Boreal Miami, International Wealth Management Firm of the Year

2025-11-10

Boreal Capital Management Miami has been awarded International Wealth Management Firm of the Year at the latest edition of the Citywire International Wealth Management Awards 2025. This recognition highlights the talent of the firm’s professionals and their commitment to leveraging technological advancements and financial market insight to create a differentiated and value-added investment proposition.

The awards jury emphasized that Boreal Capital Management exemplifies best practices in client service and portfolio construction, setting the benchmark for excellence in international wealth management. This is the highest institutional recognition within the Citywire International Wealth Management Awards and demonstrates Boreal’s commitment to going above and beyond in client care.

Joaquín Francés, CEO of Boreal Switzerland, stated:

“This recognition validates Boreal’s track record and the value of independent advisory. It is also proof of how technology and access to information have leveled the playing field, allowing agile firms to compete on equal footing with major players.”

The Security of Belonging to a Leading International Group

Boreal Capital Management is part of MoraBanc, a family-owned financial group of Andorran origin with a presence in Andorra, Spain, the United States, and Switzerland. In 2024, MoraBanc increased its assets under management by 67%, reaching €18 billion, and its profit by 12% to €57.7 million, maintaining a solvency ratio of 19.47% (CET1 fully loaded) — higher than the European banking average of 16%.

The growth of Boreal Miami has contributed significantly to the Group’s international expansion. In 2024, for the first time, the Group closed the year with more assets under management in its international subsidiaries than in Andorra. The acquisition of the Spanish brokerage firm Tressis has also been a key milestone in this growth.