Wie sind die Öffnungszeiten?

Montag 09:00 - 17:00 Dienstag 09:00 - 17:00 Mittwoch 09:00 - 17:00 Donnerstag 09:00 - 17:00 Freitag 09:00 - 17:00

WHVP Ltd.

Since 1991 we are an independent asset management firm located in Zurich, Switzerland. We are specialized in serving U.S. Our focus is personalized service.

We are a Swiss independent wealth manager dedicated to helping Americans preserve their wealth by combating USD devaluation, gaining access to international investments, and increasing privacy with private banks in Switzerland and Liechtenstein. private clients and are registered with the SEC. We are associated with several first-class private banks in Switzerland and Austria, which act as custodi

an for our client accounts. Our asset management principles are guided by conservative, long-term oriented capital preservation strategies.

19/06/2026

Today, we are celebrating a special milestone: Jess Roberson's 5-year anniversary with WHVP.

Jess is a wonderful example of what we mean when we say our people are what make our business successful.

He joined WHVP as a summer intern and, through hard work, dedication, and a genuine commitment to serving others, has grown into one of our trusted Relationship Managers. Today he works closely with our clients, helping them preserve and protect the wealth they have worked so hard to build, while guiding them through the complexities of international diversification.

What stands out most about Jess is not only his professional growth, but the person he is. His kindness, integrity, strong values, and authentic care for others make him a valued colleague, trusted advisor, and friend. He consistently puts clients first and approaches every relationship with sincerity and dedication.

Jess makes WHVP a better place to work, and we are incredibly grateful to have him as part of our team.

Thank you, Jess, for everything you have brought to WHVP over the past five years. We look forward to many more years working together and serving our clients with the same commitment you bring every day.

Congratulations on this milestone!

18/06/2026

Does your wealth manager have to be local?
In our latest short video, Jamie Vrijhof gives a clear answer, and explains what US investors should keep in mind.

🎬 Watch it here: https://youtu.be/JdwusYHbTGY

This content is for informational purposes only and does not constitute investment, tax, or legal advice. WHVP AG is regulated by FINMA and is an SEC-registered investment adviser.

15/06/2026

Offshore banking is gaining attention among US investors, and not for the reasons many assume.

With federal debt past $34 trillion and inflation eroding purchasing power, more affluent Americans are asking a practical question: how much of their wealth should depend on a single currency, a single legal system, and a single banking market?

Our latest guide breaks down exactly what US clients need in place before opening a Swiss or Liechtenstein account, covering:

✅ Whether offshore banking fits your profile and goals
📋 The legal and tax ground rules for US persons, including FBAR and FATCA
📑 The documentation banks expect, and how to prepare it
🌍 Choosing the right structures, currencies, and partners

Offshore banking, done properly, is a legal tool for diversification and wealth preservation. Not secrecy, not tax evasion. The difference is in the preparation.

Read the full checklist: https://whvp.ch/blog/the-offshore-banking-checklist-what-us-clients-need-before-they-start

11/06/2026

What happens to your Swiss account if something happens to you?

It is one of the most practical questions WHVP receives, and in the latest short video, Jamie Vrijhof & Jess Roberson answer it directly.

The short version: your loved ones reach out, show proof of passing and proof of beneficiary status, and WHVP guides them through each step. But the full picture is a bit more nuanced, including how joint accounts are handled and how we continue managing your assets throughout the transition.

If you have ever wondered what actually happens to a Swiss account when an account holder passes away or becomes incapacitated, this one is worth watching.

🎬 Watch it here: https://youtu.be/7WL-i_l7oT8

This content is for informational purposes only and does not constitute investment, tax, or legal advice. WHVP AG is regulated by FINMA and is an SEC-registered investment adviser.

10/06/2026

Switzerland ranks No. 1 globally in AI talent density, according to the Stanford University 2026 AI Index Report. Over 110 AI researchers and inventors per 100,000 inhabitants, driven by world-class institutions like ETH Zurich and EPFL and a culture of collaboration between research, industry and policy.

AI is no longer a future trend. It is already reshaping how industries operate today.
In finance, AI is transforming how data is analyzed, how risk is assessed, and how investment decisions are made. Organizational AI adoption reached 88% globally in 2025, with generative AI now used in at least one business function at 70% of organizations. In medicine, it is accelerating drug discovery and clinical care. In engineering and manufacturing, it is redefining efficiency and precision. YouTube
Global private AI investment grew 127.5% in 2025. The shift is structural, not cyclical.

Switzerland is not just watching this transformation. It is helping to lead it.

Source: Stanford University AI Index Report 2026

08/06/2026

A look behind the scenes at our WHVP podcast recording.

Jess Roberson and Jamie Vrijhof came together for this session, with a strong focus on preparation, thoughtful discussion, and the details that go into each episode. It’s always great to see the level of coordination and exchange that happens before and during the recording.

While the final episode is now live, there is a lot happening behind the scenes — from aligning on relevant topics to refining key discussion points and ensuring each conversation reflects relevant themes in today’s environment.

These conversations are an important part of how we share insights and stay connected with clients and partners, offering perspectives on current developments and broader trends.

04/06/2026

What can Americans actually hold in a Swiss Offshore account?

It is one of the most practical questions WHVP receives, and in the latest episode of The Swiss View, Jess sits down with Jamie to answer it directly.

The short version: stocks, bonds, precious metals, foreign currencies — and yes, existing US titles can be transferred in. But the full picture is a bit more nuanced, including why WHVP voluntarily excludes the US market from its portfolios and how US regulation affects which non-US products are accessible to American investors.

If you have ever wondered what the investment universe looks like from a Swiss bank account, this one is worth watching.

🎬 Watch it here: https://youtu.be/-roNbiOmNBE

03/06/2026

Another WHVP East Coast trip successfully completed, with stops in Boston and New York.

Jamie Vrijhof has returned from the United States, where she spent time reconnecting in person with clients, prospective clients, and business partners across both cities. Face-to-face conversations remain one of the most valuable parts of what we do, from strengthening long-standing relationships to building new ones and exchanging perspectives on cross-border wealth planning.

We are grateful for the time, trust, and openness of everyone Jamie had the pleasure of meeting. These conversations continue to shape how WHVP thinks about internationally oriented wealth management.

01/06/2026

Get to know Pamela, WHVP's new Office Manager.

From South Africa to Switzerland, Pamela brings a broad international background spanning banking, construction, IT and pharma, along with hands-on experience in marketing, operations and social media. She also happens to speak all 11 official South African spoken languages.

We sat down with her for a quick Q&A to find out:
What drew her to Swiss banking and WHVP specifically
What she finds most fascinating about working in wealth management
How she spends her time exploring Switzerland with her daughter
Curious to know more? Read the full introduction here: https://whvp.ch/blog/meet-pamela-kurasinski-welcoming-our-new-office-manager

29/05/2026

A new chapter also calls for a fresh perspective.

With our move to a new office and the continued growth of our team, we felt it was the right moment to update our team photos. It’s a small change on the surface, but one that reflects a much broader development within WHVP.

Since our last shoot in 2021, the firm has continued to evolve — welcoming new colleagues, expanding our capabilities, and further strengthening how we work together. While many things have changed, what remains constant is the importance of the people behind WHVP.

Refreshing our team photos was not just about new images, but about capturing who we are today — a growing team, built on shared values and a long-term perspective.

Adresse

Schaffhauserstrasse 418
Zürich
8050

Öffnungszeiten

Montag	09:00 - 17:00
Dienstag	09:00 - 17:00
Mittwoch	09:00 - 17:00
Donnerstag	09:00 - 17:00
Freitag	09:00 - 17:00

Telefon

+41443157777

Webseite

http://www.whvp.ch/

Benachrichtigungen

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