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.

Claudio Henseler has over 20 years of experience in investment reporting, portfolio management, and global custody. He completed his apprenticeship at UBS, where he later worked in global custody and reporting. He also held positions at Société Générale and has been with Aquila AG since 2012, focusing on investment reporting and later on portfolio management. Claudio holds the Certified International Investment Analyst (CIIA) designation and a Bachelor’s degree in Business Administration from the Zurich University of Applied Sciences (ZHAW).

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.

José Rafael Ballesteros has over 20 years of experience in international brand development, export management, and global distribution. He held various leadership roles at Diplomático Rum, including Brand Ambassador and Export Manager in Spain. Since 2022, he has served as Export Manager at DUG in Panama, managing the global promotion of Canaïma Gin and Cocuy Saroche.

He holds a certificate in Agroindustrial Management from Universidad Yacambú completed executive training at INCAE Business School and also holds a Financial Accounting certificate from Harvard Business School.

At Esfera Wealth, he contributes as an external advisor on brand positioning, strategic partnerships, and NextGen projects.