Swiss Money Secrets

Building a portfolio is not just about finding attractive investments. It is also about understanding the investor, separating short-term noise from long-term developments, and maintaining discipline when markets become emotional.In this episode of Swiss Money Secrets, Jess Roberson and Jamie Vrijhof sit down with Dr. Barbara Kasper to explore portfolio construction from both the professional and private-investor perspective.They discuss investor psychology, fundamentals, market cycles, debt and cash flow, U.S. home bias, international diversification, and the challenges of investing during periods dominated by themes such as AI and geopolitical uncertainty.Dr. Kasper also shares her perspective on gold and cryptocurrencies, the importance of understanding what you own, and why investors should focus less on predicting every market move and more on building a strategy they can maintain.Dr. Barbara Kasper has international experience in banking, finance research, portfolio construction, and family office investing across Europe and the United States.Connect with Dr. Barbara Kasper on LinkedIn:https://www.linkedin.com/in/barbara-h-m-dr-kasper-mba-1384921a3/Watch the full episode on YouTube:https://youtu.be/uwUwqBIbiCIThis content is for informational purposes only and does not constitute investment advice or a recommendation to buy or sell any security. Investing involves risks, including possible loss of principal.

The Federal Reserve has raised interest rates by 25 basis points as inflation remains elevated, while central banks around the world continue to weigh price pressures, economic growth and the impact of higher energy costs.In this episode of The Swiss View, Jess Roberson and Urs Droese discuss the latest central-bank decisions, continued disruption around the Strait of Hormuz, oil supply, and the recent strength of the U.S. dollar.They also take a step back from the short-term moves to consider the bigger picture: how currencies behave across different time horizons, why geopolitical uncertainty can influence demand for the dollar, and why international and currency diversification can still matter even during periods of U.S. dollar strength.The Swiss View brings a Swiss perspective to the economic and market developments shaping international investors.This content is for informational purposes only and does not constitute investment advice or a recommendation to buy or sell any security.

Swiss bank accounts are illegal for Americans. They are anonymous. You need to be a billionaire. Opening one automatically triggers an IRS audit.These are some of the misconceptions that still come up when Americans explore Swiss banking and international wealth management.In this episode of Swiss Money Secrets, Jess Roberson, Jamie Vrijhof and Urs Droese take on 12 common myths and explain what Swiss wealth management for U.S. persons actually looks like today.The myths covered:0:00 - Intro05:45 - Myth #1: Swiss banking is illegal for Americans and is used for tax evasion07:40 - Myth #2: Offshore banking is becoming obsolete11:38 - Myth #3: Swiss wealth management is only for billionaires13:45 - Myth #4: Swiss bank accounts are anonymous15:39 - Myth #5: The U.S. is the only worthwhile investment market21:21 - Myth #6: The U.S. dollar and U.S. economy are so dominant that international diversification is unnecessary24:56 - Myth #7: Opening a Swiss account automatically triggers an IRS audit26:28 - Myth #8: A U.S. broker can provide exactly the same international investment access32:00 - Myth#9: A foreign account allows Americans to invest in anything outside the U.S.35:59 - Myth #10: Holding assets in Switzerland automatically creates Swiss income or wealth tax36:48 - Myth #11: Opening and maintaining a Swiss account requires frequent travel to Switzerland38:07 - Myth #12: Moving assets offshore means losing control of your moneyThe discussion also looks at currency exposure, direct international investing, portfolio diversification, account ownership, compliance, and why working with professionals who understand U.S. cross-border requirements matters.Wondering what it actually costs to work with WHVP?Our current account minimums, management fees and service structure are published transparently on our website:https://whvp.ch/servicesHave questions about whether Swiss wealth management could be relevant for your situation?Schedule a free 45-minute consultation with our team:https://whvp.ch/get-startedWHVP AG is regulated in Switzerland by FINMA and is an SEC-registered investment adviser.Disclaimer: This content is for informational purposes only and does not constitute investment advice, legal advice, tax advice, or an offer or solicitation to buy or sell any security. Account eligibility, investment restrictions, tax treatment and reporting obligations depend on individual circumstances. WHVP is not a tax adviser. U.S. persons should consult qualified tax and legal professionals regarding their individual cross-border obligations. Investing involves risks, including possible loss of principal.#SwissBanking #WealthManagement #InternationalInvesting #AmericansAbroad #WHVP

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.

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