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WHVP

WHVP, a Swiss wealth manager, is specialized in serving US clients. WHVP is based in Zurich, Switzerland and is registered with the Securities and Exchange Commission in the US.

With our experience and expertise, we are uniquely qualified to guide international investors through uncertain times. We provide a personalized asset management service focused on conservative, long-term oriented capital preservation and growth strategies, structuring your portfolio to be insulated against U.S. Dollar depreciation and capitalizing on overseas investment opportunities.

About WHVP

WHVP is an independent asset manager, specializing in management of private clients' funds, registered with the SEC in the U.S. and located in the beautiful city of Zurich, Switzerland.

We work with several first-class private banks in Switzerland, Liechtenstein, and Austria, which act as custodian banks for our clients' accounts. We facilitate the best bank account for your personal situation, negotiate with banks on your behalf, and ensure that your instructions are carried out timely and correctly. And we communicate with you on a regular basis.

We work closely with each client, on the basis of personal circumstances, age, time horizon, available capital, investment needs, risk appetite, and any other preferences. Each client maintains an individual and segregated bank account in his/her own name or in the name of a legal entity. Every account is managed separately under an individual, tailor-made mandate. There is never any mingling of assets between clients.

We can also provide expert assistance with your retirement funds, ensuring that your retirement assets can access global markets and a variety of international opportunities. We understand the motivation to globalize retirement assets, and can help you internationalize your retirement assets by placing them with a solid private bank and providing you with individualized Asset Management.

With WHVP, you can rely on dealing with the same person for years. We get to know you and your objectives, and we are experts in dealing with Swiss and Austrian banks on your behalf. We love what we do and can offer you peace of mind and the knowledge that your money is in good and experienced hands.

Our Conditions

  • Asset Management (Personal account, trusts, LLCs or IRAs): Account Minimum US$ 500,000.00 / Management Fee: 0.375% each quarter up to US$5 Mio. (negotiable for larger accounts)
  • Permanent Portfolio (Personal account, trusts, LLCs or IRAs): Account Minimum US$ 250,000.00 / Management Fee: 0.25% each quarter

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