OUR SERVICES
Two pillars. One ecosystem.
Spheric serves clients through two complementary pillars: Spheric Wealth for liquid, multi-asset portfolios and Spheric Ventures for private markets and direct deals.
Together, they form a coherent framework: Liquidity and resilience through public markets, and long-term value creation through selectively accessed private opportunities, under one governance and reporting architecture.
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We tailor our engagement model to each client, ranging from advisory mandates where we act as a strategic partner, to discretionary management where we implement and manage portfolios end-to-end.
Advisory Services
Wealth Reporting & Coordination
Coordination across complexity
For many families, wealth is spread across multiple custodians, legal structures, and asset types, making oversight difficult and risk harder to see. We help coordinate the full wealth picture: Aligning public portfolios, private holdings, and liquidity planning into a coherent framework.
This includes:
Consolidated reporting across custodian institutions
Governance support and investment committee-style reviews
Risk and concentration monitoring across the full balance sheet
A clear framework for strategic and tactical decisions across time horizons.