A Glimpse into Esfera Wealth
Presentation
Discover our story, values, and long-term investment philosophy.
This presentation reflects the vision, structure, and trust that define Esfera Wealth.
Esfera Wealth
Welcome to Esfera Wealth AG
- Esfera Wealth AG is a Wealth Management Boutique based in Zürich, Switzerland.
- Regulated by FINMA, the Swiss Banking Regulator.
- Established in 2011.
- Founding Partners: Beat Studer (Swiss) and Martin Schürmann (Swiss).
- Focus: Private Clients and Families in Latin America.
Our approach to wealth
Investment Services
- Execution Only: The client decides exactly what they want to invest in. We execute the instructions. We are available to share our opinion and provide support in case of questions or issues.
- Advisory Mandate: We proactively send investment proposals, but the final decision is always made by the client.
- Discretionary Mandate: Together with the client, we define the investment strategy, and we take care of its implementation. We make the investment decisions, while the client retains control and oversight.
- Advice-Only (for Institutional Clients): Designed for institutional clients managing multiple bank accounts. We provide strategic advice, portfolio analysis, and consolidated reporting across all custodians. This service includes monitoring the actions of different banks, offering a second opinion, and ensuring an overall view of the portfolio—without actively managing the accounts.