An independent firm with more than 18 years of experience in private banking
International operations on 2 continents
Tailored advice services
Mora Capital Management in the United States combines a strong presence in the US market with the experience and backing of an international financial group. Our Miami office offers a wealth management and financial advice service based on independence, transparency and in-depth knowledge of the markets.
A team with extensive experience in the US market and wealth management
An independent approach with open architecture, aligned with the client’s interests
Robust infrastructure and compliance with the highest US regulatory standards.
Mora Capital Management offers a set of services designed to assist you in managing and protecting your assets, combining expert advice, flexible solutions and robust infrastructure
Financial solutions: structuring tailored strategies aimed at specific asset objectives
Investment advice services: expert assistance in defining and monitoring the investment strategy
Discretionary management: delegation of management to experts
Custody: secure and efficient custody solutions with top-tier institutions
Mora Capital Management is a wealth management company that has been operating from its Miami offices since 2009.
Committed to client satisfaction and wellbeing
Our objective is to set a quality standard in the market
We operate in the United States under a strict regulatory framework, ensuring compliance with the applicable regulations and the highest standards of professional conduct
Activity supervised by the relevant regulatory agencies in the United States
Compliance with the regulatory requirements applicable to RIAs and broker-dealers
Internal policies aimed at investor protection and market integrity