From Boreal Capital Management and the MoraBanc Group, we share an article by Joaquin Frances, CEO of Boreal Capital Management in Miami, published in Funds Society, on how technology can transform wealth management without losing the human touch. Digitalization brings efficiency and precision, but its true value lies in strengthening the relationship with each client, allowing for close … Continued

From Boreal Capital Management Zurich, we are sharing our CEO Jaime Moreno’s article, published in Citywire Switzerland, where he reflects on the key factors in choosing a custodian bank within our open architecture model. In his article, he highlights three fundamental pillars —service, transparency, and trust— as the foundation for a solid and long-lasting collaboration, … Continued