Swiss Money Secrets

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...

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 tech...

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...

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...

Discover the secrets to supercharge your retirement savings structure with our in-depth podcast episode on moving your IRA offshore. Join us as we demystify the benefits and intricacies of offshore IRA investing, showcasing how to diversify your portfolio and secure your financial future. In this comprehensive episode, our team delves into the opportunities that are opened to you when moving your...

There is a tale to two fiscal choices: a debt ceiling or a debt brake; one has been proven to lead to uncontrollable government debt, and the other has led to a stable and well-maintained economy. In this episode of the Swiss Money Secrets podcast, the WHVP team (Swiss wealth management experts for Americans) sit down to discuss the U.S. debt ceiling in comparison to the Swiss debt brake. The epis...

The END of the U.S. dollar? In this episode of the Swiss Money Secrets podcast, the WHVP team (Swiss wealth management experts for Americans) sit down to discuss the recent BRICS meeting, what it might mean for Americans, the value of the USD, and the position of Switzerland amid a world that is trying to shift away from the West. The episode will discuss the BRICS meeting, how the world might loo...

In this podcast episode, the WHVP team sits down with Dr. Beat Habegger of Habegger Strategy to discuss geopolitical risks in the current geopolitical climate. In addition, Dr. Habegger will answer questions pertaining to investors and how he sees the trends of the world moving. We hope you enjoy it! 00:00 Highlight: China vs. USA decoupling 00:23 Intro 01:30 WHVP Expanding 02:20 Meeting Dr. Beat...

On this podcast episode, the WHVP team sits down with Blake Harris of Blake Harris Law to discuss Cook Islands Trusts, asset protection, and privacy for Americans. In addition, the podcast will quickly cover the tax reference up for a national vote in Switzerland on how the country will allocate the extra revenue the country will receive from taxing corporations with the newish OECD global corpora...

On this podcast episode, the WHVP team sits down to talk about central bank digital currencies (CBDCs) and the initiative being presented to the Swiss government to ensure that cash stays a part of the Swiss economy forever. In addition, the team will briefly discuss the current debt limit standoff taking place in the U.S. government. We hope you enjoy it! Appearances:  Jess Roberson, Executive As...

On this podcast episode, the WHVP team sits down with Jacqueline Ruedin Rüsch of Privilege Ventures to discuss Switzerland's venture capital investment industry. In addition, the podcast will cover how private equity and venture capital investing differ, the start-up scene in Switzerland vs. the U.S., and the Swiss culture of innovation. We hope you enjoy it! Appearances:  Jess Roberson, Execu...

On this podcast episode, the WHVP team sits down together to talk about the U.S. bank crisis and the merger between UBS and Credit Suisse. In addition, the podcast will cover the stability of the Swiss banking system and the differences between the U.S. and Swiss banking industries and systems, and what Americans can do to ensure they select the right banks to partner with. We hope you enjoy it! A...

On this episode of the podcast, the WHVP team sits down with special guest Jessica Schaedler, Leading Trust Advisor at Capital Trustees AG, to discuss the proposed bill to the Swiss government on creating a Beneficial Owner Registry. The podcast will cover what changes have been proposed to the government, what may come from such a change and the opinion on how the Swiss population may react to su...

On this episode of the podcast, the WHVP team sits down to discuss going beyond performance in terms of client care. The podcast will cover a bit of the Swiss perspective of the World Economic Forum and then will jump into the team discussing the importance of client communication and care. We hope you enjoy it. We do apologize for the sound quality, as there was some construction work that starte...

In this episode of the WHVP podcast, the team sits down to discuss the  differences between the U.S. and Switzerland when it comes to inflation,  interest rates, and recession definitions. The team will start the  podcast off by discussing the recent celebration of Swiss National Day,  the equivalent of Independence Day in the U.S... We hope you enjoy it. Appearances: Jamie Vrijhof-Droese, Managin...

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.  ...

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. 00:00 Intro 00:40 Swiss Parli...

On this episode of the podcast, Jamie Vrijhof-Droese sits down to interview Daniel Koller of 1291 Group about Private Placement Life Insurance (PPLI). The podcast will cover a variety of subjects on the subject of PPLIs, such as privacy and asset protection. Daniel will also give his legal perspective on the regulatory changes that are taking place in the Swiss financial services sector. We hope y...

On this episode of the WHVP podcast, Managing Partner Jamie  Vrijhof-Droese sits down with Managing Director of 21 Shares, Sina  Meier, to discuss “All Things Crypto.” In the podcast, Sina will discuss  her journey to working in the crypto industry and what 21 Shares are  offering the world of Crypto. Jamie and Sina will also cover the  differences between holding ETPs and crypto currencies direct...

On this episode of the WHVP podcast, the WHVP team sits down to discuss  the Swiss Bank Secrecy Act. The podcast will cover the history of  Banking Privacy in Switzerland, what it means for Americans using Swiss  banking today, and a discussion on the difference between data privacy  laws in Switzerland and Europe compared to the United States. To learn more about us at WHVP, check out our homepag...

On this episode of the WHVP podcast, Managing Partner Jamie  Vrijhof-Droese sits down with the founder of AW Switzerland, Anne  Liebgott, to discuss “Finding a Registered Investment Advisor (RIA) in Switzerland.” In the podcast, Anne will discuss her journey to  establishing AW Switzerland. Jamie and Anne will also talk about the  various aspects of finding an Investment Advisor, such as the due  ...

This new episode of season three of the WHVP podcast will be on the  Swiss Financial Centre. The Swiss Financial Centre is a place that has  long been the gold standard of banking services and helping individuals  preserve and build their wealth. Despite the ever-increasing regulation  internationally when it comes to the financial industry, Switzerland  remains a leader in the world of finance. B...

On this episode of the WHVP podcast, Managing Partner Jamie  Vrijhof-Droese sits down with U.S. Tax Specialist Patrick Hoza to  discuss “U.S. Taxes While Living Abroad.” In the podcast, Patrick will  discuss his journey to becoming a U.S. Tax Specialist for Americans  living in foreign countries. Jamie and Patrick will also talk about the  tax implications Americans face in investing abroad and al...

In this new episode of season three of the WHVP podcast will be on the proposed Trust Bill Draft to Switzerland's government. We will discuss the Background of Trust law in Switzerland, how the change could affect the financial center of Switzerland, and the potential benefit the bill would bring to people looking to structure their wealth. Before we jump into the topic, we will talk about how the...

On this episode of the WHVP podcast Managing Partner Jamie Vrijhof-Droese sits down with Alisa Burkhard, Attorney at Law and one of the founders of Flyingllawyers to discuss “Migration to Switzerland.” In the podcast, Alisa will share her incredible journey of migration to Switzerland and overcoming the challenges of studying and practicing law in Switzerland. Jamie and Alisa will also talk about...