zurich, Switzerland. We are associated with several first-class private banks in Switzerland, Liechtenstein, and Austria, which act as custodian banks for ourclient's accounts. Our asset management principles are guided by conservative, long-term-oriented capital preservation strategies. Our focus is personalized service. We structure a portfolio that will be insulated against U.S. Dollar depreciation yet capitalize on overseas investment opportunities.

    Disclaimer:

    All posts and publications are for your information only and are not intended as an offer, promotion, or solicitation to buy or sell any financial instrument or perform any other financial transactions. All information and opinions expressed in posts and publications reflect our current views as of the date ofthe publication and may be liable to change without notice.

  • In today's mini podcast episode, we provide a review of the economic performances of Germany and China in 2023, along with insights from the Federal Reserve's balance sheet report, as we mentioned in last week's episode. We'll also discuss the latest developments at the World Economic Forum (WEF) and shed light on upcoming interest rate decisions by various central banks. We break down the macroeconomic data from Germany and China, examining their GDP growth and trade dynamics. We will have a look at the intricacies of the Federal Reserve's balance sheet report for the year 2023. Gain insights into the monetary policies, quantitative easing measures, and other factors that influenced the U.S. economy throughout the year. Stay tuned for a recap of the key discussions and outcomes from this week's World Economic Forum. We'll cover the major topics, trends, and decisions that emerged, offering a glimpse into the challenges and opportunities facing the global community. Looking ahead, we will discuss the anticipated interest rate decisions of various central banks in the coming week. Join us weekly on a journey through the intricacies of macroeconomics and global finance. Let's navigate the complexities of the global economy together!About WHVP: WHVP is an independent asset manager specialized in managing the funds of private clients. We are registered with the SEC in the U.S. and are located in Zurich, Switzerland. We are associated with several first-class private banks in Switzerland, Liechtenstein, and Austria, which act as custodian banks for our client’s accounts. Our asset management principles are guided by conservative, long-term-oriented capital preservation strategies. Our focus is personalized service. We structure a portfolio that will be insulated against U.S. Dollar depreciation yet capitalize on overseas investment opportunities.Contact WHVP: Website: https://whvp.ch/ Email: [email protected] Telephone: +41 44 315 77 77Disclaimer: All posts and publications are for your information only and are not intended as an offer, promotion, or solicitation to buy or sell any financial instrument or perform any other financial transactions. All information and opinions expressed in posts and publications reflect our current views as of the date of the publication and may be liable to change without notice.

  • Join us every Friday as we keep you up to date on the latest market developments from a Swiss offshore wealth management perspective. This week, we explore the implications of Bitcoin ETF approval and the impacts of various economic figures and considerations that affect economies around the globe. In this insightful discussion, we'll be exploring strategic opportunities and considerations in the ever-evolving financial ecosystem. Whether you're a seasoned investor or just getting started, our weekly discussion will provide valuable insights into current news topics and market movements, as well as a forward-looking perspective on the week ahead.

    Contact WHVP: Website: https://whvp.ch/ Email: [email protected] Telephone: +41 44 315 7777Disclaimer: All posts and publications are for your information only and are not intended as an offer, promotion, or solicitation to buy or sell any financial instrument or perform any other financial transactions. All information and opinions expressed in posts and publications reflect our current views as of the date of the publication and may be liable to change without notice.

  • Weekly market and economic analysis with Urs Vrijhof-Droese and Jess Roberson.

    Join us in looking back at the impactful year of 2023, when global events and market trends shaped the financial landscape. Explore key highlights, significant developments, and the lessons learned from the challenges and triumphs of the past year and where they are leading us into 2024.

    From geopolitical shifts to technological advancements, take a journey through the noteworthy events that unfolded on the world stage in 2023. Reflect on the market dynamics that defined 2023 – from economic fluctuations to breakthroughs in various industries. Gain insights into how these trends influenced investment strategies and shaped financial decision-making. Discover the valuable lessons garnered from navigating the uncertainties of 2023. Explore the resilience of global markets and the adaptability required for sustained success in an ever-changing environment. About WHVP: WHVP is an independent asset manager specialized in managing the funds of private clients. We are registered with the SEC in the U.S. and are located in Zurich, Switzerland. We are associated with several first-class private banks in Switzerland, Liechtenstein, and Austria, which act as custodian banks for our client’s accounts. Our asset management principles are guided by conservative, long-term-oriented capital preservation strategies. Our focus is personalized service. We structure a portfolio that will be insulated against U.S. Dollar depreciation yet capitalize on overseas investment opportunities.Contact WHVP: Website: https://whvp.ch/ Email: [email protected] Telephone: +41 44 315 77 77Disclaimer: All posts and publications are for your information only and are not intended as an offer, promotion, or solicitation to buy or sell any financial instrument or perform any other financial transactions. All information and opinions expressed in posts and publications reflect our current views as of the date of the publication and may be liable to change without notice.

  • Join us as we rewind through the treasure trove of offshore wealth management topics covered in 2023. This episode is your gateway to mastering the intricacies of offshore banking, specifically tailored for Americans seeking financial prowess beyond borders.

    The episode is a valuable resource for understanding the nuances of the offshore banking world. Subscribe for more expert insights and stay ahead in cross-border wealth management, whether you are an investor or a financial professional!

    00:11 Going Beyond Performance: Link to the full discussion ⁠https://youtu.be/ZP5uR4lftpg ⁠03:12 Proposed Beneficial Owner Registry in Switzerland with Jessica Schaedler: Link to the full discussion ⁠https://youtu.be/KayxDlNY3ME ⁠06:14 The U.S. Bank Crisis & Credit Suisse: Link to the full discussion ⁠https://youtu.be/Cs5zxe5eTWs ⁠09:28 Unveiling Swiss Venture Capital: Link to the full discussion ⁠https://youtu.be/hOJ4lVnoYAE ⁠11:21 Central Bank Digital Currencies (CBDC) & The Swiss Franc Initiative: Link to the full discussion ⁠https://youtu.be/UxKq_sav7mI ⁠14:42 Cook Islands Trusts For Asset Protection: Link to the full discussion ⁠https://youtu.be/c874smLJN9I ⁠15:44 USA & China Decoupling And A New World Reserve Currency?: Link to the full discussion ⁠https://youtu.be/jKGOoj5LZxk ⁠19:27 BRICS: Are They Destroying The U.S. Dollar's Dominance?: Link to the full discussion ⁠https://youtu.be/5M4K8cLYXSE ⁠26:38 A Tale of Two Fiscal Choices: U.S. Debt Ceiling vs. Swiss Debt Brake: Link to the full discussion ⁠https://youtu.be/oVE4-hQxgqE ⁠31:19 Moving Offshore With Your Individual Retirement Account: Link to the full discussion⁠ https://youtu.be/em7-PhIGBvo⁠ 34:14 What is FATCA? What Americans with a Swiss Bank Account need to know: Link to the full discussion ⁠https://youtu.be/LN7BruaUzf8⁠ 37:51 Outro

    Contact WHVP:

    Website: https://whvp.ch/

    Email: [email protected]

    Telephone: +41 44 315 77 77

    Disclaimer: All posts and publications are for your information only and are not intended as an offer, promotion, or solicitation to buy or sell any financial instrument or perform any other financial transactions. All information and opinions expressed in posts and publications reflect our current views as of the date of the publication and may be liable to change without notice.

  • Welcome to our latest Swiss Money Secrets podcast episode, where seasoned Swiss financial experts delve into the intricacies of FATCA (Foreign Account Tax Compliance Act) and its impact on Americans holding Swiss bank accounts. In this informative discussion, our expert panel breaks down the critical aspects of the recent announcement about changes to the FATCA model used in Switzerland. Discover the essentials of FATCA compliance and how it affects American account holders at Swiss banks.

    Our team will demystify the regulations and provide practical guidance on maintaining financial transparency. Explore the unique considerations for Swiss banking institutions under FATCA regulations. Gain a deeper understanding of the collaboration between Swiss banks and account holders to meet compliance requirements. Uncover the implications of FATCA on global investments and asset management.

    This podcast episode is a valuable resource for understanding the nuances of FATCA. Subscribe for more expert insights and stay ahead in cross-border wealth management, whether you are an investor or a financial professional!

    Don't miss out on the chance to secure your financial future - listen to our podcast episode now and embark on your journey to offshore IRA success!

    Appearances (from left to right):

    Jess Roberson, Executive Assistant

    Urs Vrijhof-Droese, Managing Partner

    Jamie Vrijhof-Droese, Managing Partner

    Contact WHVP:

    Website: https://whvp.ch/

    Email: [email protected]

    Telephone: +41 44 315 77 77

    Disclaimer: All posts and publications are for your information only and are not intended as an offer, promotion, or solicitation to buy or sell any financial instrument or perform any other financial transactions. All information and opinions expressed in posts and publications reflect our current views as of the date of the publication and may be liable to change without notice.