Services

Custody

We help Mora Capital Management’s US clients find the best custody solutions.

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We enable clients to keep their assets deposited with an independent custodian, separating the custody of securities from the advice and management roles

Mora Capital Management acts as the contact and adviser, but does not have direct custody of the securities, which strengthens the model’s independence

Under US law, Mora Capital Management has fiduciary responsibility and always looks out for the client’s interests above its own

Consolidation of positions, global monitoring of assets and fluid communication between the client, adviser and custodian

Advantages of our model

Mora Capital Management’s custody model provides a balanced combination of security, flexibility and transparency. By working with an independent, highly-reputable custodian, clients benefit from a robust structure that protects their assets and facilitates efficient wealth management over the medium and long term. This approach also makes it possible to adapt custody to the specific needs of each client and work towards their financial objectives.

  • The securities are held in custody in an independent and highly-regulated financial institution, which enhances the protection of the client’s wealth.
  • The client has clear and detailed information about their positions, transactions and activity, with direct access to the information provided by the custodian.
  • The model allows custody to be adapted to different types of assets and strategies, without limiting the investment architecture.

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Mora Capital Group is a leading global provider of financial investment solutions to high-net-worth individuals, family offices and organizations. For more information, any request or complaints, please submit an inquiry via our contact form or send us an e-mail at: info@moracapitalgroup.com