HeyJaredSwiss Asset Management Talk
We are a Swiss registered investment advisor specialized in serving US clients. In this podcast, we are going to talk to different people in the financial industry and explore topics related to offshore banking and wealth management. Learn more about us at www.whvp.ch
- Indexed episodes, last 90 days
- 6
- Latest publication
- Sep 24, 2026
- Audience
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- Earliest in this view
- Jul 9, 2026
Latest episodes
How to Build a Portfolio Without Chasing the Headlines | Dr. Barbara Kasper (opens the original)
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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
Fed Hikes, Oil Supply & the U.S. Dollar (opens the original)
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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 conside
12 Myths About Swiss Banking - Debunked (opens the original)
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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 - Intro05:4
Strait of Hormuz, Yen Carry Trade & the U.S. Dollar (opens the original)
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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
The Biggest U.S. Tax Mistakes Americans Make With International Wealth (opens the original)
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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-
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