Shows
Swiss Asset Management TalkInflation, Interest Rate Hikes, and a RecessionIn this episode of the WHVP podcast, the team sits down to discuss the differences between the U.S. and Switzerland when it comes to inflation, interest rates, and recession definitions. The team will start the podcast off by discussing the recent celebration of Swiss National Day, the equivalent of Independence Day in the U.S... We hope you enjoy it.
Appearances:
Jamie Vrijhof-Droese, Managing Partner
Urs Vrijhof-Droese, Managing Partner
Jess Roberson, Executive Assistant
Disclaimer: All posts and publications are for your information only...
2022-08-0428 min
Swiss Asset Management TalkThe Federal Reserve Vs. The Swiss National BankIn this episode of the WHVP podcast, the WHVP team sits down to discuss On this episode of the podcast, the WHVP team sits down to discuss the Federal Reserve and the Swiss National Bank. The podcast will cover a brief history of the Federal Reserve and the Swiss National Bank, the roles they play today, and a discussion on the most recent Consumer Price Index data. We hope you enjoy it.
00:00 Intro
00:41 CPI Data Discussion
07:53 Brief History of The Fed
12:06 Brief History of The SNB
16:00 Actions...
2022-06-2929 minSwiss Asset Management TalkWhat We Love About AmericansOn this episode of the WHVP podcast, the WHVP team sits down to discuss everything we love about working with Americans. The podcast will cover a variety of subjects about what we appreciate about American Culture and the people who make up the country. We will also discuss the news of the Swiss Parliament rejecting the motion to revise the Swiss Bank Secrecy Act.
00:00 Intro
00:40 Swiss Parliament rejection to Revise the Swiss Bank Secrecy Act
05:52 Background of WHVP Wanting to Work with Americans
10:57 The Qualities We Like about America and Americans
14:00 Business Inte...
2022-06-2222 minSwiss Asset Management TalkPrivate Placement Life Insurance (PPLI)On this episode of the podcast, Jamie Vrijhof-Droese sits down to interview Daniel Koller of 1291 Group about Private Placement Life Insurance (PPLI). The podcast will cover a variety of subjects on the subject of PPLIs, such as privacy and asset protection. Daniel will also give his legal perspective on the regulatory changes that are taking place in the Swiss financial services sector. We hope you enjoy it.
Learn more about us: www.whvp.ch
Learn more about us 1291 Group: www.1291group.com/
Apprences:
Daniel Koller, of 1291 Group and WHVP Head of Legal & Compliance
2022-06-1525 minSwiss Asset Management TalkAll Things CryptoOn this episode of the WHVP podcast, Managing Partner Jamie Vrijhof-Droese sits down with Managing Director of 21 Shares, Sina Meier, to discuss “All Things Crypto.” In the podcast, Sina will discuss her journey to working in the crypto industry and what 21 Shares are offering the world of Crypto. Jamie and Sina will also cover the differences between holding ETPs and crypto currencies directly, and much more. Sina ends the episode with a message for people thinking about crypto investments. We hope you enjoy it.
To learn more about us at WHVP, check out our homepage at https://whvp.ch/!
2022-05-1819 minSwiss Asset Management TalkThe Swiss Bank Secrecy ActOn this episode of the WHVP podcast, the WHVP team sits down to discuss the Swiss Bank Secrecy Act. The podcast will cover the history of Banking Privacy in Switzerland, what it means for Americans using Swiss banking today, and a discussion on the difference between data privacy laws in Switzerland and Europe compared to the United States.
To learn more about us at WHVP, check out our homepage at https://whvp.ch/!
Learn more on Fabian Dutli at https://whvp.ch/about/giving-back or https://fabiandutli.ch/!
Appearances:
Ja...
2022-05-0423 minSwiss Asset Management TalkFinding a Registered Investment Advisor in SwitzerlandOn this episode of the WHVP podcast, Managing Partner Jamie Vrijhof-Droese sits down with the founder of AW Switzerland, Anne Liebgott, to discuss “Finding a Registered Investment Advisor (RIA) in Switzerland.” In the podcast, Anne will discuss her journey to establishing AW Switzerland. Jamie and Anne will also talk about the various aspects of finding an Investment Advisor, such as the due diligence and administration involved, the motivation for having assets in Switzerland, and much more. We hope you enjoy it.
To learn more about us at WHVP, check out our homepage at https://whvp.ch/!
To learn...
2022-04-0621 minSwiss Asset Management TalkThe Swiss Financial CentreThis new episode of season three of the WHVP podcast will be on the Swiss Financial Centre. The Swiss Financial Centre is a place that has long been the gold standard of banking services and helping individuals preserve and build their wealth. Despite the ever-increasing regulation internationally when it comes to the financial industry, Switzerland remains a leader in the world of finance. Before we jump into the topic, we will talk about the awards WHVP received for 2022 and how the war in Ukraine is impacting Europe.
To learn more about us at WHVP, check o...
2022-03-2427 minSwiss Asset Management TalkU.S. Taxes While Living AbroadOn this episode of the WHVP podcast, Managing Partner Jamie Vrijhof-Droese sits down with U.S. Tax Specialist Patrick Hoza to discuss “U.S. Taxes While Living Abroad.” In the podcast, Patrick will discuss his journey to becoming a U.S. Tax Specialist for Americans living in foreign countries. Jamie and Patrick will also talk about the tax implications Americans face in investing abroad and also non-U.S. persons face when investing in the U.S.A. We hope you enjoy it.
To learn more about us at WHVP, check out our homepage at https://whvp.ch/!
To l...
2022-03-0917 minSwiss Asset Management TalkSwiss Trust LawIn this new episode of season three of the WHVP podcast will be on the proposed Trust Bill Draft to Switzerland's government. We will discuss the Background of Trust law in Switzerland, how the change could affect the financial center of Switzerland, and the potential benefit the bill would bring to people looking to structure their wealth. Before we jump into the topic, we will talk about how the Swiss is planning on lifting current pandemic restrictions inviting normal life to return to Switzerland.
To learn more about us at WHVP, check out our homepage at https...
2022-02-1722 minSwiss Asset Management TalkMigration to SwitzerlandOn this episode of the WHVP podcast Managing Partner Jamie Vrijhof-Droese sits down with Alisa Burkhard, Attorney at Law and one of the founders of Flyingllawyers to discuss “Migration to Switzerland.” In the podcast, Alisa will share her incredible journey of migration to Switzerland and overcoming the challenges of studying and practicing law in Switzerland. Jamie and Alisa will also talk about some of the options American’s have in migrating to Switzerland and the cultural differences that the two countries have from one another. We hope you enjoy it.
To learn more about us at WHVP, check...
2022-02-0328 min
Thinking Like a BankEpisode 45: Swiss Banking? With Jamie Vrijhof-DroeseJamie Vrijhof-Droese is a cross-border wealth management expert, public speaker, and writer. She heads the business development of WHVP and advises a group of international clients with respect to international diversification and asset protection. She is a board member of the Swiss Association of Wealth Managers, the central agency for independent wealth managers in Switzerland.
Jamie started her banking career back in 2009 at Credit Suisse, where she worked in different departments, amongst others in Credit Risk Management, Consumer Finance, and Private Banking. Her experience is topped off with several years of working experience as a Financial Planner...
2022-01-2626 minSwiss Asset Management TalkThe Swiss-U.S. RelationshipThe first episode of season three of the WHVP podcast will be on the relationship between Switzerland and the USA. We will discuss the history of Swiss and USA relations, how the countries have influenced each other, and the connection between the countries at present. Before we jump into the topic, we will talk about how the Swiss economy has navigated the financial crisis of the pandemic.
To learn more about us at WHVP, check out our homepage at https://whvp.ch/!
WHVP Team:
Jamie Vrijhof-Droese, Managing Partner
Urs Vrijhof-Droese, Managing P...
2022-01-1925 min
The Alternative Investing AdvantageEpisode 15: Use Your IRA to Invest Internationally with Jamie Vrijhof-DroeseIn this episode Alex is joined by Jamie Vrijhof-Droese who heads the business development of WHVP and advises a group of international clients with respect to international diversification and asset protection. Together they will discuss how you can use your IRA to invest internationally. Alex shares the market recap for the week of 1/17/2022 and what a HSA is and if opening one is the right strategy for you.
If you’re interested in being a podcast guest speaker or have questions get in touch with us at Podcast@AdvantaIRA.com.
Learn more about Advanta IRA:
Website: https://ww...
2022-01-1944 minSwiss Asset Management TalkRisk ManagementThe new episode of the WHVP podcast is on risk management. We will discuss the definition of risk management, how to deal with risk in a portfolio, and the due diligence of risk management. Before we jump into the topic, we will talk about the newly elected president of Switzerland.
To learn more about us at WHVP, check out our homepage at https://whvp.ch/!
WHVP Team:
Jamie Vrijhof-Droese, Managing Partner
Urs Vrijhof-Droese, Managing Partner
Jess Roberson, Executive Assistant
2021-12-1529 minSwiss Asset Management TalkWhat Is The Big Deal With Gold?The new episode of the WHVP podcast is on gold as an investment. We will discuss the historical context of gold and the advantages and challenges gold brings to a portfolio. Before we jump into the topic, we will update you on how the trip to the USA is going for Jamie and Urs.
To learn more about us at WHVP, check out our homepage at https://whvp.ch/!
WHVP Team:
Jamie Vrijhof-Droese, Managing Partner
Urs Vrijhof-Droese, Managing Partner
Jess Roberson, Executive Assistant
Disclaimer: All...
2021-12-0124 minSwiss Asset Management TalkSocially Responsible InvestingThe new episode of the WHVP podcast is on socially responsible investing (SRI). We will discuss the pros and cons of SRI and discuss its usefulness. Before we jump into the topic, we will discuss some World Cups news for Switzerland and one of the WHVP team members representing Switzerland in an international sports competition. We will also give an update on the WHVP trips to the USA.
To learn more about us at WHVP, check out our homepage at https://whvp.ch/!
WHVP Team:
Jamie Vrijhof-Droese, Managing Partner
Urs Vrijhof-Droese, M...
2021-11-1723 minSwiss Asset Management TalkIncoming Regulation For The Swiss Financial IndustryThe new episode of the WHVP podcast is on the new regulations—FinSA and FinIA—coming into effect in Switzerland. The podcast discusses the new rules that will be put into place to oversee the Swiss financial sector and how they will affect the asset management industry in the country. Before jumping into the topic, the team talks about the recent news that Finma—the governing body of the new regulations—announced their new CEO.
To learn more about us at WHVP, check out our homepage at https://whvp.ch/!
WHVP Team:
Jamie Vrijhof...
2021-11-0325 minSwiss Asset Management TalkInvestment StrategiesThis new episode of the WHVP podcast is on investment strategies. The podcast is a discussion on the various types of investment strategies that can be selected and the considerations that need to be taken when determining the best fit for an investor. Before jumping into the topic, the team talks about the recent news on the Swiss government's plan for a sustainable future in energy production. We also have an update on WHVP's upcoming US trips.
To learn more about us at WHVP, check out our homepage at https://whvp.ch/!
WHVP Team:
2021-10-2033 minSwiss Asset Management TalkAsset ProtectionThis new episode of the WHVP podcast is on asset protection. The podcast is a discussion on the reasons for and various layers of asset protection. It also includes a description of how WHVP services help in this process with clients. Before jumping into the topic, the team talks about the USA opening its borders to Europeans, WHVP's upcoming trips to the US, and the "Pandora papers."
To learn more about us at WHVP, check out our homepage at https://whvp.ch/!
WHVP Team:
Jamie Vrijhof-Droese, Managing Partner
Urs Vrijhof-Droese, Managing...
2021-10-0622 minSwiss Asset Management TalkServing U.S. Clients For 30-YearsThe new episode of the WHVP podcast is a special one as the WHVP team will talk about the 30th-anniversary WHVP. The podcast includes the 30-year history of WHVP with an inside view of the secession of WHVP to the next generation. Then the team will discuss the foundational values of WHVP, its future outlook, and the company as a whole. Before jumping into the topic, the team talks about two awards that WHVP was given in 2021.
To learn more about us at WHVP, check out our homepage at https://whvp.ch/!
WHVP Team:
2021-09-2120 minSwiss Asset Management TalkThe Bretton Woods SystemBefore discussing The Bretton Woods System, the WHVP team will talk about the 30th-anniversary event coming up for WHVP. The podcast includes a brief explanation of the Bretton Woods System, a brief historical summary of the topic, advantages that the system created, and some of the disadvantages to the system, and finally, the team will discuss the topic in further detail.
To learn more about us at WHVP, check out our homepage at https://whvp.ch/!
WHVP Team:
Jamie Vrijhof-Droese, Managing Partner
Urs Vrijhof-Droese, Managing Partner
Jess Roberson, Executive Assis...
2021-09-2118 minSwiss Asset Management TalkGenerational Wealth and Family GovernanceBefore discussing generational wealth and family governance, the WHVP team discusses the historic performance of the Swiss national team at the Tokyo Olympics. The podcast includes a brief explanation of generational wealth and family governance, some organizational aspect of generational wealth, how to talk to family members about generational wealth, and then discusses the topic in further detail.
To learn more about us at WHVP, check out our homepage at https://whvp.ch/!
WHVP Team:
Jamie Vrijhof-Droese, Managing Partner
Urs Vrijhof-Droese, Managing Partner
Jess Roberson, Intern
2021-08-1827 min
Riches in the Niches Investor PodcastSwitzerland Investment Diversification with Jamie Vrijhof-DroeseJamie Vrijhof-Droese is a Managing Partner at WHVP LTd. Based in Zurich, Switzerland, WHVP is a full-service Financial Advisor that specializes in helping US clients internationally diversify their money and add a layer of asset protection to their wealth. Jamie and Richard talk about Currency Alternatives to the US dollar, busting myths around Offshore Investing, and Switzerland as an Offshore Financial Jurisdiction. They also talk about the Next Generation of Wealth and discuss some differences in how Men and Women value Financial Advisors. To learn more about WHVP check out whvp.ch/. You can reach J...
2021-08-1736 minSwiss Asset Management TalkGlobal Minimum Corporate TaxBefore discussing the global minimum corporate tax, the WHVP team discusses an interesting rumor about a Swiss shoe company. The podcast includes a brief explanation of the tax reform proposed, a brief history of corporate taxation, advantages and disadvantages of the global minimum corporate tax, and then discusses the topic in further detail.
To learn more about us at WHVP, check out our homepage at https://whvp.ch/!
WHVP Team:
Jamie Vrijhof-Droese, Managing Partner
Urs Vrijhof-Droese, Managing Partner
Jess Roberson, Intern
2021-08-0428 minSwiss Asset Management TalkWealth Managers and Expansionary PoliciesThe WHVP team discusses their weekend activities quickly before discussing the roles of wealth managers and how to best determine if a particular wealth manager is a right fit for you. The financial principle for this week's podcast is expansionary policies.
To learn more about us at WHVP check out our homepage at https://whvp.ch/!
WHVP Team:
Jamie Vrijhof-Droese, Managing Partner
Julia Fernandez, Managing Partner
Jess Roberson, Intern
2021-07-2130 minSwiss Asset Management TalkBonds and Contractionary PoliciesThe WHVP team discusses their weekend activities quickly before discussing what bonds do and why they are important. The financial principle for this week's podcast is contractionary policies.
To learn more about us at WHVP check out our homepage at https://whvp.ch/!
WHVP Team:
Jamie Vrijhof-Droese, Managing Partner
Urs Vrijhof-Droese, Managing Partner
Julia Fernandez, Managing Partner
Jess Roberson, Intern
2021-07-1429 minSwiss Asset Management TalkESG Investments and DiversificationThe WHVP team discusses their weekend activities quickly before discussing ESG investments and the financial principle of diversification.
To learn more about us at WHVP check out our homepage at https://whvp.ch/!
WHVP Team:
Jamie Vrijhof-Droese, Managing Partner
Urs Vrijhof-Droese, Managing Partner
Julia Fernandez, Managing Partner
Jess Roberson, Intern
2021-07-1424 minSwiss Asset Management TalkThe Swiss Economy and Inflation vs. HyperinflationThe WHVP team discusses the Swiss economy and about the financial principles of inflation and hyperinflation.
To learn more about us at WHVP check out our homepage at https://whvp.ch/!
WHVP Team:
Jamie Vrijhof-Droese, Managing Partner
Urs Vrijhof-Droese, Managing Partner
Julia Fernandez, Managing Partner
Jess Roberson, Intern
2021-06-3024 minSwiss Asset Management TalkRaising Interest RatesThe WHVP team discusses the Fed's announcement about raising the interest rate in 2023.
To learn more about us at WHVP check out our homepage at https://whvp.ch/!
WHVP Team:
Jamie Vrijhof-Droese, Managing Partner
Urs Vrijhof-Droese, Managing Partner
Julia Fernandez, Managing Partner
Jess Roberson, Intern
2021-06-2313 min
Design Your Legacy - Life LessonsGeographical Diversification with Jamie Vrijhof-DroeseBook your Discovery Session today at www.designurlegacy.com/sessions, the ultimate resource to help you define, develop and execute your holistic legacy plan today. Lock in your spot at www.designurlegacy.com/consultation. - Did you know the U.S. dollar has lost more than 40% of its value against other global currencies since 2000? This is why its prudent to speak with a Suisse cross-border wealth management expert. Jamie heads the overall strategy of WHVP and advises a group of international clients with respect to international diversification and asset protection. Jamie co-authored the book “Swiss Money Secrets” in 2018 and holds a Ba...
2021-06-1055 min
Design Your LegacyGeographical Diversification with Jamie Vrijhof-DroeseEnjoy this financial conversation with Mrs. Jamie Vrijhof-Droese of WHVP.Did you know the U.S. dollar has lost more than 40% of its value against other global currencies since 2000? This is why I thought it would be prudent to chat with a Suisse cross-border wealth management expert. Jamie heads the overall strategy of WHVP and advises a group of international clients with respect to international diversification and asset protection. She started her banking career back in 2009 at Credit Suisse, where she worked in different departments, amongst others in Credit Risk Management, Consumer Finance and Private Banking. Her experience is topped...
2021-06-1055 minSwiss Asset Management TalkInterview with Jeff Opdyke, Author at International LivingJeff shares his knowledge of the block chain, crypto currencies and Bitcoin. Learn more about his work at www.internationalliving.com!
2021-02-1926 minSwiss Asset Management TalkInterview with Hangama Wanner, Founder of KayHan SwissHangama shares her life-changing journey fleeing from Afghanistan to Western Europe in the 1980s and how that experience has shaped what she does today. Through her company KayHan Swiss she helps clients with residency by investment, citizenship by investment as well as Swiss financial planning. If you would like to reach out to Hangama please do so over her website www.kayhanswiss.ch or by email hw@kayhanswiss.ch.
2021-02-0317 minSwiss Asset Management TalkInterview with Josh Bennett, Principal of The Law Firm of Josh N. Bennett, Esq, P.A.Josh talks about everything you need to consider when it comes to estate planning and tax planning before the end of 2020. If you want to schedule a call with Josh in order to discuss your estate planing and asset protection, make sure to reach out to him today: www.joshbennett.com or josh@joshbennett.com!
2020-12-1520 minSwiss Asset Management TalkInterview with Klaus Happ, Founder and Managing Director at Frapan Invest CorpKlaus talks about why Panama is a great place for investing in real estate and doing business as well as covering how to obtain residence and citizenship there. You can learn more about Panama and Klaus at www.frapan-invest.com or directly by email: klaus.happ@frapan-invest.com.
2020-12-0721 minSwiss Asset Management TalkInterview with Rainer Nachbauer, Head of Banking for Professionals at Kaiser Partner PrivatbankRainer talks about Liechtenstein as a country and a financial jurisdiction, Kaiser Partner as a banking partner, their experience with US clients and what to consider when selecting a custodian bank. You can learn more about them at: www.kaiserpartner.bank.
2020-11-2420 minSwiss Asset Management TalkInterview with John Mulvey, Managing Director at New Zealand VaultJohn talks about New Zealand as a financial jurisdiction, his vault solutions and bullion services as well as his outlook on the precious metals market. You can learn more about New Zealand Vault on their website: www.nzvault.co.nz or by sending an email to John: mail@nzvault.co.nz.
2020-10-2820 min
Delivering Direction and ControlEpisode 12 - Managing the Funds of Private Clients with Jamie Vrijhof-DroeseIn this episode, David Warren – Co-Founder & Chairman of Bridgeford Trust Company– sits down with guest, Jamie Vrijhof-Droese – Managing Partner at WHVP – for a discussion on WHVP’s origins, focus, and services as well as their work with U.S. citizens. David and Jamie go on to discuss the COVID crisis and its impact on their investment approach.
2020-10-0927 minSwiss Asset Management TalkInterview with David Lesperance, Founder and Principal at Lesperance & AssociatesDavid talks about his service of providing a customized back up plan that consists of a comprehensive citizenship, residence and domicile solution that plans for the worst…while hoping for best. David’s plans fully address potential economic, political, societal and environmental changes that could impact you and your family’s wealth and security. You can learn more about Lesperance & Associates by visiting their website: https://lesperanceassociates.com/ or sending an email directly to David: david@lesperanceassociates.com.
2020-10-0500 minSwiss Asset Management TalkInterview with David Warren, Co-Founder and Chairman at Bridgeford Trust CompanyDavid talks about Bridgeford‘s independent boutique approach, how to select a US trust jurisdiction and why South Dakota is the best option. You can learn more about Bridgeford by visiting their website: www.bridgefordtrust.com.
2020-09-0317 minSwiss Asset Management TalkInterview with Scott Maurer, Director of Business Development at Advanta IRAScott talks about self-directed IRAs, what they are, how they work and how they can be beneficial for you. If you are interested in learning more, feel free to reach out to Scott directly: smaurer@advantaira.com or www.advantaira.com
2020-08-0516 minSwiss Asset Management TalkInterview with Pavla Melkova, Founder and CEO of Taxpat, a Swiss based US Tax Service ProviderPavla talks about what excites here about the tax business, what COVID-19 has changed from a tax perspective and what to consider when investing in an offshore bank account.
2020-06-3020 minSwiss Asset Management TalkInterview with Robert Vrijhof, Founder and CEO of WHVP, a Swiss based Registered Investment AdvisorRob talks about his background and experience in the financial industry as well as his motivation behind the foundation of WHVP. We also cover the advantages of working with a Swiss asset manager and the changes in the financial industry in the past 30 years.
2020-05-2524 min2020-05-2200 min