Invest
Invest your wealth with strategy 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 wish to take the lead, seek a second opinion, or delegate decisions, we design the right path and walk it with them.
Do-It-Yourself
Validator
Delegator
ADVICE ONLY
Key Benefits of Our Investment Approach
Personalized Strategy
Global Diversification
Independent Advisory
Risk Management
Transparency & Reporting
Flexibility
Why Choose Esfera Wealth for Investment Management
At Esfera Wealth, investment management is not approached as a one-size-fits-all service. Every portfolio is built around the individual objectives, risk tolerance, and long-term vision of each client. We understand that wealth represents more than numbers—it reflects years of effort, personal milestones, and future aspirations.
Our approach combines Swiss financial discipline with a deep understanding of international markets, particularly the needs of Latin American families. This allows us to deliver solutions that are both globally diversified and personally relevant.
We focus on preserving capital while identifying opportunities for sustainable growth. Through continuous monitoring, disciplined risk management, and transparent reporting, clients remain informed and confident in every stage of their investment journey.
Use Cases — How We Support Our Clients
1. Entrepreneurs & Business Owners
Clients who have generated wealth through their businesses and seek structured investment strategies to diversify and protect their assets.
2. Families Managing Generational Wealth
Families looking to preserve and grow wealth across generations with long-term planning and disciplined portfolio management.
3. International Clients with Multi-Jurisdiction Assets
Individuals holding assets across different countries who require consolidated reporting and coordinated investment strategies.
4. Retirees Seeking Income Stability
Clients focused on generating consistent income while maintaining capital preservation.
5. Active Investors Seeking Expert Validation
Experienced investors who want professional insights and second opinions to strengthen their decision-making.
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 from Latin America.
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.