Spheric Wealth | Spheric Capital SA

ADVISORY SERVICES

Expert Guidance Tailored to Your Needs

"High-Touch" Personalized Service

Our team delivers tailored advice designed to meet your specific investment requirements. We prioritize understanding your objectives beyond just returns, offering a high degree of personalization in portfolios while ensuring your wealth is managed responsibly.

Best-in-class Product Aggregation

We deliver best-in-class product aggregation by rigorously evaluating top investment products and managers. As an independent third party, we use a multi-layered due diligence standard to ensure only exceptional offerings are included, empowering our clients to make informed investment decisions with confidence.

Portfolio Consolidation & Analytics

Our advanced portfolio management system consolidates all your assets in one place, allowing us to holistically analyze and enhance your wealth across all custodians. We use advanced quantitative modelling & data analytics to evaluate, enhance and optimize the asset & market exposure of portfolios.

Institutional Terms & Transparent Fees

Our advisory mandates prioritize transparency in our fees and terms, ensuring clients understand all associated costs. In line with our commitment to our clients, we also negotiate competitive fees with custodians to lower overall expenses and obtain the best possible terms.

DISCRETIONARY SERVICES

Strategically Managed Portfolios Designed for Long-Term Success

Spheric offers a variety of discretionary managed solutions designed to address the diverse needs of our clientele. We aim to enhance portfolio returns through strategic satellite investments, while maintaining a strong emphasis on risk management.

Our methodology ensures a balanced pursuit of growth alongside the safety and stability of your investments. Rely on Spheric to expertly navigate the complexities of the market with professionalism and diligence.

Discover Our Risk Profiles

Income

Focused on generating stable income primarily through investments in fixed-income securities, suitable for investors seeking regular cashflow with minimal risk.

Conservative

Prioritizes capital preservation by investing in low-risk securities, aiming for

modest returns while minimizing volatility. Suitable for investors who seek stability over returns.

Balanced

Seeks to achieve a mix of income and capital appreciation by diversifying across asset classes, balancing risk and returns for moderate profile investors.

Growth

Emphasizes capital appreciation by investing in higher-risk assets such as equities, suitable for investors with a longer time horizon and a higher tolerance for risk.