Swiss Money Secrets

WHVP
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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.

  1. DEC 18

    What We Wish Every American Investor Knew

    What We Wish Every American Investor Knew In this episode of Swiss Money Secrets, Jamie Vrijhof-Droese, Urs Vrijhof-Droese and Jess Roberson explore the most common blind spots U.S. investors have when it comes to international diversification, currency exposure, and long-term wealth protection. We discuss why owning multiple U.S. assets does not necessarily mean you’re diversified — and how most investors remain fully exposed to the U.S. dollar without realizing it. The conversation also dives into purchasing power erosion, government debt, generational planning, privacy, and why offshore banking is both legal and increasingly relevant. Key themes covered: Why diversification is more than stocks and sectorsThe overlooked impact of currency risk on long-term wealthHow inflation silently compounds over generationsOffshore banking myths vs. realityWhy “doing nothing” is often the riskiest strategyPreparing wealth for future generations in an uncertain worldThis episode is designed to educate — not alarm — and to help investors think more clearly about resilience, optionality, and long-term financial stability. 00:00 – Welcome & Swiss tradition: Samichlaus Swim 02:40 – Why diversification is misunderstood 03:30 – The illusion of diversification in U.S. portfolios 04:50 – International ETFs and hidden USD exposure 06:15 – Currency risk and purchasing power 08:40 – Inflation over decades, not years 10:50 – Generational planning and global mobility 13:00 – Government debt and long-term sustainability 16:45 – Offshore banking myths and legality 18:30 – Who offshore banking is really for 20:00 – Privacy, data, and the true cost of “free” banking 22:20 – Asset protection and proactive planning 24:00 – Why doing nothing is still a risk 26:00 – Cultural differences in global banking 28:00 – Asking better questions and informed decisions 31:00 – Closing thoughts 📞 Contact WHVP Website: https://whvp.ch/ Email: info@whvp.ch Telephone: +41 44 315 77 77 Schedule a Meeting: https://whvp.ch/get-started ℹ️ About WHVP WHVP is not just another asset manager. We are an independent firm specializing in managing the funds of private clients. Registered with the SEC in the U.S. and located in Zurich, Switzerland, we are associated with several first-class private banks in Switzerland and Liechtenstein, which serve as custodian banks for our clients' accounts. Our asset management principles are rooted in conservative, long-term-oriented capital preservation strategies. We prioritize personalized service, crafting portfolios that are shielded against U.S. Dollar depreciation while leveraging 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.

    32 min
  2. Record Black Friday Sales & The Real State of the U.S. Economy

    DEC 11

    Record Black Friday Sales & The Real State of the U.S. Economy

    Record Black Friday Sales & The Real State of the U.S. Economy In this episode of The Swiss View, Jess Roberson and Urs Vrijhof-Droese take a closer look at what record-breaking Black Friday spending reveals about the current state of the U.S. economy. Although sales reached new highs, rising prices and fewer genuine discounts underscore the ongoing influence of inflation and shifting consumer sentiment. Jess Roberson and Urs Vrijhof-Droese also examine the broader macroeconomic context, including inflation expectations, potential Federal Reserve leadership changes, and election-year dynamics that may shape monetary policy. With U.S. markets displaying heightened volatility while Europe maintains a more measured long-term posture, their discussion provides a distinctly Swiss perspective on how these developments may affect investors. For those monitoring inflation trends, currency movements, or international diversification opportunities, the insights shared by Jess Roberson and Urs Vrijhof-Droese offer valuable clarity on where the U.S. economy may be heading next. Whether you're a seasoned economist, a curious observer, or simply someone interested in global finance, our journey through the intricacies of macroeconomics and global finance promises to be enlightening and thought-provoking. We warmly invite you to join us as we navigate the complexities of international finance together, fostering a community of learning and discussion. Contact WHVP 🌐 Website: https://whvp.ch/📧 Email: info@whvp.ch📞 Telephone: +41 44 315 77 77 About WHVP WHVP is more than just another asset manager. Based in Zurich and registered with the SEC in the U.S., we are an independent firm dedicated to managing the wealth of private clients. Partnering with leading private banks in Switzerland and Liechtenstein, we ensure transparency and security by using them as custodians for our clients’ accounts. Our asset management approach is rooted in conservative, long-term capital preservation, tailored to protect against U.S. dollar depreciation and seize global investment opportunities. Disclaimer: All posts and publications are for your information only. They 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 publication date and may be liable to change without notice.

    15 min

  3. NOV 28

    Global Tensions & Central Banks

    In this episode of The Swiss View, Jess Roberson and Urs Vrijhof-Droese break down how global tensions—from Ukraine and the Middle East to rising frictions around Taiwan—are influencing market sentiment. They explore why defense stocks are cooling despite unresolved conflicts and how investors are trying to balance optimism with persistent geopolitical risk. The conversation then shifts to the central banks, where missing U.S. data, sticky UK inflation, and the ECB’s progress toward target are creating diverging policy paths. Jess and Urs also look at Switzerland’s position, including the new U.S.–Swiss tariff agreement and what it means for local markets. With valuations stretched and sentiment improving, they discuss whether markets are setting up for a year-end rally—or simply pricing in too much perfection. Whether you're a seasoned economist, a curious observer, or simply someone interested in global finance, our journey through the intricacies of macroeconomics and global finance promises to be enlightening and thought-provoking. We warmly invite you to join us as we navigate the complexities of international finance together, fostering a community of learning and discussion. Contact WHVP 🌐 Website: https://whvp.ch/📧 Email: info@whvp.ch📞 Telephone: +41 44 315 77 77 About WHVP WHVP is more than just another asset manager. Based in Zurich and registered with the SEC in the U.S., we are an independent firm dedicated to managing the wealth of private clients. Partnering with leading private banks in Switzerland and Liechtenstein, we ensure transparency and security by using them as custodians for our clients’ accounts. Our asset management approach is rooted in conservative, long-term capital preservation, tailored to protect against U.S. dollar depreciation and seize global investment opportunities. Disclaimer: All posts and publications are for your information only. They 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 publication date and may be liable to change without notice.

    16 min

  4. NOV 27

    How Americans Can Invest in Switzerland

    In this episode of Swiss Money Secrets, WHVP’s Jess Roberson and Jamie Vrijhof-Droese sit down with Anne Liebgott, founder of Americans Welcome · Switzerland, the leading independent platform helping U.S. investors understand and access Swiss SEC-registered investment advisors. Together, they unpack what it really means for Americans to work with a Swiss wealth manager — from SEC registration and the 15/25 rule to navigating jurisdictional and currency diversification. Anne explains why interest from U.S.-based families is rising, what misconceptions still persist about Swiss banking, and how Americans can compliantly build cross-border financial relationships without falling for outdated Hollywood myths. From understanding how Swiss RIAs complement U.S. advisors to exploring global mobility, USD concerns, due diligence, and the importance of asking the “right” questions, this conversation offers a clear and practical guide to beginning — or expanding — a financial relationship in Switzerland. ⏱️ Timestamps 01:10 – The Starlink debate in Valais and Swiss direct democracy 03:40 – Introducing guest Anne Liebgott & Americans Welcome · Switzerland 06:10 – What is a Swiss SEC-registered investment advisor? 09:00 – The 15/25 rule and why full SEC registration matters 12:15 – Why Americans seek Swiss diversification (jurisdictional, currency & mindset) 17:30 – Global mobility and next-generation planning 22:30 – Concerns about the U.S. dollar and long-term trends 27:30 – FINMA regulation & consolidation among Swiss RIAs 29:30 – SEC examinations in Switzerland: what changed? 32:30 – Common misconceptions: legality, “patriotism,” and accessing funds 36:50 – Why U.S. advisors and Swiss RIAs increasingly collaborate 38:50 – How Americans Welcome · Switzerland helps with due diligence 40:46 – Where to follow Anne online 🔗 Guest Anne Liebgott Founder, Americans Welcome · Switzerland LinkedIn: anneliebgott 📞 Contact WHVP Website: https://whvp.ch/ Email: info@whvp.ch Telephone: +41 44 315 77 77 Schedule a Meeting: https://whvp.ch/get-started ℹ️ About WHVP WHVP is not just another asset manager. We are an independent firm specializing in managing the funds of private clients. Registered with the SEC in the U.S. and located in Zurich, Switzerland, we are associated with several first-class private banks in Switzerland and Liechtenstein, which serve as custodian banks for our clients' accounts. Our asset management principles are rooted in conservative, long-term-oriented capital preservation strategies. We prioritize personalized service, crafting portfolios that are shielded against U.S. Dollar depreciation while leveraging 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.

    42 min

  5. OCT 30

    U.S. Citizenship Renunciation

    In this episode of Swiss Money Secrets, WHVP’s Jess Roberson and Jamie Vrijhof-Droese welcome Arielle Tucker, CFP® and IRS Enrolled Agent, founder of Connected Financial Planning (https://www.connectedfinancialplanning.com/). Together, they unpack one of the most complex financial decisions Americans abroad may face — renouncing U.S. citizenship. Arielle shares her professional experience guiding globally mobile families through the U.S. expatriation process, explaining why more Americans are choosing to give up their passports, what the exit tax really means, and how to avoid common pitfalls along the way. From navigating embassy appointments and understanding the Certificate of Loss of Nationality to planning for double taxation, currency risk, and estate restructuring, this conversation offers a clear and candid look at what it takes to formally — and financially — leave the U.S. system. 07:01 What is an IRS enrolled agent? 07:46 Who are the typical Americans considering renouncing their citizenship? 10:42 What motivates people to take this step — is it mainly about taxes or something deeper? 13:32 Can good planning help avoid double taxation, or is it inevitable? 14:48 What does the renunciation process actually involve? 21:21 Do you need another passport before renouncing U.S. citizenship? 23:32 Why is it essential to work with a specialist rather than a regular CPA? 24:53 How much might someone actually pay in exit tax? 28:40 Are Roth IRAs affected by the exit tax? 29:28 Do you still have reporting obligations after renouncing? 31:40 How does the exit tax apply to U.S. green card holders? 34:42 What are the biggest red flags or mistakes to avoid when expatriating? 38:45 What is the exit interview like at the embassy? 40:05 How does renunciation affect ongoing relationships with financial professionals? 42:24 Do people need to restructure their estate plans after renouncing? 🔗 Guest Arielle Tucker, CFP® & Enrolled Agent LinkedIn: https://www.linkedin.com/in/arielletucker/ Founder, Connected Financial Planning (https://www.connectedfinancialplanning.com/) Host of Passport to Wealth Podcast 📞 Contact WHVP Website: https://whvp.ch/ Email: info@whvp.ch Telephone: +41 44 315 77 77 Schedule a Meeting: https://whvp.ch/get-started ℹ️ About WHVP WHVP is not just another asset manager. We are an independent firm specializing in managing the funds of private clients. Registered with the SEC in the U.S. and located in Zurich, Switzerland, we are associated with several first-class private banks in Switzerland and Liechtenstein, which serve as custodian banks for our clients' accounts. Our asset management principles are rooted in conservative, long-term-oriented capital preservation strategies. We prioritize personalized service, crafting portfolios that are shielded against U.S. Dollar depreciation while leveraging 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.

    47 min
  6. Geopolitical Instability & The Markets

    OCT 28

    Geopolitical Instability & The Markets

    In this episode of The Swiss View, we take a closer look at the growing geopolitical instability shaping today’s markets — and what it could mean for investors navigating uncertain global conditions. The ongoing U.S. government shutdown, mounting fiscal challenges in France and the U.K., and Japan’s record debt under its new prime minister all raise critical questions about the long-term sustainability of public finances. Meanwhile, Switzerland continues to stand out as a model of stability — both economically and politically. We also explore how these global dynamics are influencing currencies and commodities. The Swiss franc continues to strengthen against the euro, while precious metals such as gold, silver, and platinum have seen both impressive gains and sharp pullbacks. What do these movements signal for investors seeking security? Finally, we discuss whether the next financial crisis could be closer than many think. With corporate defaults rising and leverage increasing across markets, it’s a moment that calls for prudence, diversification, and a steady perspective. Join us as we provide a Swiss viewpoint on the global economy — helping you navigate volatility and position for what’s coming next. Contact WHVP 🌐 Website: https://whvp.ch 📧 Email: info@whvp.ch 📞 Telephone: +41 44 315 77 77 About WHVP WHVP is more than just another asset manager. Based in Zurich and registered with the SEC in the U.S., we are an independent firm dedicated to managing the wealth of private clients. Partnering with leading private banks in Switzerland and Liechtenstein, we ensure transparency and security by using them as custodians for our clients’ accounts. Our asset management approach is rooted in conservative, long-term capital preservation, tailored to protect against U.S. dollar depreciation and seize global investment opportunities. Disclaimer: All posts and publications are for your information only. They 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 publication date and may be liable to change without notice.

    18 min

  7. SEP 25

    Swiss Banking's Important Questions Answered

    In this episode of Swiss Money Secrets, WHVP’s Jess Roberson, Jamie Vrijhof-Droese, and Urs Vrijhof-Droese come together to sit down and answer some of the most common questions we hear about Swiss banking for Americans. From the impact of FATCA to the real advantages of opening an account overseas, we break down what’s possible today and what clients can expect when considering Switzerland as part of their financial strategy. We walk through the practical side of compliance and onboarding, explaining the documents required, how long the process usually takes, and how Swiss accounts differ from those in the U.S. Our team also discusses account structure, including options for holding multiple currencies, precious metals, and even the possibilities around crypto or IRAs. To round things out, we share our personal perspectives on why we enjoy this line of work, the value of building relationships in a boutique setting, and whether privacy still exists in today’s banking world. If you’ve ever wondered how Swiss banking works for Americans, this conversation offers a clear and candid look behind the scenes. 00:00 Intro 00:53 Knabenschiessen 04:20 Do Swiss banks still take Americans, or has FATCA basically shut that door for us? 06:30 Why choose Swiss banking today? What’s the real benefit? 08:25 How do you determine which bank is the right one for me? 11:33 Do I have to travel to Switzerland to open an account? 13:01 What does FATCA really mean for Americans… what changes in their day-to-day compared to a normal U.S. account? 14:20  Do I need a passport, or can I do it with a driver’s license? 14:50 What documents are required to do this? 14:42 How long does the process take? 19:15 Can I actually hold more than just dollars in there? 21:00 Can I hold cryptocurrencies in my account? 22:16 Is it possible to send IRAs overseas? 24:10 Who makes the investment decisions? 28:25 Are the fees for Americans higher? I mean, do I pay a kind of ‘FATCA penalty’ just for being a U.S. citizen? 32:30 If I wanted to send money in or out of the account, would it raise red flags? 33:55 How do I access my money? Partially or fully? 37:25 Is there an equivalent to the FDIC? 38:30 How did you end up in this line of business? 42:30 How is working with a small company different than working with a large company? 46:07 Outro Contact WHVP:    Website: https://whvp.ch/    Email: info@whvp.ch    Telephone: +41 44 315 77 77    Schedule a Meeting: https://whvp.ch/get-started  About WHVP: WHVP is not just another asset manager. We are an independent firm specializing in managing the funds of private clients. Registered with the SEC in the U.S. and located in Zurich, Switzerland, we are associated with several first-class private banks in Switzerland and Liechtenstein, which serve as custodian banks for our clients' accounts. Our asset management principles are rooted in conservative, long-term-oriented capital preservation strategies. We prioritize personalized service, crafting portfolios that are shielded against U.S. Dollar depreciation while leveraging 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.

    47 min
  8. The Digital Euro & U.S. Job Revisions

    SEP 17

    The Digital Euro & U.S. Job Revisions

    In this episode of The Swiss View, we explore the latest global economic shifts shaping the markets and what they could mean for investors at home and abroad. The Digital Euro is moving closer to becoming a reality — but there is some clarity that needs to be brought to the conversation. The recent U.S. job revisions are raising questions about the real strength of the American labor market — and how this might affect future Federal Reserve policy.   Both the Federal Reserve and the Swiss National Bank are heading into pivotal interest rate decisions — we look at how their paths may diverge and the potential impact on global capital flows. Meanwhile, Swiss economic sentiment has started to soften — we assess what the latest indicators are signaling about growth risks and market confidence. Join us as we provide a Swiss perspective on these developments, helping you navigate volatility and position for what’s coming next. Contact WHVP 🌐 Website: https://whvp.ch/ 📧 Email: info@whvp.ch 📞 Telephone: +41 44 315 77 77 About WHVP WHVP is more than just another asset manager. Based in Zurich and registered with the SEC in the U.S., we are an independent firm dedicated to managing the wealth of private clients. Partnering with leading private banks in Switzerland and Liechtenstein, we ensure transparency and security by using them as custodians for our clients’ accounts. Our asset management approach is rooted in conservative, long-term capital preservation, tailored to protect against U.S. dollar depreciation and seize global investment opportunities. Disclaimer: All posts and publications are for your information only. They 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 publication date and may be liable to change without notice.

    18 min
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About

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.

Information

  • Creator
    WHVP
  • Years Active
    2020 - 2025
  • Episodes
    114
  • Rating
    Clean
  • Copyright
    © WHVP
  • Show Website
    Swiss Money Secrets