Invest
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
Validator
Delegator
CORPORATE
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
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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.