{"id":2219,"date":"2023-11-30T15:58:12","date_gmt":"2023-11-30T14:58:12","guid":{"rendered":"https:\/\/vapa.ch\/?p=2219"},"modified":"2026-08-23T09:03:29","modified_gmt":"2026-08-23T07:03:29","slug":"charting-the-course-in-wealth-management","status":"publish","type":"post","link":"https:\/\/vapa.ch\/de\/weichenstellung-in-der-vermogensverwaltung\/","title":{"rendered":"\u2728 Die Weichenstellung in der Verm\u00f6gensverwaltung: Ein vision\u00e4rer Ausblick \ud83c\udf1f"},"content":{"rendered":"<p class=\"wp-block-paragraph\">Letzte Woche haben wir eine wichtige Diskussion begonnen: \u201eDie Neudefinition unserer beruflichen Identit\u00e4t im Wealth Management\u201c. Ihre Einsichten waren entscheidend f\u00fcr die gemeinsame Festlegung des Kurses. \ud83d\ude80<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Die Ergebnisse unserer j\u00fcngsten Umfrage sind eindeutig: Deutliche 77 % sprachen sich f\u00fcr \u201e<a href=\"https:\/\/vapa.ch\/de\/neue-wege-in-der-vermogensverwaltung-die-kraft-der-unabhangigkeit\/\">Unabh\u00e4ngige Verm\u00f6gensverwalter<\/a>\u201c, gefolgt von \u201eMulti-Family Office\u201c auf dem zweiten Platz \u2013 ein herzliches Dankesch\u00f6n an alle, die ihre Meinung geteilt haben. \ud83d\udca1<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u201eMulti-Family Office\u201c vermittelt eine Aura von <a href=\"https:\/\/vapa.ch\/de\/vontobel-summit-2025-vermogensverwaltung\/\">Exklusivit\u00e4t<\/a>aber \u201eIndependent Wealth Managers\u201c hat einen tieferen Sinn und spiegelt unser Engagement f\u00fcr <a href=\"https:\/\/vapa.ch\/de\/swiss-independent-wealth-management-blog\/vermogensverwalter\/personlicher-service-in-der-vermogensverwaltung\/\">Pers\u00f6nliche Kundenbetreuung<\/a> und finanziellen Scharfsinn. Es ist mehr als ein Titel - es ist eine <a href=\"https:\/\/vapa.ch\/de\/wie-lange-sollte-eine-vermogensverwaltungssitzung-dauern\/\">ein Beweis f\u00fcr unser Engagement<\/a>. \ud83c\udf10<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Dieses Wochenende feiere ich die 80. Umrundung der Erde. <a href=\"https:\/\/vapa.ch\/de\/zyperns-business-lifestyle-hotspot\/\">Sonne <\/a>meines inspirierenden Mentors, der seit der Gr\u00fcndung des Unternehmens eine f\u00fchrende Rolle spielt. <a href=\"https:\/\/vapa.ch\/de\/e-mail-gewinnt-2025-unabhangige-vermogensverwaltung\/\">Beginn meines Lebens<\/a>.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Also, hier ist <a href=\"https:\/\/vapa.ch\/de\/warum-solltest-du-dich-einschranken\/\">zu den Pfaden, um den Kurs zu bestimmen<\/a> die wir beschreiten, und die bemerkenswerten Menschen, die uns auf unserem Weg inspirieren!<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"> \ud83e\udd42 Frohes Wochenende!<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Quelle: <a href=\"https:\/\/www.linkedin.com\/posts\/patrick-stauber-marcuard-heritage_thankyou-commitment-celebrating-activity-7131294916009172993-lqnW?utm_source=share&amp;utm_medium=member_desktop\" target=\"_blank\" rel=\"noreferrer noopener\">LinkedIn<\/a><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n<div style=\"display:flex; gap:10px;justify-content:\" class=\"wps-pgfw-pdf-generate-icon__wrapper-frontend\">\n\t\t<a  href=\"https:\/\/vapa.ch\/de\/wp-json\/wp\/v2\/posts\/2219?action=genpdf&amp;id=2219\" class=\"pgfw-single-pdf-download-button\" target=\"_blank\"><img src=\"https:\/\/vapa.ch\/wp-content\/uploads\/2024\/11\/pdf-svgrepo-com.svg\" title=\"PDF generieren\" style=\"width:auto; height:45px;\"><\/a>\n\t\t<\/div>","protected":false},"excerpt":{"rendered":"<p>Letzte Woche haben wir eine wichtige Diskussion begonnen: \u201eDie Neudefinition unserer beruflichen Identit\u00e4t im Wealth Management\u201c. Ihre Erkenntnisse waren entscheidend f\u00fcr die gemeinsame Festlegung des Kurses. Die Ergebnisse unserer j\u00fcngsten Umfrage sind \u00fcberzeugend: 77% sprachen sich f\u00fcr \u201eunabh\u00e4ngige Verm\u00f6gensverwalter\u201c aus, w\u00e4hrend \u201eMulti-Family Office\u201c den zweiten Platz belegte - ein herzliches Dankesch\u00f6n an alle, die uns ihre Gedanken mitgeteilt haben. \ud83d\udca1 \u201eMulti-Family Office\u201c vermittelt eine Aura von Exklusivit\u00e4t, aber \u201eIndependent Wealth Managers\u201c hat eine tiefere Resonanz und spiegelt unser Engagement f\u00fcr pers\u00f6nlichen Kundenservice und finanziellen Scharfsinn wider. Es ist mehr als ein Titel - es ist ein Zeugnis unseres Engagements. An diesem Wochenende feiere ich den 80. Sonnenumlauf meines inspirierenden Mentors, der seit den Anf\u00e4ngen meines Lebens eine f\u00fchrende Rolle gespielt hat. Auf die Wege, die wir beschreiten, und auf die bemerkenswerten Menschen, die uns auf diesem Weg inspirieren! \ud83e\udd42 Ein sch\u00f6nes Wochenende! Quelle: LinkedIn<\/p>","protected":false},"author":1,"featured_media":2221,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"rop_custom_images_group":[],"rop_custom_messages_group":[],"rop_publish_now":"initial","rop_publish_now_accounts":{"facebook_122096905244470929_329580246915571":""},"rop_publish_now_history":[],"rop_publish_now_status":"pending","footnotes":""},"categories":[89],"tags":[276,80,46,169,99,181,152,42],"class_list":["post-2219","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-industry-news","tag-2023-blogs-wealth-management","tag-compensation","tag-financial-advisor","tag-holistic-wealth-management","tag-independent-wealth-management","tag-rising-star","tag-uhnwi","tag-wealth-management"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v28.6 (Yoast SEO v28.6) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Charting 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Er teilt Einblicke aus erster Hand in die unabh\u00e4ngige Verm\u00f6gensverwaltung, das Private Banking und die Karrieren von Relationship Managern in der Schweiz.","sameAs":["https:\/\/vapa.ch","https:\/\/www.linkedin.com\/in\/patrick-stauber-marcuard-heritage\/"],"url":"https:\/\/vapa.ch\/de\/author\/patrick-stauber\/"}]}},"_links":{"self":[{"href":"https:\/\/vapa.ch\/de\/wp-json\/wp\/v2\/posts\/2219","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/vapa.ch\/de\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/vapa.ch\/de\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/vapa.ch\/de\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/vapa.ch\/de\/wp-json\/wp\/v2\/comments?post=2219"}],"version-history":[{"count":8,"href":"https:\/\/vapa.ch\/de\/wp-json\/wp\/v2\/posts\/2219\/revisions"}],"predecessor-version":[{"id":15157,"href":"https:\/\/vapa.ch\/de\/wp-json\/wp\/v2\/posts\/2219\/revisions\/15157"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/vapa.ch\/de\/wp-json\/wp\/v2\/media\/2221"}],"wp:attachment":[{"href":"https:\/\/vapa.ch\/de\/wp-json\/wp\/v2\/media?parent=2219"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/vapa.ch\/de\/wp-json\/wp\/v2\/categories?post=2219"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/vapa.ch\/de\/wp-json\/wp\/v2\/tags?post=2219"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}