Swiss Money Secrets

WHVP
  • 5.0 (1)
  • Investing
  • Updated Monthly

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. 1d ago

    Strait of Hormuz, Yen Carry Trade & the U.S. Dollar

    Global markets are being pulled in several directions at once. In this edition of The Swiss View, Jess Roberson and Urs Droese discuss the continued uncertainty surrounding the Strait of Hormuz, the Japanese yen carry trade, the relationship between Japan and U.S. Treasury markets, central-bank policy, gold, and the recent strength of the U.S. dollar. They also examine the Swiss franc and why short-term currency movements should be considered within a much longer-term economic picture. Recorded August 12, 2026. This content is for informational purposes only and does not constitute investment, legal, or tax advice or a recommendation to buy or sell any security. Investing involves risks, including possible loss of principal. Views reflect information available at the time of recording and may change.

  2. 1d ago

    The Biggest U.S. Tax Mistakes Americans Make With International Wealth

    In this episode of Swiss Money Secrets, Jess Roberson and Jamie Vrijhof sit down with Darlene Hart from U.S. Tax & Financial Services to discuss the biggest U.S. tax mistakes Americans make when holding wealth internationally. The conversation covers why U.S. citizens are generally taxed on worldwide income, what Americans need to know about foreign bank account reporting, and why FBAR, FATCA, and Form 8938 matter when holding assets outside the United States. Darlene also explains common cross-border tax issues involving foreign pensions, trusts, wills, probate, U.S. estate tax exposure, and foreign entities. The episode then explores PFICs, or Passive Foreign Investment Companies, and why foreign mutual funds, ETFs, startups, and non-U.S. investment structures can create complex tax consequences for U.S. persons. A key takeaway from the discussion is that international wealth planning is not only about where assets are held. It is also about proper reporting, tax coordination, estate planning, and making sure tax, legal, and wealth management advisers communicate with each other. This episode is especially relevant for Americans abroad, U.S. persons with foreign accounts, and internationally connected families who want to better understand the tax considerations that may come with cross-border wealth. Topics covered:U.S. worldwide taxation, FBAR, FATCA, Form 8938, PFICs, foreign pensions, Swiss bank accounts, cross-border estate planning, U.S. estate tax, foreign investment funds, and international wealth planning. Disclaimer:This podcast is for informational purposes only and does not constitute investment advice, legal advice, tax advice, accounting advice, estate planning advice, or a recommendation to buy or sell any security. WHVP AG is regulated in Switzerland by FINMA and is an SEC-registered investment adviser. U.S. persons and internationally connected clients should consult qualified tax, legal, and estate planning advisers regarding their individual circumstances. U.S. tax mistakes, international wealth, Americans abroad, U.S. expat tax, FBAR, FATCA, Form 8938, PFIC, foreign bank accounts, foreign pensions, cross-border tax planning, Swiss bank account, Swiss banking for Americans, international wealth planning, U.S. estate tax, foreign investment funds, Americans with foreign accounts, tax reporting for Americans abroad

  3. Jul 9

    Why Are Markets So Fragile?

    Why are markets so fragile right now? Jess Roberson and Urs Droese break down what has moved in the economy and where markets may head into the summer and the US midterms. They cover the US dollar's recent strength within a longer-term downward trend, the role of oil and gold, Switzerland's low inflation and unemployment, Europe's growth challenge, the Federal Reserve's new tone under Chair Warsh, and why stretched AI valuations and a wave of IPOs call for discipline and careful risk management. WHVP AG is regulated by FINMA and is an SEC-registered investment adviser. For informational purposes only. Not investment, tax, or legal advice.

  4. Jun 25

    What Makes Swiss Wealth Management Different?

    What actually sets Swiss wealth management apart? In this episode of Swiss Money Secrets, Jamie Vrijhof and Jess Roberson are joined by Vivien Jain, CEO of the Swiss Association of Independent Wealth Managers, for a wide-ranging conversation about the Swiss model and where the industry is heading. The discussion opens with two timely topics: a recent Boston Consulting Group report suggesting Hong Kong has overtaken Switzerland as a cross-border wealth hub, and a Financial Times report that gold has overtaken the US dollar as the most highly allocated reserve asset among central banks. Vivien, Jamie, and Jess put both into context. From there, the conversation turns to the world of independent wealth management: - What an independent wealth manager actually is, and how it differs from a bank- Why the limited power of attorney model matters for client security- The size and growth of Switzerland's independent wealth management industry- Why US persons typically need to work with an SEC-registered independent manager rather than a bank directly- How Swiss banking secrecy actually works today, and why it does not apply to tax authorities such as the IRS- The role of trust, privacy culture, and cybersecurity in protecting clients About our guest: Vivien Jain is the CEO of the Swiss Association of Independent Wealth Managers, which represents around 1,400 independent wealth managers across Switzerland and celebrates its 40th anniversary this year. Contact WHVPWebsite: https://whvp.ch/Email: info@whvp.chTelephone: +41 44 315 77 77Schedule a Meeting: https://whvp.ch/get-startedAbout WHVPWHVP 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.

  5. May 28

    History of U.S. Government Defaults: Gold, Debt and the Digital Dollar

    In this episode of Swiss Money Secrets, Jess Roberson, Jamie Vrijhof and Urs Droese explore one of the most pressing questions in global finance: will the US default on its debt and has it already done so in the past?The conversation begins with a look at Switzerland's position as the world leader in AI research per capita, before diving into the main topic. Jess Roberson, Jamie Vrijhof and Urs Droese walk through the historical moments that reshaped the US monetary system: the 1933 gold revaluation under FDR, the 1971 Nixon shock and the end of Bretton Woods, and the 1979 gold revaluation, examining whether each represented a quiet form of default through monetary manipulation rather than an outright failure to pay.From there the discussion moves to today: the US debt is growing at an unsustainable pace, foreign holders are dropping treasury bills, and one in every five government dollars is now spent on interest payments alone. The team explores the possible paths forward, including a return to the gold standard, the rise of stablecoins backed by treasury bills, and what a shift to a multipolar reserve currency world could look like.The episode closes with a practical message for American investors: regardless of how the monetary system evolves, diversification and currency consideration are essential tools for protecting purchasing power across generations.Contact WHVPWebsite: https://whvp.ch/Email: info@whvp.chTelephone: +41 44 315 77 77Schedule a Meeting: https://whvp.ch/get-startedAbout WHVPWHVP 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.

  6. May 12

    Are We Experiencing Stagflation?

    In this episode of The Swiss View, Urs and Jess explore the economic realities shaping the United States, the European Union, and Switzerland. The conversation moves from GDP performance and what it reveals about the strength of each economy to the everyday impact Americans are feeling at the gas pump, tying it all back to the global price of oil per barrel and the broader energy market. Along the way, they unpack the increasingly difficult position central banks find themselves in as they try to balance inflation, interest rates, slowing growth, and market stability. With a Swiss perspective on global economics, the discussion offers a thoughtful look at the pressures facing policymakers and consumers alike in an uncertain financial environment. 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.

    Are We Experiencing Stagflation?

  7. Apr 30

    The Swiss Private Bank and Wealth Management Experience

    In this episode of Swiss Money Secrets, the team sits down to discuss the often misunderstood world of private banks in Switzerland and Liechtenstein, along with an overview of what account opening looks like for Americans and how they can prepare for it. On the episode, WHVP’s Jess Roberson and Jamie Vrijhof-Droese are joined by WHVP's newest member, Executive Assistant, Alisa Bekteshi, who is a rising talent in the private banking and wealth management world for Americans looking to open an account offshore. For the curious investor and those looking to navigate turbulent times, this episode offers clear, practical insight for your due diligence when considering offshore banking and investing. It will help you understand the account-opening process and give you valuable lived experience from industry insiders who work day in and out to deliver clients the best service possible while tirelessly working to make the challenging parts of offshore investing and banking smooth and understandable. 00:00 Intro 00:50 Swiss spices turn American 05:05 Introduction to Alisa Bekteshi 07:15 Understanding Swiss & Liechtenstein private banks 16:20 Client experience of working with a Swiss RIA 21:29 Why does KYC matter for opening an account 27:55 Avoid these mistakes for a smooth account opening process 31:46 How to prepare for an account opening 33:27 Behind the scenes: what we are doing for you 39:54 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 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.

  8. Apr 10

    Central Banks Caught In A Pickle

    In this episode of Swiss View, Jess Roberson and Jamie Vrijhof unpack the growing dilemma facing central banks as global uncertainty continues to mount. They begin with the fragile US-Iran ceasefire—asking the key question: will it hold, even in the short term? The discussion explores potential market and economic consequences if tensions re-escalate, and how quickly sentiment can shift in such a volatile geopolitical environment. Turning to monetary policy, Jess and Urs examine where major central banks are heading next. With interest rate paths becoming increasingly unclear, they discuss the balancing act between controlling inflation and supporting economic growth. Closer to home, the episode dives into the recent uptick in inflation in Switzerland and what it could mean for policy decisions going forward. The conversation also highlights developments in the Swiss franc, including the growing challenge of international scrutiny—particularly from the United States—around Switzerland’s currency practices. Blending geopolitics, macroeconomics, and market insight, this episode sheds light on the difficult position central banks find themselves in—and what it means for investors navigating an uncertain landscape. 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.

    Central Banks Caught In A Pickle
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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
    128
  • Rating
    Clean
  • Copyright
    © WHVP
  • Show Website
    Swiss Money Secrets