In this episode of Swiss Money Secrets, the team sits down to discuss the often misunderstood world of private banks in Switzerland and Liechtenstein, along with an overview of what account opening looks like for Americans and how they can prepare for it. On the episode, WHVP’s Jess Roberson and Jamie Vrijhof-Droese are joined by WHVP's newest member, Executive Assistant, Alisa Bekteshi, who is a rising talent in the private banking and wealth management world for Americans looking to open an account offshore.
For the curious investor and those looking to navigate turbulent times, this episode offers clear, practical insight for your due diligence when considering offshore banking and investing. It will help you understand the account-opening process and give you valuable lived experience from industry insiders who work day in and out to deliver clients the best service possible while tirelessly working to make the challenging parts of offshore investing and banking smooth and understandable.
00:00 Intro
00:50 Swiss spices turn American
05:05 Introduction to Alisa Bekteshi
07:15 Understanding Swiss & Liechtenstein private banks
16:20 Client experience of working with a Swiss RIA
21:29 Why does KYC matter for opening an account
27:55 Avoid these mistakes for a smooth account opening process
31:46 How to prepare for an account opening
33:27 Behind the scenes: what we are doing for you
39:54 Outro
📞 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.
