WHVP

What WHVP does

WHVP (Weber Hartmann Vrijhof & Partners AG) is a Zurich-based boutique wealth management firm founded in 1991 that specializes in Swiss offshore banking and asset management for American clients. The firm holds a dual regulatory status as a FINMA-licensed Swiss asset manager (since February 2023) and an SEC-registered investment advisor (since 2011), enabling it to serve U.S. persons with full compliance under both jurisdictions. WHVP is a family-owned business, now in its second generation of leadership under Jamie Vrijhof-Droese (Managing Partner & CEO) and Urs Vrijhof-Droese (Managing Partner & CIO), who assumed full control from founder Robert Vrijhof at the end of 2020. The company has helped hundreds of American clients diversify wealth internationally over three decades, with a notable track record of continuing service through the 2011 Switzerland-U.S. regulatory dispute that caused most Swiss financial institutions to exit the U.S. client market.

The firm's core offering is discretionary and advisory portfolio management for high-net-worth Americans, with portfolios constructed across foreign currencies, international stocks, bonds, and precious metals held at custodian banks in Switzerland and Liechtenstein. Client acquisition flows through a consultative sales process beginning with a complimentary 45-minute consultation, followed by a structured four-step account opening process. WHVP does not use proprietary trading technology; its infrastructure relies on standard web technologies (SSL encryption, Google Analytics) and a multi-channel digital marketing presence that includes two podcast series (Swiss Money Secrets and The Swiss View), a webinar program, and active social media engagement. The firm partners with several first-class private banks in Switzerland and Liechtenstein for custody and has built an educational ecosystem of joint webinars with complementary advisors (legal, immigration, tax, family-office) to address cross-border concerns of U.S. clients.

WHVP generates revenue through asset management fees, typically structured as a percentage of assets under management plus custody or transaction fees, billed on an annual basis. Target clients are affluent U.S. persons and dual citizens with mid- to high six-figure investable assets (with a $500,000 minimum cited for offshore banking services) seeking diversification away from USD-denominated assets, protection from currency devaluation and litigation risk, and access to international investment opportunities. Pricing is not publicly disclosed and the firm does not publicly report revenue. Operating geographies cover the United States, Switzerland, and Liechtenstein, with all client relationships managed directly out of the Zurich headquarters.

Name

WHVP

Legal name

Weber Hartmann Vrijhof & Partners AG

Website

https://whvp.ch

Company type

Private

Founded year

1991

Operating status

Operating

Headcount range

1–10 employees

Short description

WHVP is a Zurich-based boutique wealth management firm founded in 1991 that provides Swiss offshore banking and asset management services exclusively to high-net-worth American clients seeking international diversification and capital preservation.

Ownership category

akta.pro rank

Product category

Offshore Wealth Management

NAICS

Portfolio Management and Investment Advice (523940), Securities, Commodity Contracts, and Other Financial Investments and Related Activities (523)

SIC

Security Brokers, Dealers & Flotation Companies (6211)

akta.pro primary industry

Private Client/High-Net-Worth Advisory (FSAEAAAN)

akta.pro secondary industries

High-Net-Worth (HNW) Private Banking (FSABADAB), Discretionary Portfolio Management (DPM) (FSAAABAC)

Keywords

• Offshore wealth management
• Swiss banking services
• Portfolio management
• Investment advisory
• Asset management

Headquarters

HQ city

Zürich

HQ country

Switzerland

HQ region

Europe

Offices2 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Others

Revenue model

1. Asset Management / Advisory Fees: WHVP generates revenue through asset management fees, typically calculated as a percentage of assets under management. The firm manages client portfolios consisting of foreign currencies, international stocks, bonds, and precious metals through custodian banks in Switzerland and Liechtenstein. Fee structures include a percentage of AUM plus custody or transaction fees.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels6 records

Core offering

WHVP is a Zurich-based, FINMA-licensed and SEC-registered investment advisory firm that helps high-net-worth American clients establish and manage offshore banking and investment accounts through custodian banks in Switzerland and Liechtenstein. The firm provides discretionary portfolio management across foreign currencies, international equities, bonds, and precious metals, with a stated minimum of $500,000 to open a relationship.

Product overview

WHVP is a Swiss offshore wealth management firm providing comprehensive services for Americans seeking international diversification. The core offering centers on offshore wealth management through Swiss investment account management, where the firm acts as an SEC-registered investment advisor coordinating with custodian banks in Switzerland and Liechtenstein. The service includes account opening assistance, ongoing portfolio management with conservative capital preservation strategies (investing in foreign currencies, international stocks, bonds, and precious metals), and client relationship management. Supporting the core service, WHVP offers educational content through The Swiss View podcast and a webinar program covering topics like offshore banking, regulatory compliance, currency diversification, and cross-border financial planning. The firm emphasizes high service levels and long-term client relationships.

Differentiator

Problem solved

Functional benefit

Products and services

• Offshore Wealth Management End-to-end offshore wealth management for U.S. high-net-worth clients, coordinating Swiss and Liechtenstein custodian banks and providing ongoing advisory oversight. Minimum relationship size is $500,000.
• Swiss Investment Account Management Opening and administering Swiss investment accounts on behalf of U.S. clients through partner custodian banks in Switzerland.
• Portfolio Management
• Account Opening Services
• The Swiss View Podcast
• Webinar Program

Quantifiable outcome

• Continued operation through major regulatory crises including the 2011 Switzerland-U.S. dispute when most Swiss financial organizations stopped serving U.S. clients

Named customers1 record

Segments2 records

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Ten partnerships are on record, tiered core and minor.

• Swiss Registered Investment Advisor Association (SRIAA)coreOthers · 3 November 2025Urs Vrijhof-Droese, WHVP Managing Partner, was appointed President of SRIAA, succeeding Benedikt Kaiser. SRIAA plays a key role in helping Swiss-based advisors serve U.S. clients with compliant, high-quality financial services.
• Custodian Banks (Switzerland and Liechtenstein)coreOthersWHVP partners with several first-class private banks in Switzerland and Liechtenstein that act as custodian banks for client accounts. Securities are held in the bank's name but for client accounts, segregated from the bank's own assets. Client assets are protected through deposit insurance schemes (up to CHF 100,000/EUR 100,000 for cash) and are ring-fenced in bankruptcy proceedings.
• TFC (The Family Companies)minorStrategic or Co-development PartnerWHVP collaborates with TFC on webinars covering next-generation wealth transfer and family business succession topics. TFC provides expertise on generational transitions within financial services firms.
• The Passport NerdsminorStrategic or Co-development PartnerJoint webinar partnership with The Passport Nerds (Dan Brotman and Marko Peck) covering second citizenship, residency, and investment options for Americans. The Passport Nerds hold seven citizenships between them.
• Green Ocean Global AdvisorsminorStrategic or Co-development PartnerPartnership with John McNertney, CFP of Green Ocean Global Advisors for cross-border financial planning webinars. Green Ocean specializes in helping Americans manage finances across borders.
• Southpac GroupminorStrategic or Co-development PartnerCollaboration with Southpac Group for Cook Islands trusts educational webinars. Southpac provides offshore asset protection expertise complementing WHVP's Swiss banking services.
• Blake Harris LawminorStrategic or Co-development PartnerWHVP partners with Blake Harris Law (founder) for Cook Islands trusts expertise. Blake Harris is a leading expert in international asset protection strategies.
• SIP Medical Family OfficeminorStrategic or Co-development PartnerPartnership with Kevin Bürchler from SIP Medical Family Office covering wealth and health management, longevity planning, and global mobility considerations for high-net-worth individuals.
• Fresh Legal GroupminorStrategic or Co-development PartnerPortuguese immigration, tax, and real estate law firm partnered with WHVP for webinars on Golden Visa programs and international relocation planning for Americans.
• Wenger PlattnerminorStrategic or Co-development PartnerWHVP collaborated with Daniel Gabrieli, Partner at Wenger Plattner for cross-border estate planning webinar covering U.S.-Swiss inheritance law.

Scale indicators2 records

Recent moves6 records

Expansion highlights6 records

Broad incumbents

• Mirabaud: Geneva-based Swiss private bank offering wealth management, asset management, and corporate advisory. Comparable as a family-influenced Swiss private bank with a long history of serving HNW clients across borders — closest in ownership character to WHVP's family-owned structure.
• Vontobel: Zurich-based Swiss wealth and asset manager with significant private banking operations serving HNW clients internationally. Comparable as a publicly listed Swiss wealth manager providing discretionary portfolio management and international investment advisory services.
• EFG International: Zurich-headquartered global private banking and wealth management group operating across multiple jurisdictions. Comparable as a Swiss-anchored wealth manager with international private banking reach serving HNW clients across geographies.
• Lombard Odier: Geneva-headquartered Swiss private bank offering wealth management, asset management, and advisory services to HNW/UHNW clients worldwide. Comparable as a family-influenced Swiss private bank serving international clients with cross-border wealth structuring needs.
• J. Safra Sarasin: Basel/Geneva-headquartered Swiss private bank with a strong wealth management franchise and international HNW client base, including US-person services. Comparable as a Swiss private bank with deep experience in cross-border advisory and conservative capital-preservation mandates.
• VZ VermögensZentrum: Major Swiss independent wealth manager with a strong HNW and retail presence across Switzerland. Comparable as a Switzerland-headquartered independent (non-bank-affiliated) wealth manager providing investment advisory and portfolio management to clients across jurisdictions.
• Union Bancaire Privée (UBP): Geneva-headquartered Swiss private bank with a leading HNW wealth management franchise and strong cross-border capabilities. Comparable as a large Swiss private bank serving international HNW families with discretionary and advisory mandates.
• Pictet Group: One of Switzerland's largest independent private banks and asset managers, headquartered in Geneva with substantial wealth management operations for HNW/UHNW clients globally. Comparable as a long-established Swiss-headquartered wealth manager with cross-border international reach serving HNW families.

Regional players

• Bank Frick: Liechtenstein-headquartered boutique private bank offering wealth management, private banking, and asset management to international HNW clients. Comparable as a boutique Liechtenstein bank serving international HNW clients, similar in size character to WHVP.
• VP Bank: Liechtenstein-headquartered private bank offering wealth management and private banking to HNW clients internationally. Comparable as a Liechtenstein-based private bank explicitly mentioned as a custodian banking partner for cross-border HNW wealth structures.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks5 records

Key highlights6 records

Customer concentration

• YouTubeyoutube.com/@whvp
• Facebookfacebook.com/whvp.ltd
• Xx.com/whvp_ltd
• LinkedInlinkedin.com/company/whvp

Compliance6 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles10 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about WHVP