Schaffhauserstrasse 418, 8050 Zurich
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.Â
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.Â
I am a cross-border wealth management expert, public speaker, and author. As the CEO at WHVP, I head the business development and advise international clients on diversification and asset protection. Representing the second generation of the firm, I took over WHVP with my husband from my father in 2020. I also serve as a board member of the Swiss Association of Wealth Managers.Â
My career began at Credit Suisse in 2009, where I gained experience in Credit Risk Management, Consumer Finance, and Private Banking. I later worked with a financial planner specializing in international insurance and investment solutions and held project management roles at a boutique consulting firm and a cross-industry association supporting Switzerland’s start-up ecosystem.
I have co-authored Swiss Money Secrets and hold a Bachelor’s in Banking and Finance as well as an MBA from the University of St. Gallen.
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
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