BOREAL CAPITAL GLOBAL PRESENCE
Boreal Capital Management
Boreal Capital Management is an international multi-disciplinary wealth management services firm with more than 50 years of expertise in private banking, being part of Mora Banc Grup SA.
From our offices based in Zurich and Miami, we offer first-class financial services to private clients and wealthy families as a true fiduciary with a clear goal: providing our clients with a full array of solutions to grow their wealth.
Our clients benefit from an extensive team of professionals that provide them with all the support and advice they need in all the different fields affecting their wealth and the power of an independent platform oriented to minimizing risk, preserving capital achieving consistency in the rate of wealth appreciation.
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 (18.06% CET1 phase in at 31/12/2022), 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.
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 for the 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.