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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
Jaime Moreno, CEO of Mora Capital Management, has granted an interview to Citywire in which he outlines the company's strategy and vision for the coming years. Under the new name...
In this edition of "In few Words," Sebastián Salamanca CFA, CAIA Senior Investment Advisor at Mora Capital Group, shares his vision on the topics transforming global mark...
In this month's edition of Video in Four Words, Rafael Vicario, CFA, CAIA, Head of Investment Advisory at Mora Capital Management Zurich, shares his perspective on some of the key...
Jaime Moreno discusses in Citywire the trends reshaping international wealth management and the growing role of platforms capable of combining independence, sophistication and glob...
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