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Boreal Capital Management, founded by Mora Banc Group in 2009, has achieved remarkable momentum in recent years. The Swiss external asset manager has increased assets under management by over 50% in just two years, with profitability showing triple-digit growth.

The Changing Landscape of International Wealth Management: The Role of Smaller Registered Investment Advisers The wealth management industry is undergoing a significant transformation. Traditionally dominated by large financial institutions, there is now a noticeable shift as high-net-worth individuals (HNWIs) and ultra-high-net-worth individuals (UHNWIs) increasingly turn to independent registered investment advisers (RIAs). These smaller firms offer … Continued