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Inside Boreal
Boreal Group, part of Andorra’s MoraBanc Group, has established itself as a specialized wealth management firm serving HNW and UHNW individuals primarily across Latin America.
Empowering Entrepreneurial Wealth
Prime Location & Unmatched Support
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Situated in the heart of Miami’s financial district, Boreal Capital Management’s office at 1450 Brickell Avenue offers a prestigious setting for advisors seeking independence without sacrificing infrastructure or global reach. Advisors joining Boreal gain access to a state-of-the-art platform, sophisticated investment capabilities, and a network of high-caliber professionals – all within a modern, collaborative space designed for success.
To explore opportunities, contact the Miami office at (305) 459-5400 or email
Currently managing $3.1bn in assets, Boreal has ambitious plans to reach $5bn within three years through both organic growth and strategic acquisitions.
What distinguishes Boreal is its banker-centric approach, viewing financial advisors as partners rather than employees.
The firm aims to create an entrepreneurial environment where advisors can operate with a sense of ownership while benefiting from institutional backing. This balanced model combines the financial stability of larger institutions with the agility and personalized service of boutique firms.
Boreal leverages MoraBanc’s financial strength, compliance infrastructure, and technological capabilities while maintaining operational independence and flexibility.
For 2025, the firm is targeting low double-digit growth and plans to strengthen its internal controls and risk management functions while continuing to add ‘a few hundred million dollars’ in new assets under management.
BOREAL CAPITAL GLOBAL PRESENCE
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Who we are
Boreal Capital Management’s Miami team brings a wealth of experience in international banking and wealth management. Led by CEO Joaquín Frances, alongside a seasoned leadership team – including CFO Edgar Penela, global CIO Fernando de Frutos, and chief compliance officer Peter Botero – the team is dedicated to delivering tailored financial solutions for high-net-worth clients. With a strong focus on investment expertise, client relationships, and global market insight, Boreal’s Miami professionals offer a dynamic environment for advisors looking to grow their business with the support of a leading independent wealth management firm.
Miami Team & Expertise
Creating an entrepreneurial wealth management platform for Latin American HNWIs
The firm aims to create an entrepreneurial environment where advisors can operate with a sense of ownership while benefiting from institutional backing. This balanced model combines the financial stability of larger institutions with the agility and personalized service of boutique firms.
Boreal leverages MoraBanc’s financial strength, compliance infrastructure, and technological capabilities while maintaining operational independence and flexibility.
For 2025, the firm is targeting low double-digit growth and plans to strengthen its internal controls and risk management functions while continuing to add ‘a few hundred million dollars’ in new assets under management.
info@borealcm.com
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