BUILD

Grow your wealth with precision and purpose

Esfera Wealth

who we serve

We are loyal to the people behind the portfolios — each story is unique, and every journey deserves a personal approach. We accompany our clients through all stages of life: from launching a business, to growing a family, to retiring and enjoying the legacy they’ve built

Sit back and relax

we handle everything for you

Different Clients. Distinct Needs

Personalized investment profiles.

Each of our clients approaches wealth differently. Whether they want to take the lead, seek a second opinion, hand off decisions, or manage Corporate assets, we design the right
path and walk it with them.

Do-It-Yourself

The clients make their own investment decisions. We execute.

Validator

They want advice, but ultimately remain the decision-makers.

Delegator

Prefers to delegate their wealth decisions to their trusted advisor.

CORPORATE

Corporations looking for advice-only service incl. consolidation reports.

Our Core Stratagiek

Investment Mandates

Execution Only For DO-it-yourself Clients

Advisory - For the validator

Discretionary For the delegator

Advice-Only for the institutional clients

Family Office Coordination

Experts for holistic wealth management

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Custody & Reporting

Global and boutique bank access

Consolidation across banks & jurisdictions

Tailored, multi currency reporting

Our Core OFFERING

Investment Strategies

SECURITY CONSCIOUS

interest income

BALANCED

ASSET GROWTH

dynamic

Our Core Offerings

How do we start to work together?

First, we listen to your needs. If we decide to proceed, we can either:

1) Open a new bank account at the financial institution of your choice, or

2) Take over an existing account by signing a limited power of attorney.

what do you prefer?

FAQ’S

Frequently Asked Questions

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

01. What are the fees?

Our fees vary depending on the mandate and service level.

We offer the following mandate types:
• Advice-Only
• Execution-Only
• Advisory
• Discretionary

In addition to our fees, clients incur custody and trading fees charged by the bank — which we negotiate to highly competitive levels.

02. What types of accounts can I open?

We support individual, joint, and corporate accounts — tailored to your needs and objectives.

03. How are accounts managed?

Through a Limited Power of Attorney (LPOA), we are authorized to open a new account on your behalf, close it or take over an existing one, and to execute investments in line with your chosen mandate. You retain full control at all times, with access to online banking and the ability to request bank statements whenever you wish.

04. What currencies do you support?

Our partner banks offer multi-currency accounts. We primarily invest in USD, EUR, and CHF, and provide consolidated reporting across all currencies.

05. Can you show performance?

Yes — especially for discretionary mandates, we can provide the historical performance of the five investment strategies we offer.

06. Which investment strategies do you offer?

For Advisory mandates, we offer highly customizable strategies tailored to each client.

For Discretionary mandates, we provide five defined strategies: Security Conscious, Interest Income, Balanced, Asset Growth, and Dynamic.

07. Do I have e-banking access?

Yes, our partner Banks provide full e-banking access to view and manage your portfolio.

08. Do you offer digital onboarding?

Yes, we do. However, not all of our custodian Banks support digital onboarding (yet). In such cases, original Bank documents must be physically submitted.

STILL HAVE QUESTIONS

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