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DirectoryFinance & InsuranceBanksZurichEsfera Wealth AG
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Verified· 3 sources

Esfera Wealth AG

Summary

About the company

The company's purpose is to provide wealth advisory, wealth management and investment advisory services, develop financial products and provide supporting services in the field of general financial and wealth advisory. Activities that require a license as a bank or securities dealer are explicitly excluded. The company may acquire, encumber, sell and manage real estate in Switzerland and abroad, establish branches in Switzerland and abroad, acquire participations in Swiss and foreign companies, establish subsidiaries in Switzerland and abroad and enter into all transactions and conclude contracts that are suitable to promote the purpose of the company directly or indirectly.

Commercial register, canton of ZH·As of September 1, 2025View on Zefix
Offering

Products & services

Industry:Banks
✓ Offered4
Wealth management
Wealth management for international clients, including management and investment of accounts, execution of transactions and direct representation with the bank.
Investment advisory
Investment advice with a long-term, quality-oriented investment approach, focusing on companies with clear fundamentals, and ongoing support over multiple generations.
Wealth structuring and protection
Wealth structuring and protection with the involvement of trusted experts, coordinated banking relationships and support for cross-border wealth matters.
Coordination of banking and expert networks
Coordination of banking relationships, networking with external experts, peers and the in-house team, as well as access to an international partner network.
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Reviews

Aggregated rating

Aggregated rating
4.3
of 5

Aggregated from 3 reviews across all connected sources

Sources
GGoogle4.33
★TrustpilotSoon
PProvenExpertSoon

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Location

Bahnhofstrasse 43
8001 Zurich
Opening hours
Mon
08:00 - 12:00, 13:00 - 17:30
Tue
08:00 - 12:00, 13:00 - 17:30
Wed
08:00 - 12:00, 13:00 - 17:30
Thu
08:00 - 12:00, 13:00 - 17:30
Fri
08:00 - 12:00, 13:00 - 17:30
Sat
Closed
Sun
Closed

At a glance

Legal form
Corporation
UID
CHE-116.178.294
Founded
2010 · 16 years
Last commercial register change
September 1, 2025
Employees
11 to 20

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