SWISS BY ORIGIN
Global by Design
LATIN AT HEART
Simplify Your Life.
By signing a limited power of attorney, you authorize us to open and manage your account, execute trades on your
behalf, and represent you directly with the bank.
Core benefits:
- Interests fully aligned with yours
- Stable, long-term relationships
- Continuity across generations
- Independent advice, no pushing of own products
- Centralized coordination of banking relationships
OUR INVESTMENT APPROACH
Long-Term Vision
At Esfera Wealth, we follow the timeless principles of long-term, quality investing. Inspired by the philosophy of Warren Buffett, we focus on:
- High-quality businesses
- Clear fundamentals
- Patience and discipline
second generation
What began as a vision of two Swiss private bankers has grown into a multi-generational firm — now in the hands of its second generation, carrying the legacy forward with purpose.
why "esfera" ?
Esfera means sphere in Spanish. The name reflects our global perspective on wealth management and our deep roots in Latin America. For us, every client is a sphere, a unique world that deserves a personal approach.
The mountain symbolizes the Swiss Alps, standing for stability and trust, while the circle represents continuity, modernity, and a global view.
Invest. Protect. Connect.
OUR APPROACH TO WEALTH
A structured approach to wealth, evolving with our clients’ needs.
Protect
We introduce you to trusted experts to help you protect and structure your wealth.
Why Us?
WE SPEAK YOUR LANGUAGE
We understand more than just your words: we understand your world. And we speak your language: Spanish, English, Italian and German. Your culture, your history, your economy, your challenges, and the way your country works are part of our daily reality. Especially when it comes to Latin America. By listening deeply, we uncover what truly matters to you. By understanding, we create solutions that resonate. Our mission is to add lasting value so we remain a trusted partner throughout every stage of your journey.
- Regulated by FINMA
- Multilingual, multicultural team
- Our partners have lived in LatAm for many years
- Each partner brings many years of investment experience
- Global network of trusted partners
What lies behind each Sphere?
Each client is unique.
That’s why we design a strategy as unique as your needs.
Entrepreneur
Families
Celebrities
Retired
New Generation
ESFERA WEALTH
Swiss Excellence
We operate under FINMA supervision
upholding Swiss values of discipline,
discretion, and reliability
ESFERA WEALTH
Every member of our team has lived in Latin America for years, We understand, connect with and appreciate its culture and people.
Our Team
meet our experts
Decades of trusted expertise guiding families and businesses across generations
Markus Angst
Vorstandsmitglied der Aquila AG, Vorsitzender des Verwaltungsrats der Esfera Wealth AG
Markus Angst
Miembro del Consejo de Administración de Aquila AG Presidente del Consejo de Administración Esfera Wealth AG
Markus Angst
Board Member of Aquila AG Chairman of Board of Directors Esfera Wealth AG
Andres Lakatos
CEO & Vorstandsmitglied
Andres Lakatos
Consejero Delegado y Miembro del Consejo
Andres Lakatos
CEO & Board Member
Martin Schürmann
Cofundador, Miembro del Consejo
Martin Schürmann
Mitbegründer, Vorstandsmitglied
Martin Schürmann
Co-Founder, Board Member
Beat Studer
Cofundador, Miembro del Consejo
Beat Studer
Mitbegründer, Vorstandsmitglied
Beat Studer
Co-Founder, Board Member
Patricia Zemp
Client Advisor
Patricia Zemp
Asesora de clientes
Patricia Zemp
Kundenberater
Silvano Marchesi
Aquila AG Investment Specialist
Claudio Henseler
Aquila AG Investment Specialist
Claudio Henseler
Especialista en inversiones de Aquila AG
Elevated by POWERFUL PARTNERSHIPS
FAQ’S
Frequently Asked Questions
A Swiss-regulated wealth management boutique serving high-net-worth families and individuals from Latin America
01. Are you regulated?
Yes. Esfera Wealth AG is supervised by FINMA, the Swiss Financial Market Supervisory Authority, ensuring compliance with Switzerland’s strict financial standards and regulatory framework. Founded in 2010, the firm operates as a Swiss-regulated wealth management boutique focused on delivering transparent, disciplined, and client-centered financial solutions. Through its affiliation with the Aquila Group, Esfera Wealth benefits from a strong institutional platform that supports regulatory, operational, and investment excellence. Our team serves high-net-worth individuals and families across Latin America, Switzerland, Germany, Spain, and Portugal.
02. Why Switzerland?
Switzerland is globally recognized for its political neutrality, financial stability, legal certainty, and strong tradition of wealth preservation. The country is home to some of the world’s most respected banking institutions and maintains high standards of privacy, regulation, and investor protection through organizations such as FINMA. For many Latin American families and internationally active clients, Switzerland provides a secure and internationally respected environment for managing and protecting wealth across generations. Esfera Wealth AG combines Swiss financial expertise with a deep understanding of Latin American markets, cultures, and cross-border needs.
03. Is ESFERA WEALTH a bank?
No. Esfera Wealth AG is not a bank; it is a Swiss-regulated wealth management firm headquartered in Zurich. Client assets are held directly with leading Swiss custodian banks, while Esfera Wealth provides personalized investment advisory and wealth management services. This structure helps ensure transparency and security, as clients maintain direct ownership of their accounts and assets. Founded in 2010, the firm works closely with top-tier financial institutions and operates under FINMA supervision through its Swiss regulatory framework.
04. Is my account with the bank or with Esfera wealth?
Your account is always held directly with the custodian bank, not with Esfera Wealth AG. This means your assets remain in your name at a recognized Swiss banking institution while Esfera Wealth manages or advises on your portfolio according to your agreed investment strategy. This structure provides an additional layer of transparency, control, and security for clients. Through its partnerships with respected Swiss banks and the Aquila Group platform, Esfera Wealth offers globally integrated wealth management solutions tailored to internationally active families and individuals.
05. What is meant by "Global"?
Although Esfera Wealth AG specializes in serving clients from Latin America, the firm operates with a global perspective and international network. Through trusted banking partners, legal advisors, tax experts, and strategic relationships, the firm supports clients with cross-border wealth management, asset structuring, and international financial planning. Many clients have personal, family, or business interests across multiple jurisdictions, requiring coordinated and globally integrated solutions. With multilingual capabilities in Spanish, English, German, and Italian, Esfera Wealth is well positioned to assist internationally active families and entrepreneurs.
06. What is the Aquila Group?
The Aquila Group is a Swiss-based platform for independent wealth management firms, founded in 2000 and headquartered in Zurich. Regulated by FINMA, Aquila provides investment, compliance, legal, IT, accounting, and operational support to more than 85 partner firms across Switzerland. This structure allows firms such as Esfera Wealth AG to remain independent while benefiting from strong institutional infrastructure and regulatory expertise. Aquila also operates its own bank, further strengthening its financial ecosystem and long-term stability.
07. What is Wealth Experts?
Wealth Experts is a global partner network that connects clients with experienced professionals across banking, law, tax, real estate, insurance, and entrepreneurship. Through this network, Esfera Wealth AG helps clients access specialized expertise beyond traditional investment management, creating more comprehensive and personalized wealth solutions. This collaborative approach is particularly valuable for internationally active families, entrepreneurs, and multigenerational wealth structures. By combining Swiss wealth management standards with trusted international partnerships, the firm supports clients across Latin America and Europe with long-term strategic guidance.
08. Which region do you serve?
Esfera Wealth AG primarily specializes in serving high-net-worth individuals and families from Latin America, including clients with international and cross-border financial needs. The firm also serves clients from Switzerland, Germany, Spain, and Portugal through its multilingual and multicultural advisory team. With professionals who have lived and worked extensively across Latin America, Esfera Wealth combines Swiss financial expertise with regional understanding and cultural familiarity. Since its founding in 2010, the firm has focused on building long-term relationships based on trust, continuity, and personalized wealth management solutions.
Can’t find the answers you’re looking for? Please chat to our friendly team.