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. Central Banks Caught In A Pickle

    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.

    20 min

  2. MAR 26

    What is a Stablecoin? Swiss Safe-Haven Currency Explained

    In this episode of Swiss Money Secrets, we sit down with Johannes Kern, Managing Director of Frankencoin Association, to unpack how stablecoins work and what makes Switzerland such a powerful safe-haven for stability.​ You’ll learn what a stablecoin actually is and how it represents a “digital twin” of a stable asset. We also dive into Switzerland’s long history of armed neutrality, how that shapes decisions like blocking certain US military flights related to the current conflict in Iran, and why this geopolitical stance has helped build the Swiss franc’s reputation as “Swiss steel” over the last 200+ years.​ Whether you’re exploring offshore banking, international diversification, or the future of money on blockchain, this conversation gives you a grounded Swiss perspective on stability, sovereignty, and sound currency. 00:00 Intro 0:38 Swiss News on US-Iran conflict 06:00 Guest intro: Johannes Kern, Managing Director, Frankencoin Association 08:30 Why Swiss franc? Safe-haven currency and “Swiss steel” reputation​ 16:00 How neutrality and policy decisions shape investor trust in the Swiss franc​ 20:00 Swiss monetary culture​ 25:00 Designing a Swiss franc stablecoin: backing, reserves, and regulatory expectations​ 30:00 Use cases: payments, cross-border transfers, and offshore wealth planning​ 37:00 ​Final thoughts: future of Swiss stablecoins and Switzerland’s role in digital money Connect with Johannes Kern, Managing Director @ Frankencoin Association LinkedIn: https://www.linkedin.com/in/johanneskern93/ 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 US 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 US 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
  3. Navigating Wars and Markets

    MAR 17

    Navigating Wars and Markets

    In this episode of Swiss View, Jess Roberson and Urs Droese take a timely deep dive into how global markets and economies are reacting to the escalating conflict with Iran. As geopolitical tensions intensify, financial markets have been anything but calm. From sharp rises in oil prices to increased volatility across equities and bonds, the ripple effects are being felt worldwide. Energy markets in particular have surged amid supply fears, while broader markets have swung between resilience and risk-off sentiment as investors reassess the global outlook. But beyond the numbers, Jess and Urs explore something equally important: the psychology of investors in uncertain times. Why do fear and optimism often coexist in volatile markets? How do emotions shape decision-making when headlines drive sudden market moves? And what patterns tend to emerge when uncertainty becomes the dominant force? Blending macroeconomic insights with behavioral finance, this episode offers listeners a clear, grounded perspective on navigating turbulence—whether you're a seasoned investor or simply trying to make sense of a rapidly changing world. Tune in for a thoughtful conversation on risk, resilience, and the human side of markets. 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

  4. 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
  5. 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
  6. 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

  7. 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

  8. 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
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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
    121
  • Rating
    Clean
  • Copyright
    © WHVP
  • Show Website
    Swiss Money Secrets

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