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Mora Capital Group combines financial expertise, independence and prudent management to offer solutions tailored to the needs of private, institutional and professional clients in the financial sector.
Wealth management based on trust and closeness
An independent approach aligned with the client’s interests
Committed to transparency and high professional standards
A long-term vision focused on wealth preservation
Asset management and wealth advice for private clients, institutional clients and independent financial advisers, with an approach tailored to and compliant with the US regulatory environment.
Structured and flexible financing solutions designed to meet specific needs within a prudent professional framework.
Brokerage and market access services, with robust operations, regulatory compliance and the backing of an international financial group.
Asset management and wealth advice for private clients, institutional clients and independent financial advisers, with an approach tailored to and compliant with the Swiss regulatory environment;.
Millions of euros in assets under management
Liquidity (LCR)
Average for EU banks¹: 151.01%
Return on equity (ROE)
Average for EU banks¹: 9.54%
Countries of origin of our clients
1 Data updated as of December 2024
Fernando de Frutos, Chief Investment Officer of Mora Capital Group, publishes an in-depth analysis in Funds Society on how to evaluate opportunities and risks in the technological...
Joaquín Francés, CEO of the group, details in an exclusive interview with Diario Las Américas how the corporate unification responds to an international vision oriented toward pers...
Joaquín Francés, CEO of Mora Capital Group Miami, recently appeared on Comercio TV to share his views on market developments, the impact of artificial intelligence on the global ec...
Mora Capital Group presents Beyond Financial Capital, a 4-episode series hosted by Andrea Cuomo, UHNWI Executive Vice President at Mora Capital Management Zurich. The first chapte...
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