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Boreal
Capital Management
Boreal Capital Management, founded by Mora Banc Group in 2009, has achieved remarkable momentum in recent years. The Swiss external asset manager has increased assets under management by over 50% in just two years, with profitability showing triple-digit growth.
Boreal is confident about achieving ambitious growth goals
Strategic Zurich base fuels global ambitions
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From its prestigious Talstrasse 82 address, Boreal has established a strategic foothold in Switzerland's wealth management capital.
This location serves as more than just an office – it’s a launchpad for advisers seeking to leverage Boreal’s unique value proposition – the agility of a boutique combined with the resources of an established banking group.
With access to 21 global custodians and expertise spanning multiple jurisdictions, advisers joining Boreal gain immediate entry to a sophisticated ecosystem designed for cross-border success.
To find out more about these exciting partnership opportunities, please contact us at +41 44 225 13 00 or
Currently managing $1.6bn primarily for high- and ultra-high-net-worth clients across Europe and Latin America, Boreal has set an ambitious target to exceed €2bn in assets within the next two years through both organic growth and strategic acquisitions.
BOREAL CAPITAL GLOBAL PRESENCE
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Who we are
In the heart of Zurich’s financial district, Boreal Capital Management’s Swiss operation combines leadership excellence with entrepreneurial spirit.
CEO Jaime Moreno has orchestrated the firm’s impressive 50% AUM growth alongside chief compliance officer Irina Reznik and COO Javier Encinas, creating a powerhouse team with extensive international private banking credentials.
Their collaborative leadership approach has built a dynamic culture where experienced relationship managers and advisers thrive, delivering sophisticated wealth solutions with genuine autonomy and institutional-grade support.
An elite team leading Swiss Wealth innovation
A platform built on trust and service
What distinguishes Boreal is its combination of institutional backing and entrepreneurial flexibility. As part of Mora Banc Group, the firm leverages substantial financial and operational support while embracing true open architecture with connections to 21 custodians across multiple jurisdictions.
The service model emphasises personalisation, offering equity and fixed income strategies, mutual funds, alternative investments, and proprietary structured products.
For wealth managers, Boreal provides an entrepreneurial compensation structure within a sophisticated, supportive environment that allows advisers to focus exclusively on client service while benefiting from robust institutional resources.
info@borealcm.ch
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