Sphere

Sphere’s main activity is independent wealth management. The company offers wealth management services, investment advisory, as well as personalized solutions for private and institutional clients. Sphere primarily targets high-net-worth investors, families, entrepreneurs, and institutions seeking tailored management of their financial assets. It also provides estate planning services, wealth structuring, and support in selecting financial service providers, with a focus on independence and transparency in client relationships.

Sphere is a Swiss company specializing in information, events, and networking for professionals in wealth management, finance, and private banking. Since its creation, Sphere has established itself as a leading player in the Swiss financial ecosystem, supporting the evolution of professions and practices in the sector.

Key stages in Sphere's development:

• Creation: Sphere was founded in Geneva, with the mission of uniting and informing the community of wealth managers, family offices, private banks, and financial service providers in Switzerland.
• Editorial development: Sphere publishes a leading magazine, recognized for the quality of its analyses, interviews, and thematic reports. The magazine has become an essential source of information for professionals in the sector.
• Events: Sphere organizes major events such as the EAM Digital Week, Roadshows, EAM Days, and the Podium, bringing together key players in Swiss finance around current topics, innovations, and networking.
• Solutions and diversification: Sphere has expanded its offering with solutions dedicated to EAMs (External Asset Managers), digital solutions, and investment solutions, highlighting technological innovations and new management models.
• Strategic partnerships: Sphere collaborates with numerous institutional partners, fintechs, consulting firms, and asset management companies, thus strengthening its role as a networking platform and innovation accelerator.
• Adaptation and digitalization: In response to the digital transformation of the financial sector, Sphere has integrated new formats (webinars, digital content, podcasts) and supports the digital transition of its members and partners.
• Positioning: Today, Sphere positions itself as "The Swiss Financial Arena," a hub of information, exchanges, and innovation for the entire Swiss financial center.

Thanks to this evolution, Sphere has been able to adapt to changes in the sector, anticipate the needs of its members and partners, and play a leading role in the transformation of Swiss finance.

The founder of Sphere is Jean-Daniel Pasche. The main members of the management team also include Jean-Daniel Pasche as President, as well as other key members mentioned in the "About" or "Leaders" section of the Sphere website. For detailed and up-to-date information on the management team, it is recommended to consult the official Sphere page directly: sphere.swiss/sphere/.

Since its creation, Sphere has been financed mainly through fundraising from private and institutional investors. In 2021, Sphere raised CHF 2.5 million from Swiss investors, including Swisscom Ventures and ACE & Company. In 2023, a new fundraising round of CHF 5 million was conducted, with the participation of Swisscom Ventures, ACE & Company, as well as other private investors. These funds have enabled the company to support its growth and develop its technological solutions.