In this episode of Swiss Money Secrets, WHVP’s Jess Roberson and Jamie Vrijhof-Droese sit down with Anne Liebgott, founder of Americans Welcome · Switzerland, the leading independent platform helping U.S. investors understand and access Swiss SEC-registered investment advisors.

Together, they unpack what it really means for Americans to work with a Swiss wealth manager — from SEC registration and the 15/25 rule to navigating jurisdictional and currency diversification. Anne explains why interest from U.S.-based families is rising, what misconceptions still persist about Swiss banking, and how Americans can compliantly build cross-border financial relationships without falling for outdated Hollywood myths.

From understanding how Swiss RIAs complement U.S. advisors to exploring global mobility, USD concerns, due diligence, and the importance of asking the “right” questions, this conversation offers a clear and practical guide to beginning — or expanding — a financial relationship in Switzerland.

⏱️ Timestamps

01:10 – The Starlink debate in Valais and Swiss direct democracy

03:40 – Introducing guest Anne Liebgott & Americans Welcome · Switzerland

06:10 – What is a Swiss SEC-registered investment advisor?

09:00 – The 15/25 rule and why full SEC registration matters

12:15 – Why Americans seek Swiss diversification (jurisdictional, currency & mindset)

17:30 – Global mobility and next-generation planning

22:30 – Concerns about the U.S. dollar and long-term trends

27:30 – FINMA regulation & consolidation among Swiss RIAs

29:30 – SEC examinations in Switzerland: what changed?

32:30 – Common misconceptions: legality, “patriotism,” and accessing funds

36:50 – Why U.S. advisors and Swiss RIAs increasingly collaborate

38:50 – How Americans Welcome · Switzerland helps with due diligence

40:46 – Where to follow Anne online

🔗 Guest

Anne Liebgott

Founder, Americans Welcome · Switzerland

LinkedIn: anneliebgott

📞 Contact WHVP

Website: https://whvp.ch/

Email: [email protected]

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.