Swiss Money Secrets

The first episode of season three of the WHVP podcast will be on the relationship between Switzerland and the USA. We will discuss the history of Swiss and USA relations, how the countries have influenced each other, and the connection between the countries at present. Before we jump into the topic, we will talk about how the Swiss economy has navigated the financial crisis of the pandemic.  To le...

The new episode of the WHVP podcast is on risk management. We will discuss the definition of risk management, how to deal with risk in a portfolio, and the due diligence of risk management. Before we jump into the topic, we will talk about the newly elected president of Switzerland.  To learn more about us at WHVP, check out our homepage at https://whvp.ch/! WHVP Team: Jamie Vrijhof-Droese, Managi...

The new episode of the  WHVP podcast is on gold as an investment. We will discuss the historical context of gold and the advantages and challenges gold brings to a  portfolio. Before we jump into the topic, we will update you on how the  trip to the USA is going for Jamie and Urs. To learn more about us at WHVP, check out our homepage at https://whvp.ch/! WHVP Team: Jamie Vrijhof-Droese, Managing...

The new episode of the WHVP podcast is on socially responsible investing (SRI). We will discuss the pros and cons of SRI and discuss its usefulness. Before we jump into the topic, we will discuss some World Cups news for Switzerland and one of the WHVP team members representing Switzerland in an international sports competition. We will also give an update on the WHVP trips to the USA.  To learn m...

The new episode of the WHVP podcast is on the new regulations—FinSA and FinIA—coming into effect in Switzerland. The podcast discusses the new rules that will be put into place to oversee the Swiss financial sector and how they will affect the asset management industry in the country. Before jumping into the topic, the team talks about the recent news that Finma—the governing body of the new regul...

This new episode of the WHVP podcast is on investment strategies. The podcast is a discussion on the various types of investment strategies that can be selected and the considerations that need to be taken when determining the best fit for an investor. Before jumping into the topic, the team talks about the recent news on the Swiss government's plan for a sustainable future in energy production. W...

This new episode of the WHVP podcast is on asset protection. The podcast is a discussion on the reasons for and various layers of asset protection. It also includes a description of how WHVP services help in this process with clients. Before jumping into the topic, the team talks about the USA opening its borders to Europeans, WHVP's upcoming trips to the US, and the "Pandora papers." To learn mor...

The new episode of the WHVP podcast is a special one as the WHVP team will talk about the 30th-anniversary WHVP. The podcast includes the 30-year history of WHVP with an inside view of the secession of WHVP to the next generation. Then the team will discuss the foundational values of WHVP, its future outlook, and the company as a whole. Before jumping into the topic, the team talks about two award...

Before discussing The Bretton Woods System, the WHVP team will talk  about the 30th-anniversary event coming up for WHVP. The podcast  includes a brief explanation of the Bretton Woods System, a brief  historical summary of the topic, advantages that the system created, and  some of the disadvantages to the system, and finally, the team will  discuss the topic in further detail. To learn more abou...

Before discussing generational wealth and family governance, the WHVP team discusses the historic performance of the Swiss national team at the Tokyo Olympics. The podcast includes a brief explanation of generational wealth and family governance, some organizational aspect of generational wealth, how to talk to family members about generational wealth, and then discusses the topic in further detai...

Before discussing the global minimum corporate tax, the WHVP team discusses an interesting rumor about a Swiss shoe company. The podcast includes a brief explanation of the tax reform proposed, a brief history of corporate taxation, advantages and disadvantages of the global minimum corporate tax, and then discusses the topic in further detail. To learn more about us at WHVP, check out our homepag...

The WHVP team discusses their weekend activities quickly before discussing the roles of wealth managers and how to best determine if a particular wealth manager is a right fit for you. The financial principle for this week's podcast is expansionary policies. To learn more about us at WHVP check out our homepage at https://whvp.ch/! WHVP Team: Jamie Vrijhof-Droese, Managing Partner Julia Fernandez,...

The WHVP team discusses their weekend activities quickly before discussing what bonds do and why they are important. The financial principle for this week's podcast is contractionary policies.  To learn more about us at WHVP check out our homepage at https://whvp.ch/! WHVP Team: Jamie Vrijhof-Droese, Managing Partner Urs Vrijhof-Droese, Managing Partner Julia Fernandez, Managing Partner Jess...

The WHVP team discusses their weekend activities quickly before discussing ESG investments and the financial principle of diversification. To learn more about us at WHVP check out our homepage at https://whvp.ch/! WHVP Team: Jamie Vrijhof-Droese, Managing Partner Urs Vrijhof-Droese, Managing Partner Julia Fernandez, Managing Partner Jess Roberson, Intern

The WHVP team discusses the Swiss economy and about the financial principles of inflation and hyperinflation. To learn more about us at WHVP check out our homepage at https://whvp.ch/! WHVP Team: Jamie Vrijhof-Droese, Managing Partner Urs Vrijhof-Droese, Managing Partner Julia Fernandez, Managing Partner Jess Roberson, Intern

The WHVP team discusses the Fed's announcement about raising the interest rate in 2023. To learn more about us at WHVP check out our homepage at https://whvp.ch/! WHVP Team: Jamie Vrijhof-Droese, Managing Partner Urs Vrijhof-Droese, Managing Partner Julia Fernandez, Managing Partner Jess Roberson, Intern

Jeff shares his knowledge of the block chain, crypto currencies and Bitcoin. Learn more about his work at www.internationalliving.com!

Hangama shares her life-changing journey fleeing from Afghanistan to Western Europe in the 1980s and how that experience has shaped what she does today. Through her company KayHan Swiss she helps clients with residency by investment, citizenship by investment as well as Swiss financial planning. If you would like to reach out to Hangama please do so over her website www.kayhanswiss.ch or by email...

Josh talks about everything you need to consider when it comes to estate planning and tax planning before the end of 2020. If you want to schedule a call with Josh in order to discuss your estate planing and asset protection, make sure to reach out to him today: www.joshbennett.com or josh@joshbennett.com!

Klaus talks about why Panama is a great place for investing in real estate and doing business as well as covering how to obtain residence and citizenship there. You can learn more about Panama and Klaus at www.frapan-invest.com or directly by email: klaus.happ@frapan-invest.com.

Rainer talks about Liechtenstein as a country and a financial jurisdiction, Kaiser Partner as a banking partner, their experience with US clients and what to consider when selecting a custodian bank. You can learn more about them at: www.kaiserpartner.bank.

John talks about New Zealand as a financial jurisdiction, his vault solutions and bullion services as well as his outlook on the precious metals market. You can learn more about New Zealand Vault on their website: www.nzvault.co.nz or by sending an email to John: mail@nzvault.co.nz.

David talks about Bridgeford‘s independent boutique approach, how to select a US trust jurisdiction and why South Dakota is the best option. You can learn more about Bridgeford by visiting their website: www.bridgefordtrust.com.

Scott talks about self-directed IRAs, what they are, how they work and how they can be beneficial for you. If you are interested in learning more, feel free to reach out to Scott directly: smaurer@advantaira.com or www.advantaira.com

Pavla talks about what excites here about the tax business, what COVID-19 has changed from a tax perspective and what to consider when investing in an offshore bank account.