Our IRA Services

The past thirty years have clearly demonstrated the need for an international perspective in managing your portfolio. In the past, this global outlook primarily focused on non-retirement assets with limited products available for retirement assets.

As a result, your retirement funds, your future, was neglected in the globalization equation. We at WHVP are proud to tell you that, with our assistance, your retirement assets can access global markets and a variety of international opportunities.

With our experience and expertise, we are uniquely qualified to guide you in these uncertain times. The importance of our familiarity with Americans is that we are already sensitive to the needs and concerns of Americans. We already understand your motivations to globalize retirement assets and can help you to structure a portfolio, which will be insulated against US dollar depreciation, yet capitalize on overseas investment opportunities.

We can help you internationalize your IRA portfolio by placing your IRA assets with a solid private bank and then providing you with individualized Asset Management. All of this is done with an understanding of IRS IRA regulations and in conjunction with a U.S. approved IRA trustee/custodian.

Our Conditions:

    • Account Minimum: US$ 500,000 or equivalent in foreign currency
    • Management Fee: 0.375% each quarter up to $5 million
    • Special Services: Charged on an hourly basis as incurred

Interested? Contact Us

Security, privacy and efficiency are top priorities for international investors. Selecting the right bank, therefore, plays a decisive role. WHVP only works with first-class private banks. For the IRAs we are handling we work closely with Bank Vontobel and Wiener Privatbank:

Bank Vontobel Ltd. (https://www.vontobel.com/CH/EN/Home), founded in 1924, is the core company of Vontobel Holding AG, listed on the SWX Swiss Exchange. The Vontobel families, together with the Vontobel Foundation, own a majority of the Vontobel Holding AG’s equity and voting rights. Vontobel is an internationally-oriented Swiss private bank, specializing in asset management for sophisticated private and institutional clients. Their integrated business model allows to combining know-how and resources in the best interests of its clients and cooperation partners. Total clients assets entrusted to the care of Vontobel Group are in excess of 195.4 billion Swiss Francs (Dec. 2016) and the BIZ tier 1 ratio accounted 19.0% (Dec. 2016).

Wiener Privatbank SE (www.wienerprivatbank.com/en) is a Vienna-based private bank offering private and institutional clients a wide range of services in private banking, asset management, capital markets, brokerage, research, as well as real estate services and projects. As Austria’s only exchange listed private bank, Wiener Privatbank (ticker: WPB) has an extremely solid balance sheet and financial structure. Core shareholders are long-term entrepreneurs in the real estate and financial sector. Founded in 2005, the bank now has a balance sheet total amounting to around EUR 380m and assets under management of over EUR 2 billion. As of 30 June 2016, the Tier I capital ratio was 15.51%.

Swiss and Austrian Custodian Bank Safety
The custodian banks carry all accounts in the name of their clients. Securities are traded and held in the bank’s name but for client accounts, segregated from the bank’s own assets. Through the Deposit Protection Scheme, in the event that a bank or securities dealer is declared bankrupt, deposits of up to CHF 100’000 / EUR 100’000 per client enjoy the privileged treatment.

Unlike cash deposits, assets lodged for safe keeping (such as shares, units in collective investment schemes and other securities) are client property, and in the event of the bankruptcy of a bank or securities dealer are immediately ring-fenced and released to clients separately from the bankruptcy proceedings. They, therefore, do not form part of the bankruptcy estate at any time. This applies to all assets which are client property and have been lodged for safe keeping, including precious metals physically held at the bank.

Check our latest brochure for further details and more information.

We are registered with the Securities and Exchange Commission of the United States of America.

We are a member of the Swiss Association of Asset Managers (SAAM) / Verband Schweizerischer Vermögensverwalter (VSV)