{"id":2219,"date":"2023-11-30T15:58:12","date_gmt":"2023-11-30T14:58:12","guid":{"rendered":"https:\/\/vapa.ch\/?p=2219"},"modified":"2025-09-09T11:51:36","modified_gmt":"2025-09-09T09:51:36","slug":"weichenstellung-in-der-vermogensverwaltung","status":"publish","type":"post","link":"https:\/\/vapa.ch\/de\/charting-the-course-in-wealth-management\/","title":{"rendered":"\u2728 Die Weichenstellung in der Verm\u00f6gensverwaltung: Ein vision\u00e4rer Ausblick \ud83c\udf1f"},"content":{"rendered":"<p>Letzte Woche haben wir eine wichtige Diskussion begonnen: \"Die Neudefinition unserer beruflichen Identit\u00e4t im Wealth Management\". Ihre Einsichten waren entscheidend f\u00fcr die gemeinsame Festlegung des Kurses. \ud83d\ude80<\/p>\n\n\n\n<p>Die Ergebnisse unserer j\u00fcngsten Umfrage sind \u00fcberzeugend: 77% sprachen sich deutlich f\u00fcr \"<a href=\"https:\/\/vapa.ch\/de\/neue-wege-in-der-vermogensverwaltung-die-kraft-der-unabhangigkeit\/\">Unabh\u00e4ngige Verm\u00f6gensverwalter<\/a>Der zweite Platz ging an \"Multi-Family Office\" - ein herzliches Dankesch\u00f6n an alle, die ihre Meinung ge\u00e4u\u00dfert haben. \ud83d\udca1<\/p>\n\n\n\n<p>\"Multi-Family Office\" vermittelt eine Aura von <a href=\"https:\/\/vapa.ch\/de\/vontobel-summit-2025-vermogensverwaltung\/\">Exklusivit\u00e4t<\/a>aber \"Independent Wealth Managers\" 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>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>Also, hier ist <a href=\"https:\/\/vapa.ch\/de\/warum-sich-einschranken-%f0%9f%8c%9f\/\">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> \ud83e\udd42 Frohes Wochenende!<\/p>\n\n\n\n<p>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><\/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: \"Die Neudefinition unserer beruflichen Identit\u00e4t im Wealth Management\". Ihre Erkenntnisse waren entscheidend f\u00fcr die gemeinsame Festlegung des Kurses. Die Ergebnisse unserer j\u00fcngsten Umfrage sind \u00fcberzeugend: 77% sprachen sich f\u00fcr \"unabh\u00e4ngige Verm\u00f6gensverwalter\" aus, w\u00e4hrend \"Multi-Family Office\" den zweiten Platz belegte - ein herzliches Dankesch\u00f6n an alle, die uns ihre Gedanken mitgeteilt haben. \ud83d\udca1 \"Multi-Family Office\" vermittelt eine Aura von Exklusivit\u00e4t, aber \"Independent Wealth Managers\" 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":"","twitter_1821932287224696832_1821932287224696832":""},"rop_publish_now_history":[],"rop_publish_now_status":"pending","_uag_custom_page_level_css":"","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 v27.3 (Yoast SEO v27.4) - 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