69 episodes

Have you ever wondered how the ultra-rich manage to secure their wealth? Look no further than Switzerland. In our podcast, "Swiss Money Secrets," we delve into the fascinating world of Swiss offshore banking and wealth management. Join us as we talk to leading Swiss financial industry experts and explore the benefits and intricacies of offshore banking for Americans. The WHVP team will cover everything from international investment diversification to privacy and asset protection. So get ready to unlock the secrets of Swiss banking and take control of your financial future.

Swiss Money Secrets WHVP

    • Business

Have you ever wondered how the ultra-rich manage to secure their wealth? Look no further than Switzerland. In our podcast, "Swiss Money Secrets," we delve into the fascinating world of Swiss offshore banking and wealth management. Join us as we talk to leading Swiss financial industry experts and explore the benefits and intricacies of offshore banking for Americans. The WHVP team will cover everything from international investment diversification to privacy and asset protection. So get ready to unlock the secrets of Swiss banking and take control of your financial future.

    Too Big To Fail

    Too Big To Fail

    Explore the dynamic world of Switzerland's offshore banking and wealth management sectors in this enlightening episode of the Swiss Money Secrets podcast. In the discussion, our team explores Switzerland's intricate banking regulations, honed to prevent catastrophic collapses
    of major financial institutions, also known as "too big to fail." They will dive into the newest report from the Swiss government on the regulations implemented to ensure stability and mitigate systemic risks.





    00:00 Intro 

    01:13 Historic Cancellation of Swiss Holiday

    04:50 Too Big To Fail Defined 

    07:54 Scope of Swiss financial sector 

    09:14 Why we don't work with giant Banks 

    10:26 Systematic importance: country vs. global 

    12:24 Details of the report 

    16:30 How the Swiss have dealt with bank failures 

    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



     #offshorebanking #banks #toobigtofail #investing #swissmoneysecrets #whvp #switzerland #swissbankacount 



    Contact WHVP: 

    Website: https://whvp.ch/ 

    Email: info@whvp.ch 

    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.

    • 20 min
    Knock Knock... Its Inflation

    Knock Knock... Its Inflation

    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: ⁠⁠info@whvp.ch⁠⁠
    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.

    • 9 min
    Interest in the Stock Market

    Interest in the Stock Market

    In this Weekly Market Review podcast episode, Urs
    Vrijhof-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: ⁠⁠info@whvp.ch⁠⁠

    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.

    • 10 min
    The Swiss Surprise

    The Swiss Surprise

    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: ⁠⁠info@whvp.ch⁠⁠ 

    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.

    • 8 min
    AI in the World of Wealth Management

    AI in the World of Wealth Management

    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: info@whvp.ch

    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.

    • 19 min
    The Interested Consumer

    The Interested Consumer

    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: ⁠⁠info@whvp.ch⁠⁠
    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.

    • 5 min

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