Boreal Capital Management in the News: Global Firm Ramps Up Efficiency and Quality of Client Reporting

https://addepar.com/case-studies/boreal-capital-management Boreal Capital Management is an independent wealth management services firm, with offices in Miami and Zurich, that specializes in serving high-net-worth individuals and families throughout Latin America and Europe. Many of Boreal’s clients have complex investment portfolios that span multiple custodian banks and currencies. A key component of Boreal’s comprehensive wealth structuring and investment … Continued

After Hysteria comes Hysteresis

Human inference is clearly imperfect, particularly when it comes to problems that require statistical or probabilistic knowledge. If, in addition, the situation carries some kind of life-threatening risk, our “lizard brain” quickly takes over and triggers a “fight or flight” response, rather than going for math books.   To complicate matters, the statistics look very … Continued