SWISS BY ORIGIN
Global by Design
Latin at Heart
Esfera Wealth
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 product pushing
- Centralized coordination of banking relationships
OUR NVESTMENT 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
OUR STORY
second generation
Boutique. established in 2010.
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" ?
Every client is a sphere. Every life journey shapes a unique one. No two spheres are alike — each deserves its own thoughtful approach. The circle symbolizes continuity and modernity.
Build. 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. Your culture, your history, your economy, your challenges and the way your country works are part of our daily reality. 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.
Core benefits:
- Regulated by FINMA
- Multilingual, multicultural team
- Our partners have lived in Latam for many years
- Each partner brings 20+ years of investment experience
- Global network of trusted partners
Every Sphere is Unique
So is Every Client.
Every client is different. That’s why we design a strategy as unique as your needs.
Entrepreneur
You’ve created something from nothing, turning vision into value. Your wealth is deeply tied to your business.
Families
Family wealth is complex, shaped by generations, emotions, shared responsibilities, and differing visions.
Celebrities
Visibility comes with complexity, from managing reputation and privacy to navigating irregular income and global exposure.
Retired
After years of building and providing, this is your time to enjoy loved ones, pursue passions, and find peace in the legacy you've created.
New Generation
Whether you’re inheriting wealth or building it early, you face the challenge of finding your voice, defining your path, and managing expectations.
ESFERA WEALTH
Swiss Excellence
We operate under FINMA supervision
upholding Swiss values of discipline,
discretion, and reliability
ESFERA WEALTH
Latin American Soul
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
Board Member of Aquila AG Chairman of Board of Directors Esfera Wealth AG
Andres Lakatos
CEO & Board Member
Martin Schürmann
Co-Founder, Board Member
Beat Studer
Co-Founder, Board Member
Patricia Zemp
Client Advisor
Claudio Henseler
Aquila AG Investment Specialist
Elevated by POWERFUL PARTNERSHIPS
FAQ’S
Frequently Asked Questions
A Swiss-regulated wealth management boutique serving high-net-worth families and individuals.
01. Are you regulated?
Yes — we are supervised by FINMA, the Swiss Financial Market Supervisory Authority.
02. Why Switzerland?
Switzerland is AAA-rated, politically neutral, and home to some of the most respected banking institutions in the world. It is a highly innovative country and a global leader in wealth protection, legal stability, and data privacy.
03. Is ESFERA WEALTH a bank?
No, Esfera Wealth is a regulated wealth management firm. We work with Top-tier Swiss Banks.
04. Is my account with the bank or with Esfera wealth?
Your account is always held directly at the custodian bank. Esfera Wealth manages or advises on your investments.
05. What is meant by "Global"?
While Esfera Wealth’s offering is limited to the countries listed in its organizational regulations, our perspective and approach are global. We think beyond borders, leveraging an international network of trusted partners and professionals. Additionally, through our custodian banks, we have access to a broad global infrastructure, allowing us to serve internationally active clients with tailored solutions that align with local and cross-border requirements.
06. What is the Aquila Group?
The Aquila group is a Swiss-based platform for independent wealth management firms. Founded in 2000, regulated by the FINMA and headquartered in Zurich, it provides investment, regulatory, legal, compliance, IT, accounting and strategic support to its over 85 partner firms — enabling them to focus on client service while operating under their own brand. Addtionally, Aquila operates an own Bank. Esfera Wealth AG is a proud member of this group.
07. What is Wealth Experts?
Wealth Experts is a trusted partner platform — a global community of top-tier professionals in banking, law, tax, real estate, insurance, and entrepreneurship. Through this network, our clients gain access to bespoke solutions that go beyond investment management, ensuring every aspect of their wealth is protected, structured, and aligned with their long-term goals. Esfera Wealth AG is a proud member of this group.
08. Which region do you serve?
Esfera Wealth AG specializes in the Latin American market, serving clients across various countries in the region. We also serve clients from Switzerland, Germany, Spain, and Portugal.
STILL HAVE QUESTIONS
Can’t find the answers you’re looking for? Please chat to our friendly team.