Thinking Like a Bank

Episode 45: Swiss Banking? With Jamie Vrijhof-Droese

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Jamie Vrijhof-Droese is a cross-border wealth management expert, public speaker, and writer. She heads the business development of WHVP and advises a group of international clients with respect to international diversification and asset protection. She is a board member of the Swiss Association of Wealth Managers, the central agency for independent wealth managers in Switzerland.

Jamie started her banking career back in 2009 at Credit Suisse, where she worked in different departments, amongst others in Credit Risk Management, Consumer Finance, and Private Banking. Her experience is topped off with several years of working experience as a Financial Planner specialized in providing tailor-made international insurance and investment solutions. Last but not least she worked as a Project Manager for a boutique consulting firm, as well as a cross-industry association designed to strengthen Switzerland’s start-up ecosystem.

Jamie co-authored the book “Swiss Money Secrets” (Banyan Hill Publishing, 2018) and holds a Bachelor’s degree in Banking and Finance as well as a Master of Business Administration (MBA) from the University of St. Gallen.

This episode talks about:

  • Jamie’s background in wealth management and banking in Switzerland.
  • Potential international solutions for US investors
  • Typical funding requirements when it comes to Swiss banking
  • What to consider before investing in Switzerland or other offshore places?
  • The importance of relationship building and trust in wealth management
  • Asset protection using Swiss banking products/methods?
  • A brief overview on the taxation of international accounts for US investors
  • Typical fees when it comes to investing in a Swiss account
  • Could you borrow against your Swiss Bank funds by leveraging it as collateral?
  • What are the typical rates of return on a Swiss investment (example of one type of investment) account?
  • Can you use a self-directed IRA to own a Swiss account?
  • Do we convert US dollars into other currencies when investing offshore? If so, what are the advantages of doing so?
  • How does one measure the strength of the US dollar?
  • Do you have to physically go to Switzerland to open a Swiss bank account?

    • To connect with Jamie Vrijhof-Droese, please visit:

    👉Website:➡️https://whvp.ch/

    👉Linkedin ➡️ https://www.linkedin.com/in/jamievrijhofdroese/

    👉Email: 📧[email protected]

    👉To learn more about what we do and how we can help you grow more wealth, please visit ➡️ https://finassetprotection.com

    👉You can also schedule a free call with us: ➡️ https://calendly.com/financialservicesins

    📢💡 📚 Free "Thinking Like a Bank" ebook. Learn to think like a bank by downloading a free copy here: ➡️ https://thinkinglikeabank.com

    🚧 👉 **Not intended to be financial advice. Please consult a professional who knows your specific situation.

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