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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

Oil Trading in Imaginary Numbers

Oil prices plummeted yesterday, with the future of the WTI for the first time in history trading in negative territory Despite the vertigo produced by seeing negative prices, these can be explained by a combination of both fundamental and technical factors. Furthermore, it is reassuring to see that both Brent crude prices and long-term future … Continued

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Investment Policy - June 2020

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Boreal Capital Management Credentials

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