​Spheric Capital was built for private and institutional clients who expect more than conventional wealth management. We provide an integrated investment ecosystem spanning portfolio construction and management, risk governance, bespoke reporting, and selective private-market access—enabling high-conviction decisions with clarity, confidentiality, and control.
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Our approach pairs the service standards of a multi-family office with the discipline, transparency, and institutional architecture typically reserved for sophisticated allocators—delivered through a lean platform and a trusted global network.
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We are based on Geneva, Switzerland and are regulated by the Swiss Financial Market Supervisory Authority (FINMA).
Core Pillars
Spheric Wealth - Public Markets
Advisory and discretionary mandates structured around your objectives, liquidity needs, and risk budget, implemented with institutional discipline across liquid asset classes.
Spheric Ventures - Private Markets
Curated private market opportunities and manager access through a global network, supported by a stringent diligence and investment committee process.
Aggregation Platform and Analytics
A modern portfolio reporting and analytics layer designed to consolidate wealth across custodians and translate complexity into insights for performance, asset exposures, risk controls, and decision support.
What makes us different
A platform designed around investment outcomes and tailored solutions, not products
· We treat portfolios as systems: Concentration, liquidity, currency, factor exposures, and tail risks are analyzed as rigorously as returns.
· We operate with transparent governance: Documented decisions, clear mandates, and aligned incentives.
· We connect public and private allocations into one strategic picture, supporting long-term wealth preservation and growth.
Our Purpose
Stewardship first. Innovation with responsibility.
Spheric Capital exists to preserve and compound multi-generational wealth through disciplined investment management, rigorous governance, and trusted execution. In a world where specialization, structure, and information advantage increasingly determine outcomes, our mission is to deliver clarity—turning complexity into decisions that are deliberate, documented, and repeatable.
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We solve a recurring challenge faced by sophisticated families and institutional allocators: capital is often dispersed across banks, jurisdictions, vehicles, and asset classes, while oversight and decision-making remain fragmented. We consolidate the full picture—across liquid and illiquid exposures, commitments, liabilities, and structures—into an integrated balance-sheet view, and translate it into strategies that are coherent, measurable, and resilient across cycles.
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We believe the next generation of wealth stewardship will be defined by platforms that combine human judgment with institutional analytics and modern infrastructure—enhancing transparency and control without compromising discretion, independence, or responsibility.
Our Values
A culture of alignment, discipline, and clarity
Confidentiality and privacy are not features but principles embedded into how we communicate, host conversations, and operate.
Discretion by design
We apply documented processes and investment committee oversight, ensuring that investment conviction is earned through thorough analysis, not narratives.
Institutional rigor
Clear mandates, clear portfolio reporting, and transparent fee logic. The objective is trust built through repeatable behavior, not marketing.
Transparency and accountability
We adopt technology to enhance governance and insight, never to replace responsibility.
Innovation with controls
All major investment ideas are structured through a disciplined process: Initial screening, thesis development, risk assessment, scenario analysis, and implementation review, before being approved through an experienced investment committee.
Governance section: Scaling with complexity