We are an independent multi-disciplinary wealth management services firm, true fiduciary with a clear goal of providing our clients with a full array of solutions. We have a global presence with branches located in Switzerland and the US. Privately owned, Boreal Capital Management forms part of the banking group, Mora Banc Group SA. Founded in 1952 and wholly owned by the Mora family, allowing us to take the long-term view, free from the market pressures of quarterly results, while keeping our interests firmly aligned with yours.
External link for Boreal Capital Management
Talstrasse 82
Zürich, Zürich 8022, CH
1450 Brickell Avenue, Suite 2900
Miami, FL 33131, US
Un placer participar desde #Miami en el programa Rolling Stocks de Negocios Televisión en #España con nuestro CIO Fernando de Frutos, PhD, CFA® #BorealExperts
La pausa arancelaria no alivia el ánimo de los inversores. Fernando de Frutos, PhD, CFA®, CIO at Boreal Capital Management
Seguimos de cerca todo lo que pasa, porque tener buena información es vital para tomar buenas decisiones. Fernando de Frutos, PhD, CFA® CIO de Boreal Capital Management nos da su visión desde #Miami. #BorealExperts
Desde #Miami, Fernando de Frutos, PhD, CFA®, CIO de Boreal Capital Management y equipo siguen con detalle la evolución de los mercados. Su visión, siempre interesante, del momento en que vivimos. Información con rigor y análisis, clave para tomar buenas decisiones. #BorealExperts
Rafael Vicario, CFA, CAIA, from our Boreal Capital Management team in Zurich, shares his outlook on the current situation, shaped by President Trump's tariffs. In a few words: clear and concise. Having reliable information is key to making sound decisions. #BorealExperts
La firma de Joaquin Frances es sinómino de artículo recomandado. En esta ocasión buenas reflexiones en Funds Society 🇺🇸 English versión: The Impact of HNWI from Latin America on the Real Estate Market in Florida https://lnkd.in/d2BXZZN3
MORABANC Group has published its 2024 results, which reflect strength and consistent growth.
Private markets have been drawing a lot of attention in investment strategies lately. Gerard Alba and Fernando de Frutos, PhD, CFA® shared some valuable insights during the latest Boreal Capital Management Market Outlook.
We are proud to see Ernesto Tóth, CFA selected by Citywire Selector in their #40under40 list. A well-deserved recognition for the great work he does together with the entire Boreal Capital Management Switzerland team. You can find more details about Ernesto in this article 👉🏻 https://lnkd.in/dfFvQsY5 Congratulations! #BorealExperts
Orgullosos de Sebastián Salamanca, CFA, CAIA del equipo de Boreal Capital Management #Miami, reconocido con el premio Citywire Americas NextGen Chief Investment Officer 2025. Muy merecido! Enhorabuena a Sebastián y equipo! #BorealExperts
Gran jornada "Advisor Day" con Citywire Americas en #Miami con la intervención de Joaquin Frances explicando la visión de Boreal Capital Management Miami en el panel "Growing My Book: Innovative Strategies to Increase AUM Over $1bn" #BorealExperts