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Swiss Asset Management Talk

Swiss Asset Management Talk

We are a Swiss registered investment advisor specialized in serving US clients. In this podcast, we are going to talk to different people in the financial industry and explore topics related to offshore banking and wealth management. Learn more about us at
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Interview with Scott Maurer, Director of Business Development at Advanta IRA

Swiss Asset Management Talk

Interview with Scott Maurer, Director of Business Development at Advanta IRA

Swiss Asset Management Talk

Interview with Jeff Opdyke, Author at International Living
Jeff shares his knowledge of the block chain, crypto currencies and Bitcoin. Learn more about his work at!
February 19, 2021
Interview with Hangama Wanner, Founder of KayHan Swiss
Hangama shares her life-changing journey fleeing from Afghanistan to Western Europe in the 1980s and how that experience has shaped what she does today. Through her company KayHan Swiss she helps clients with residency by investment, citizenship by investment as well as Swiss financial planning. If you would like to reach out to Hangama please do so over her website or by email
February 3, 2021
Interview with Josh Bennett, Principal of The Law Firm of Josh N. Bennett, Esq, P.A.
Josh talks about everything you need to consider when it comes to estate planning and tax planning before the end of 2020. If you want to schedule a call with Josh in order to discuss your estate planing and asset protection, make sure to reach out to him today: or!
December 15, 2020
Interview with Klaus Happ, Founder and Managing Director at Frapan Invest Corp
Klaus talks about why Panama is a great place for investing in real estate and doing business as well as covering how to obtain residence and citizenship there. You can learn more about Panama and Klaus at or directly by email:
December 7, 2020
Interview with Rainer Nachbauer, Head of Banking for Professionals at Kaiser Partner Privatbank
Rainer talks about Liechtenstein as a country and a financial jurisdiction, Kaiser Partner as a banking partner, their experience with US clients and what to consider when selecting a custodian bank. You can learn more about them at:
November 24, 2020
Interview with John Mulvey, Managing Director at New Zealand Vault
John talks about New Zealand as a financial jurisdiction, his vault solutions and bullion services as well as his outlook on the precious metals market. You can learn more about New Zealand Vault on their website: or by sending an email to John:
October 28, 2020
Interview with David Warren, Co-Founder and Chairman at Bridgeford Trust Company
David talks about Bridgeford‘s independent boutique approach, how to select a US trust jurisdiction and why South Dakota is the best option. You can learn more about Bridgeford by visiting their website:
September 3, 2020
Interview with Scott Maurer, Director of Business Development at Advanta IRA
Scott talks about self-directed IRAs, what they are, how they work and how they can be beneficial for you. If you are interested in learning more, feel free to reach out to Scott directly: or
August 5, 2020
Interview with Pavla Melkova, Founder and CEO of Taxpat, a Swiss based US Tax Service Provider
Pavla talks about what excites here about the tax business, what COVID-19 has changed from a tax perspective and what to consider when investing in an offshore bank account.
June 30, 2020
Interview with Robert Vrijhof, Founder and CEO of WHVP, a Swiss based Registered Investment Advisor
Rob talks about his background and experience in the financial industry as well as his motivation behind the foundation of WHVP. We also cover the advantages of working with a Swiss asset manager and the changes in the financial industry in the past 30 years.
May 25, 2020