Esfera Wealth

ESFERA WEALTH

Become a Partner

Grow With Us

Esfera Wealth AG is a home for professionals seeking purpose, autonomy, and the opportunity to craft their legacy.

Esfera Wealth

ESFERA WEALTH

What you gain

ESFERA WEALTH

A boutique, regulated platform under FINMA

ESFERA WEALTH

Neutral board oversight via Aquila for long-term continuity..

ESFERA WEALTH

Strong and global partnerships to be competitive

Shape your legacy and make your ideas come true.

Entrepreneurship. for real.

Mastermind participation

International speaking roles

NextGen Academy

Visibility through podcast

ESFERA WEALTH

Swiss Excellence

We operate under FINMA supervision
upholding Swiss values of discipline,
discretion, and reliability

ESFERA WEALTH

Latin American Soul

We operate under FINMA supervision
upholding Swiss values of discipline,
discretion, and reliability

FAQ’S

Frequently Asked Questions

A Swiss-regulated wealth management boutique serving high-net-worth families and individuals.

01. Why should I join you?

Because we offer more than a platform — we offer a partnership. You keep your independence while gaining access to a trusted network, sophisticated tools, and a brand built on integrity and long-term relationships. With us, you will have a place to develop your creativity, your own ideas and initiatives and build your own legacy.

We differentiate ourselves through our powerful and unique collaboration partners, giving our clients access to capabilities far beyond traditional wealth management.

We are ideally seeking senior bankers or independent wealth managers with an established client base in Latin America who are ready to become partners — offering their clients state-of-the-art services, bringing in their creativity, assuming leadership roles, and representing the firm at key events. We also welcome wealth managers nearing retirement who wish to secure a trusted home where their clients will continue to receive the quality, continuity, and care they deserve.

STILL HAVE QUESTIONS

Can’t find the answers you’re looking for? Please chat to our friendly team.