{"id":3574,"date":"2022-11-05T20:23:00","date_gmt":"2022-11-05T19:23:00","guid":{"rendered":"https:\/\/vapa.ch\/?p=3574"},"modified":"2025-12-24T09:32:07","modified_gmt":"2025-12-24T08:32:07","slug":"bilanzen-in-der-vermogensverwaltung-und-im-bankwesen","status":"publish","type":"post","link":"https:\/\/vapa.ch\/de\/balance-sheets-in-wealth-management-and-banking\/","title":{"rendered":"Balancing the Books: Die Rolle der Bilanzen in der Verm\u00f6gensverwaltung und im Bankwesen verstehen \ud83d\udcca\ud83c\udfe6"},"content":{"rendered":"<p class=\"wp-block-paragraph\">Verm\u00f6gensverwalter werden h\u00e4ufig zu ihren Bilanzen befragt. Dieser Wirtschaftsfaktor ist jedoch in erster Linie f\u00fcr Banken und nicht f\u00fcr Verm\u00f6gensverwaltungsgesellschaften von Bedeutung.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Die Bank <a href=\"https:\/\/vapa.ch\/de\/bilanz-eines-unabhangigen-vermogensverwalters\/\">bilanzieren<\/a> ist ein entscheidender Indikator f\u00fcr ihre finanzielle Stabilit\u00e4t, und die Kunden vertrauen ihr Privatverm\u00f6gen nat\u00fcrlich lieber einer Bank an, die \u00fcber solide <a href=\"https:\/\/vapa.ch\/de\/swiss-independent-wealth-management-blog\/vermogensverwalter\/geschaftsplan-eines-unabhangigen-schweizer-vermogensverwalters\/\">Finanzen<\/a>. Im Gegensatz dazu halten Verm\u00f6gensverwalter das Geld ihrer Kunden nicht in ihren Bilanzen. Ihre Aufgabe besteht darin, den Kunden bei der Er\u00f6ffnung eines Kontos zu helfen und die Sorgfaltspflicht gegen\u00fcber einer sorgf\u00e4ltig ausgew\u00e4hlten Depotbank zu erf\u00fcllen. Dieses Standardverfahren f\u00fchrt zu einer vertraglichen Vereinbarung zwischen dem Kunden und der Bank, in der dem Verm\u00f6gensverwalter eine begrenzte Vollmacht f\u00fcr die Verwaltung, nicht aber f\u00fcr die Abhebung von Verm\u00f6genswerten mit Ausnahme der vereinbarten Portfolioverwaltungsgeb\u00fchren erteilt wird.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><a href=\"https:\/\/vapa.ch\/de\/rolle-der-depotbanken-in-der-schweizer-vermogensverwaltung\/\" target=\"_blank\">Verm\u00f6gensverwalter<\/a>\u00a0w\u00e4hlen.\u00a0<a href=\"https:\/\/vapa.ch\/de\/swiss-independent-wealth-management-blog\/vermogensverwalter\/\" target=\"_blank\">die Banken<\/a>\u00a0die sie nach bestem Wissen und Gewissen empfehlen. Ein regelm\u00e4\u00dfiger Austausch mit den Depotbanken und Kooperationsvereinbarungen zwischen Banken und unabh\u00e4ngigen Verm\u00f6gensverwaltern sind g\u00e4ngige Praxis und stellen sicher, dass die Banken auch die Verm\u00f6gensverwalter pr\u00fcfen, bevor sie eine Partnerschaft eingehen.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Dies bildet eine <a href=\"https:\/\/vapa.ch\/de\/\">Dreiecksverh\u00e4ltnis <\/a>zwischen dem Kunden, der Bank und dem Verm\u00f6gensverwalter. Sie sind durch eine gegenseitige Vereinbarung verpflichtet, das Verm\u00f6gen des Kunden sorgf\u00e4ltig zu verwalten. Au\u00dferdem geh\u00f6ren Wertpapiere wie Aktien und Anleihen rechtlich dem Kunden. Sie fallen nicht in die Konkursmasse einer Bank und sind daher nicht bilanzwirksam. Der Kauf von Aktien eines Technologieunternehmens beispielsweise bedeutet, dass der Kunde einen Anteil besitzt. Dieses Eigentum bleibt vom Konkurs einer Bank unber\u00fchrt.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-custodian-balance-sheet-is-of-importance\">Die Bilanz der Depotbank ist von Bedeutung<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Die Bilanz einer Bank ist von entscheidender Bedeutung, insbesondere f\u00fcr Bareinlagen und von ihr ausgegebene Aktien oder Anleihen. Bei der reinen Verm\u00f6gensverwaltung ist die Bilanz jedoch weniger wichtig. Folglich ist die Verm\u00f6gensverwaltung noch weniger wichtig. Viele Verm\u00f6gensverwalter verf\u00fcgen \u00fcber eine Berufshaftpflichtversicherung, was ihre Bedeutung weiter verringert.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Quelle: <a href=\"https:\/\/www.linkedin.com\/posts\/patrick-stauber-marcuard-heritage_wealthmanagers-singapore-zurich-activity-6845577431533817857-w8eG\/?utm_source=share&amp;utm_medium=member_desktop\" target=\"_blank\" rel=\"noreferrer noopener\">Linkedin<\/a> (SEO angepasst)<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n<div class=\"wps-pgfw-pdf-generate-icon__wrapper-frontend pgfw-icon-display pgfw-icon-display--default\" style=\"--pgfw-icon-justify:;\"><a href=\"https:\/\/vapa.ch\/de\/wp-json\/wp\/v2\/posts\/3574?action=genpdf&#038;id=3574\" class=\"pgfw-single-pdf-download-button pgfw-single-pdf-download-button--default pgfw-single-pdf-download-button--image-only pgfw-single-pdf-download-button--icon-only\" title=\"PDF generieren\" style=\"--pgfw-icon-width:25px;--pgfw-icon-height:45px;\" target=\"_blank\" aria-label=\"PDF generieren\"><span class=\"pgfw-single-pdf-download-button__media\" aria-hidden=\"true\"><img src=\"https:\/\/vapa.ch\/wp-content\/uploads\/2024\/11\/pdf-svgrepo-com.svg\" alt=\"\" decoding=\"async\"><\/span><\/a><\/div>","protected":false},"excerpt":{"rendered":"<p>Verm\u00f6gensverwalter werden h\u00e4ufig zu ihren Bilanzen befragt. Dieser Wirtschaftsfaktor ist jedoch in erster Linie f\u00fcr Banken und nicht f\u00fcr Verm\u00f6gensverwaltungsgesellschaften von Bedeutung. Die Bilanz einer Bank ist ein entscheidender Indikator f\u00fcr ihre finanzielle Stabilit\u00e4t, und die Kunden ziehen es nat\u00fcrlich vor, ihr Privatverm\u00f6gen einer Bank mit soliden Finanzkennzahlen anzuvertrauen. Im Gegensatz dazu halten Verm\u00f6gensverwalter keine Kundengelder in ihren Bilanzen. Ihre Aufgabe besteht darin, den Kunden bei der Kontoer\u00f6ffnung und der Pr\u00fcfung einer sorgf\u00e4ltig ausgew\u00e4hlten Depotbank zu helfen. Dieses Standardverfahren f\u00fchrt zu einer vertraglichen Vereinbarung zwischen dem Kunden und der Bank, in der dem Verm\u00f6gensverwalter eine begrenzte Vollmacht f\u00fcr die Verwaltung, nicht aber f\u00fcr die Abhebung von Verm\u00f6genswerten mit Ausnahme der vereinbarten Portfolioverwaltungsgeb\u00fchren erteilt wird. Die Verm\u00f6gensverwalter w\u00e4hlen die Banken, die sie empfehlen, nach bestem Wissen und Gewissen aus. Ein regelm\u00e4\u00dfiger Austausch mit den Depotbanken und Kooperationsvereinbarungen zwischen Banken und unabh\u00e4ngigen Verm\u00f6gensverwaltern sind g\u00e4ngige Praxis und stellen sicher, dass die Banken auch die Verm\u00f6gensverwalter pr\u00fcfen, bevor sie eine Partnerschaft eingehen. So entsteht eine Dreiecksbeziehung zwischen Kunde, Bank und Verm\u00f6gensverwalter. Sie sind durch eine gegenseitige Vereinbarung verpflichtet, das Verm\u00f6gen des Kunden sorgf\u00e4ltig zu verwalten. Au\u00dferdem geh\u00f6ren Wertpapiere wie Aktien und Anleihen rechtlich dem Kunden. Sie geh\u00f6ren nicht zur Konkursmasse einer Bank und sind somit nicht bilanzwirksam ...<\/p>","protected":false},"author":1,"featured_media":3575,"comment_status":"closed","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","footnotes":""},"categories":[89],"tags":[275,127,185,64,108,42],"class_list":["post-3574","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-industry-news","tag-2022-blogs-wealth-management","tag-financials","tag-operations","tag-private-banking","tag-risk-management","tag-wealth-management"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.7 (Yoast SEO v27.7) - 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