18May2024
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Navigating Financial Landscapes: The Unseen Struggles and Triumphs of Wealth Management

Disclaimer: The views and opinions expressed in the vapa Swiss independent wealth management blog posts featured on this page are solely my own and do not necessarily represent the views of any institutions or organisations I may be associated with. These posts are intended to share personal insights and perspectives and should not be interpreted as official statements or positions of any affiliated entities.

I often contemplate what it might be like to see things from the “other” side. In this post, I’m not referring to gender identities or other individual characteristics but to those who may seem to harass or deceive what we consider “normal” people.

As members of a society that frequently prioritises the needs and interests of seemingly “normal” individuals, it can be challenging to truly empathise with those who fall into the “other” category. Can life on the other side be enjoyable as well? Do these people live according to the proclaimed standards? Do they genuinely forgo comfortable modes of transportation and take the train to the Mediterranean for their vacations? Can they provide ample proof of their wealth when switching banks within Switzerland and a complete set of income statements? Don’t they get annoyed at getting caught in a speed trap on a clear, visible stretch of road?

I only have sympathy for the other side up to a certain point. However, I actively recycle waste, our flat boasts a photovoltaic system on its roof, and we opted for a short-distance car powered by solar energy. I do these things out of my conviction and not because I’m succumbing to external pressure, being bullied, or being swayed by propaganda.

Unfortunately, our financial sector is also buckling under pressure. It not only succumbs to external attacks but also develops additional self-restrictions internally. However, there is a glimmer of hope within this sector— the industry of independent wealth managers, who can, at the very least, choose among the different levels of chicanes.

Therefore, I appreciate the diligent efforts of the hungry and principled relationship managers in the FIM/EAM departments, who tirelessly represent our interests and navigate the internal challenges. Thank you for fighting for us!

Source: LinkedIn

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