INDEPENDENT SWISS WEALTH MANAGER SERVING LATIN AMERICAN CLIENTS
ANDRES LAKATOS
ESFERA WEALTH AG
Bahnhofstrasse 43, 8001 Zurich
SWISS BY ORIGIN
Global by Design
At Esfera Wealth, we follow the timeless principles of long-term, quality investing. Inspired by the philosophy of Warren Buffett, we focus on: High-quality businesses - Clear fundamentals - Patience and discipline
Licensed as a Portfolio Manager by the Swiss Financial Market Supervisory Authority FINMA
ANDRES LAKATOS - CEO and MANAGING PARTNER
I have over 20 years of experience in the financial industry. Before joining Esfera Wealth, I was Managing Director at Marcuard Heritage AG in Zurich. Prior to that, I held various senior positions at Credit Suisse Private Banking.
I hold an Executive MBA from IE Business School in Madrid and a Bachelor’s degree in Business Administration from the Zurich University of Applied Sciences (ZHAW).
“I no longer sell — I advise.”
➨ Get in touch with me for further information and an initial conversation
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