In an interview with Funds Society, Joaquín Frances, CEO of Mora Capital Group in Miami, shares the company’s strategic vision following its return to the Mora Capital Group brand, a move that reinforces the firm’s historical identity and its connection to the MoraBanc Group.
Frances highlights the strong growth achieved in recent years, the ambition to continue expanding profitably, and the unique value of an international platform with a presence in the United States, Switzerland, Spain and Andorra. He also emphasizes a business model built on personalized service, long-term client relationships and wealth management supported by innovation, technology and an increasingly comprehensive range of investment and lending solutions.
The interview also explores the challenges and opportunities facing the wealth management industry, the impact of artificial intelligence, and the importance of preserving the human element as a key factor in client relationships.