Markus brings over three decades of experience in private banking and wealth management, including senior roles at Credit Suisse and Aquila. As Chairman of Esfera Wealth AG and a member of the Board of Advisors at Aquila AG, he plays a strategic role in guiding the firm’s vision and strengthening its global network. He holds an Executive Master of Business from HSW Lucerne.

“Being independent is the greatest satisfaction.”

Andres Lakatos has over 20 years of experience in the financial industry. Before joining Esfera Wealth, he was Managing Director at Marcuard Heritage AG in Zurich. Prior to that, he held various senior positions at Credit Suisse Private Banking.

He holds an Executive MBA from IE Business School in Madrid and a Bachelor’s degree in Business Administration from the Zurich University of Applied Sciences (ZHAW).

“I no longer sell — I advise.”

Martin Schürmann has over four decades of experience in private banking and international wealth management. From 1977 to 2005, he held various senior roles at Swiss Bank Corporation (later Credit Suisse), working in Biel, New York, Miami, and Caracas. Between 2005 and 2010, he was with P. Schmid & Associés in Geneva. Since 2011, he has been co-founder, partner at Esfera Wealth AG.

Beat Studer has over 50 years of experience in banking, auditing, and international investment advisory. He began his career at Credit Suisse in Zug and later held roles in Zurich and Caracas, where he served as Head of the Representative Office. He subsequently worked at Société Financière du Château SA and spent nearly two decades at P. Schmid & Associés SA in Geneva, focusing on clients in South America. In 2011, he co-founded Esfera Wealth AG, where he serves on the Board of Directors.

Silvano is an experienced investment professional with a strong background in quantitative finance, asset management, risk management, and private banking. He currently serves as Chief Investment Officer and Head of Investment Management at Aquila, where he previously held roles as Quantitative Strategist and Risk Manager. Prior to that, he spent several years at Credit Suisse in investment consulting and relationship management roles. Silvano holds a Master’s degree in Quantitative Finance from ETH Zurich and a Bachelor’s degree in Banking & Finance from the University of Zurich, combining rigorous academic training with hands-on experience across the investment lifecycle.

Patricia Zemp has worked in private banking and client advisory for nearly two decades. She began her career at Mercantil Private Banking in Zürich, where she supported relationship managers and handled client. From 2020 to 2024, she served as a Client Advisor at Marcuard Heritage in Zurich. She joined Esfera Wealth in 2024, where she focuses on supporting international families with administrative and advisory services. Patricia holds several Swiss banking diplomas and speaks Spanish, German, and English.