{"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>","protected":false},"excerpt":{"rendered":"<p>Last week, we embarked on a meaningful discussion: &#8220;Redefining Our Professional Identity in Wealth Management.&#8221; Your insights were crucial in forging our collective charting of the course. \ud83d\ude80 The results of our recent poll are compelling: a significant 77% favoured &#8220;Independent Wealth Managers,&#8221; with &#8220;Multi-Family Office&#8221; as the notable runner-up\u2014a heartfelt thank you to everyone [&hellip;]<\/p>\n","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 v28.7 (Yoast SEO v28.7) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Charting the 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