BOREAL CAPITAL GLOBAL PRESENCE

Boreal Capital Management

Is an independent multi-disciplinary wealth management services firm. It is a true fiduciary with a clear goal of providing its clients with a full array of solutions. Boreal has a global presence with branches located in Switzerland and USA.

 

Boreal Capital Management is privately owned

Founded in 2008 and owned by the family financial group MoraBanc, Boreal operates as a fully independent unit. The private family ownership and the strong solvency of the group (24.7% CET1 phase in at 31/12/2018), allows us to take a long-term view, free from market pressures of quarterly results, while keeping our interests firmly aligned with yours. Boreal Capital Management has a well-established tradition in private banking and wealth management.

 

OUR STRENGTHS

As an exclusive wealth management firm, we distinguish ourselves through a genuine independence and strong professionalism. Our specific strengths are the base to offer you excellent banking solutions:

  • We are independent

Multi-custody model, with independent advice as a compulsory standard of conduct and a detailed analysis of the cost structure for the client, with the priority aim of optimizing it.

  • We are specialists

Our group of top level professionals provides high quality financial advice tailor-made forthe client.Our work involves an outstanding client service orientation.

  • We are reliable

We treasure our clients trust and therefore transparency in our model,in both advice and costs, is one of our most important values.