Boreal Capital Management

Boreal Capital Management

Financial-Services

Zürich, Zürich
Company Tagline

An independent asset management firm based in Switzerland and US providing with trust-worthy advice

Industry Category
Financial-Services
Company Description

Boreal Capital Management is a distinguished financial services firm committed to providing a comprehensive array of wealth management solutions. With a global presence spanning Switzerland and the US, Boreal Capital Management operates as an independent, multi-disciplinary entity focused on delivering fiduciary services with unparalleled dedication.

Located at Talstrasse 82, Zürich, Zürich 8022, CH, as its primary address, and with an additional location at 1450 Brickell Avenue, Suite 2900, Miami, FL 33131, US, Boreal Capital Management specializes in portfolio management, wealth tax management, consolidation of assets, product structuring, audit of assets, asset management, and investment advisory. This expertise allows Boreal Capital Management to offer tailored solutions that meet the unique needs of each client.

Founded in 2007, Boreal Capital Management continues to uphold its commitment to excellence in financial services. More details about the company’s offerings will be completed soon with the support of the company’s management.

To the manager of Boreal Capital Management, we invite you to create a customized and exclusive company showcase and product listing on our platform to further enhance your market presence.

Boreal Capital Management est une société de services financiers distinguée qui s'engage à fournir une gamme complète de solutions de gestion de patrimoine. Avec une présence mondiale couvrant la Suisse et les États-Unis, Boreal Capital Management opère en tant qu'entité indépendante et multidisciplinaire axée sur la fourniture de services fiduciaires avec un dévouement inégalé.

Situé à Talstrasse 82, Zürich, Zürich 8022, CH, comme adresse principale, et avec un emplacement supplémentaire au 1450 Brickell Avenue, Suite 2900, Miami, FL 33131, US, Boreal Capital Management se spécialise dans la gestion de portefeuille, la gestion de la fiscalité patrimoniale, la consolidation d'actifs, la structuration de produits, l'audit d'actifs, la gestion d'actifs et le conseil en investissement. Cette expertise permet à Boreal Capital Management d'offrir des solutions sur mesure qui répondent aux besoins uniques de chaque client.

Fondée en 2007, Boreal Capital Management continue de maintenir son engagement envers l'excellence dans les services financiers. Plus de détails sur les offres de l'entreprise seront bientôt complétés avec le soutien de la direction de l'entreprise.

Au gestionnaire de Boreal Capital Management, nous vous invitons à créer une vitrine d'entreprise et une liste de produits personnalisées et exclusives sur notre plateforme afin d'améliorer davantage votre présence sur le marché.

Key Personnel / Employees
Marc Mora (Board Member at Morabanc Group / Chairman of the Board at Boreal Capital Management) Carlos Alberto Miranda Massimo Borrelli Eli Butnaru CFA

Compare Companies Side by Side

Compare Boreal Capital Management with 3 companies in Financial-Services

4 Companies
Comparison Field
Boreal Capital Management
Boreal Capital Management
Main Company
One Plus Capital Ltd
One Plus Capital Ltd
View Profile
KJLK & Co., LLC
KJLK & Co., LLC
View Profile
Realta Wealth
Realta Wealth
View Profile
Founded Year
2010 2022 1989
Company Size
11-50 2-10 11-50
City
Zürich, Zürich Tulsa, Oklahoma Wilmington, Delaware
Country
United States United States
Skills & Keywords Comparing with main company
11 Total Skills
Wealth Management Portfolio Management Asset Management Investment Advisory Financial Services Tax Management Financial Solutions Wealth Tax Management Consolidation of Assets Product Structuring Audit of Assets
5 Total 5 Unique
Unique Skills:
Brokerage Corporate Finance Custody Forex & CFDs Provident Fund Solutions
32 Total 1 Common 31 Unique
Match 9%
Common Skills:
Financial Services
Unique Skills:
401K 403b 457 Alternative Investments Auction Funds Chief Investment Officer (CIO) +25
17 Total 2 Common 15 Unique
Match 18%
Common Skills:
Financial Services Wealth Management
Unique Skills:
Broker-Dealer Business Planning Business Sucession & Protection Planning College Planning Estate Planning IBD +9
4
Total Companies
1989
Oldest Founded
1
Countries
60
Unique Skills

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Alternative Company Names

This company is also known as

Boreal Capital Management 北极资本管理 बोरियल कैपिटल मैनेजमेंट Бореальный Капитал Менеджмент