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. FEB 27

    Bitcoin, Gold, And The Lessesons They Teach

    In this episode, we revisit the debate between bitcoin and gold — but from a different angle. Instead of asking which asset will win, we ask a more important question: What can they teach us about building resilient wealth in a volatile world? Over the past few years, investors have experienced liquidity booms, aggressive rate hikes, inflation shocks, and geopolitical instability. Both high-growth assets and traditional safe havens have had moments of strength — and moments of stress. The lesson? No single asset protects you in every environment. 00:00 Intro 00:30 Historic Olympic performance for Switzerland 04:04 The volatility profile of bitcoin vs. gold (and precious metals) 10:10 Why did gold do well and bitcoin not? 19:00 Diversification and knowing the right strategy for you 30:40 Outro We also discuss the role of the Swiss franc and how long-term currency strength often reflects institutional stability, fiscal discipline, and geopolitical neutrality. This is an evergreen conversation about risk, resilience, and preparing for multiple economic futures — rather than trying to predict just one. If you’re thinking about long-term wealth preservation, international diversification, and building a portfolio designed to endure volatility, this episode is for you. 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.

    31 min
  2. Trump Trade Policy 2026: 15% Tariffs, Section 122, US–Mexico Trade, Global Market Impact

    FEB 25

    Trump Trade Policy 2026: 15% Tariffs, Section 122, US–Mexico Trade, Global Market Impact

    In this episode of Swiss View, we break down the latest developments in Trump’s global tariff policy, including the newly announced 10% worldwide tariff and the quick move to an increase to 15% under Section 122 authority. What does Section 122 of U.S. trade law actually allow? How long can tariffs remain in place without Congressional approval? And what does this mean for global markets, inflation, and supply chains? We discuss: The legal mechanics of Section 122 tariffs (150-day authority). Why businesses face rising uncertainty over future U.S. trade policy. The UK’s hope for zero steel tariffs was never realized. Why Mexico — which sends 83% of its exports to the U.S. — narrowly avoided recession. Whether manufacturing and construction could rebound in 2026 ahead of the FIFA World Cup. From U.S.–Mexico trade dependency to broader global manufacturing and supply chain risks, we examine how escalating tariffs could impact growth, investment, and financial markets. If you follow U.S. trade policy, global macroeconomics, emerging markets, or international investing, this episode provides the context for the world at large. 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.

    17 min
  3. Geopolitics, Market Sentiment, & More

    JAN 29

    Geopolitics, Market Sentiment, & More

    In this episode of The Swiss View: Geopolitics, Market Sentiment, and More, Jess Roberson and Urs Vrijhof-Droese examine how European and other markets have responded to major geopolitical and economic developments since the start of 2026. As global events continue to shape investor psychology, Jess and Urs explore shifting market sentiment across Europe, highlighting how political uncertainty, regional economic resilience, and evolving risk perceptions may be influencing equity, fixed income, and currency markets. The discussion places these market reactions within a broader macroeconomic and geopolitical context, comparing Europe’s measured, long-term approach with heightened volatility in the U.S. markets. From inflation expectations to policy signals and cross-border capital flows, the episode offers a distinctly Swiss perspective on how investors are navigating the early months of 2026. 📞 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 ℹ️ 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.

    15 min

  4. JAN 29

    U.S. Citizens & Swiss Inheritance: What You Need to Know About Cross-Border Estate Planning

    In this episode of Swiss Money Secrets, WHVP’s Jess Roberson and Jamie Vrijhof-Droese welcome Daniel Gabrieli, Partner at Wenger Plattner, for an in-depth discussion on how Swiss inheritance law affects U.S. citizens. Together, they unpack one of the most fascinating—and often overlooked—areas of cross-border planning: the legal framework governing inheritance between the United States and Switzerland. At the heart of the conversation is the oldest cross-border agreement in Swiss history that remains in force today, a treaty that continues to shape how inheritance cases are resolved when assets, heirs, or testators span both countries. Daniel provides expert insight into why this agreement still matters, how it is applied in practice, and what U.S. citizens living in Switzerland (or holding Swiss assets) need to understand to avoid costly surprises. Listeners will gain clarity on common misconceptions, real-world planning challenges, and the key considerations that arise when U.S. and Swiss inheritance rules collide. Whether you are an American expat, an advisor working with international families, or simply curious about how centuries-old treaties still impact modern wealth planning, this episode offers practical guidance and valuable perspective. 00:00 Intro 00:29 Swiss cash initiative hitting the ballot box 05:05 Introduction to Daniel Gabrieli 08:07 What happens with real estate assets and other assets of a U.S. person in Switzerland when they pass away? 10:03 The oldest treaty between the U.S. and Switzerland concerns Friendship, Commerce, and Extradition. 12:51 How are bank accounts handled in the present day? 15:58 U.S. Inheritance Law vs. Swiss Inheritance Law: the choices that are there for Americans 29:15 Forced Heir-ship Laws in Switzerland 31:46 Can Trusts own real estate in Switzerland? 34:10 Final thoughts 46:07 Outro 📞 Contact Daniel Gabrieli, Partner at WengerPlattner Email: daniel.gabrieli@wenger-plattner.ch Telephone: +41 43 222 38 00 Website: https://wenger-plattner.ch/en/team/gabrieli-daniel/ LinkedIn: https://www.linkedin.com/in/daniel-gabrieli-7b397a214/ 📞 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.

    37 min

  5. 12/18/2025

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

    12/11/2025

    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

  7. 11/28/2025

    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

  8. 11/27/2025

    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
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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 - 2026
  • Episodes
    118
  • Rating
    Clean
  • Copyright
    © WHVP
  • Show Website
    Swiss Money Secrets

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