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26Sep2026

Finews Interview: “I Have Had Mentors in Every Phase of My Life”

Personal views, not investment advice – see the full disclaimer below.

Business mentoring concept with senior professional guiding younger colleague reviewing documents, symbolising leadership development, coaching, and knowledge transfer.

Patrick Stauber, CEO of Marcuard Heritage, is proud of his strong affinity for numbers and would advise his younger self to spend time abroad. In this Finews Interview, he speaks about the best aspects of his profession, the role of mentors, and the projects currently shaping his work.

By Lynn Seelhofer | Wednesday, 28 January 2026, 14:03

In the Backstage series, finews.ch introduces personalities from the financial industry and beyond, offering personal insights into their preferences, motivations, and perspectives.


What is the first thing you do in the morning?

My day starts very early, before sunrise, with the Bloomberg and Financial Times apps, as well as our internal market update from Singapore. After that, I head straight to the office.

What is the best part of your job?

The multidimensional nature of it. As an independent asset manager, I operate daily at the intersection of people, strategy, geopolitics, markets, and entrepreneurship. The international character of our group shapes and inspires me in particular.

A moment that changed your life?

Professionally, it was less about individual moments and more about conscious decisions – such as choosing uncomfortable paths and starting over more than once.

On a personal level, it was clearly the birth of our daughter. She reshaped my priorities; to this day, having dinner together as a family holds very high value for me.

Which cars do you own? Which one is your favourite?

After several Bavarian SUVs, I switched to a Tesla – also in the context of modernising our residential building with a photovoltaic system. At the moment, it is my favourite car. Despite everything.

What advice would you give your 20-year-old self?

Go abroad, build a network, and do not take the easiest path. Life becomes more inspiring, more intense, and more self-determined that way. I can personally attest to that.

What are you particularly proud of?

My consistent drive to engage with new digital topics, and my strong numerical intuition. That passion is, of course, extremely helpful.

What do you do when you have doubts?

I talk about them. I have had mentors in every phase of my life. Exchanging views with people whose judgment I trust helps me put things into perspective.

What is your favourite wine?

A delicate question – especially with a wife from Valais. But I would say the EO from the Zurich State Winery. To quote: “A wine that tells its own story – wild, untamed, yet surprisingly elegant.”

What projects are you currently working on?

Artificial intelligence is a key topic right now. At the same time, I am focused on the sustainable growth of Marcuard Heritage – standing still is not an option.

Privately, I am involved in smaller internet projects and my blog.

What do you admire in other people?

Curiosity, clarity, and the ability to keep evolving.

What would surprise someone most if they took over your job for a day?

The diversity and the intensity. A CEO’s role is a constant interplay of people, cultures, topics, and decisions.

What is your personal motivation?

Our role as independent wealth managers. It allows us to focus entirely on client benefit, independent of products and providers. In my view, this is the true DNA of Switzerland as a financial centre.

What do you fear?

Boredom. And the fear of intellectual stagnation.

Your favourite watch brand?

The balance between innovation and tradition. Apple Watch on the right wrist, Hublot on the left.

Is there an unfulfilled dream you would still like to realise?

Travelling around the world, exploring the great global cities, and combining inspiration with a broad horizon.

Your best investment?

Our primary residence.

Link to original interview on Finews – Link

Download as PDF

Disclaimer: The views and opinions expressed in the vapa Swiss independent wealth management blog are solely my own and do not reflect those of any institutions or organisations with which I am affiliated. I lead an independent wealth manager in Switzerland, so I write about this industry as a participant in it, not as a neutral observer. These posts are intended to share personal insights and should not be interpreted as official statements or as investment advice. See the legal notice for details.

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