Mora Wealth Management

Financial Services - Zürich, Zürich, Sw

Mora Wealth Management Employees
Marco Moreno

Executive Vice President

Contact Marco Moreno

Juan Doria

Executive Vice President, Investments

Contact Juan Doria

Daniel Richmond

Executive Vice President - Investments

Contact Daniel Richmond

Carl Edlund

Executive Vice President

Contact Carl Edlund

John Zeno

Chief Compliance Officer And Aml Officer

Contact John Zeno

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Mora Wealth Management Details

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.

Mora Wealth Management logo, Mora Wealth Management contact details
Website: borealcm.com
Employees: 100 - 249
HQ: 305-459-5400
Location: Zürich, Zürich, Sw
Revenue: 2.5 - 5 Million
Asset Management Investment Advisory Portfolio Management Wealth Tax Management Product Structuring Consolidation of Assets Audit of Assets Financial Services Financial Advisory Services
Mora Wealth Management Technologies
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