INDEPENDENT SWISS SEC-REGISTERED INVESTMENT ADVISOR SERVING US CLIENTS

JULIA FERNANDEZ

WHVP

WHVP Weber Hartmann Vrijhof & Partners Ltd.

Schaffhauserstrasse 418, 8050 Zurich

+41 44 315 77 77

jf@whvp.ch

Minimum amount of investment: USD 500,000

We Protect American Wealth Through Swiss Offshore Banking

For over three decades, our family-run firm has been the trusted partner for U.S. clients seeking to safeguard their assets through international diversification. Now led by the second generation, we combine tradition with forward-thinking strategies to offer a personalized approach to wealth management.

With a focus on conservative, long-term asset preservation, we bring the security of Swiss banking to your financial future. Licensed by the Swiss financial market authority (FINMA) and registered with the SEC, we operate at the highest standards of integrity and compliance.

Discover the peace of mind that comes with protecting what matters most.

Reach out today to learn how we can help secure your wealth for generations to come.

JULIA FERNANDEZ
JULIA FERNANDEZ - MANAGING PARTNER

I have over 30 years of experience in the financial industry, with more than 20 of those years dedicated to WHVP. My focus is on managing international clients’ accounts, particularly helping them achieve international diversification. Over the years, I’ve developed specialized expertise in individual retirement accounts (IRAs) and navigating complex compliance considerations.

My career in private banking has given me a broad and valuable perspective. Before joining WHVP, I worked at Coop Bank and Bank Vontobel, where I gained experience across various departments within private banking and brokerage.

I hold a Swiss Banker’s Diploma and am fluent in English, German, and Spanish, allowing me to connect with clients from diverse backgrounds and provide tailored solutions to meet their unique needs.

jf@whvp.ch

+41 44 315 77 77

MARCH 9, 2023

Rising Star under 40 - Thought Leadership

March 9, 2023

Client Communications - Overall Digital Engagement

March 3, 2022

Client Communications - Overall Digital Engagement - Female Executive

March 4, 2021

Serving North American Clients USA - Overall Digital Engagement

WealthBriefing Awards recipients are chosen by an independent panel of judges, with selections based solely on merit. These awards are not predetermined and cannot be purchased. Please note that the use of related marketing materials, including logos, official photos, videos, and publications, may be subject to a fee.

➨ Get in touch with me for further information and an initial conversation
Name E-mail Telephone number, best time to call, time zone
I would like to schedule a video call.
Message Send
Superscript

Block title

This is a block description. To edit, click and type the text or replace it with your own custom content
Name E-mail Message Submit