An independent asset management firm based in Switzerland and US providing with trust-worthy advice
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.
Compare Boreal Capital Management with 3 companies in Financial-Services
| Comparison Field |
Boreal Capital ManagementMain Company |
One Plus Capital LtdView Profile |
KJLK & Co., LLCView Profile |
Realta WealthView 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
|
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