Independent wealth managers in Switzerland enjoy freedom. But with freedom comes responsibility. Clients expect more, regulations tighten, and the market evolves. Navigating all this alone? Nearly impossible.
That’s why I have always had mentors in wealth management—from the start to today. No matter how experienced you are, sometimes you just can’t see the forest for the trees. It happens to everyone. And in those moments, having the right people around you makes all the difference.
A mentor is not a teacher. They don’t tell you what to do. Instead, they challenge your thinking, offer fresh perspectives, and ask the tough questions. They see risks and opportunities you might overlook. Mentors help you make better wealth management decisions—without making them for you.
From experience, I can say that the best insights often come from conversations with those who have been there before. Their perspective can prevent costly mistakes. But mentoring is not a one-way street. Some of my best ideas came from speaking with younger professionals or peers. Fresh thinking, different approaches, and new technology change the game.
In independent wealth management, staying ahead means constantly learning. Regulations shift, markets move, and client expectations evolve. The worst thing you can do? Assume you know it all. The best thing? Surround yourself with people who challenge you.
A mentor doesn’t have to be a formal role. Sometimes, it’s just someone whose opinion you trust. A former colleague, an industry leader, or even a competitor. The key is to seek out those who push you to think differently.
Who challenges your thinking in Wealth Management? Who helps you see the bigger picture in your doing? Have you thought about actively looking for a mentor who makes you better?
