Mora Capital Management Hits CHF 1.9 Billion Milestone Following 130% Three-Year Growth

Mora Capital Management Hits CHF 1.9 Billion Milestone Following 130% Three-Year Growth

2026-05-05 companies

Zurich, Tuesday, 5 May 2026.
As of May 2026, Mora Capital Management Switzerland surpassed CHF 1.9 billion in managed assets. This remarkable 130% three-year growth highlights strong investor confidence in their specialized strategies.

Strategic Rebranding and Three-Year Expansion

The recent milestone follows a period of significant corporate transition, most notably the firm’s rebranding from Boreal Capital Management to Mora Capital Management Switzerland in March 2026 [1]. By the close of 2025, the wealth management firm had already recorded assets under management (AUM) of CHF 1.953 billion [1]. This figure represented a 38 percent increase compared to the previous year [1]. Looking at a slightly longer timeline, the firm’s trajectory is even more pronounced; at the end of 2022, the entity managed CHF 844 million in assets [1]. Over the subsequent three years, it experienced a 131 percent growth rate, adding 1109 million CHF to its portfolio by the end of 2025 [1].

Parent Company Performance and European Consolidation

Financially, the MoraBanc Group reported a net profit of €62.5 million for 2025 [1]. This represented an 8 percent year-on-year increase and marked the institution’s tenth consecutive year of profit growth [1]. The group also maintained a robust fully loaded Common Equity Tier 1 (CET1) ratio of 20.52 percent [1], a key regulatory metric used to evaluate a bank’s financial strength and solvency [GPT]. A significant driver of this broader corporate expansion has been the strategic acquisitions of Tressis and Banco Europeo de Finanzas (BEF) within the Spanish market, which have bolstered the group’s overall European presence [1].

Service Architecture: Multicustodian and Advisory Models

A core component of Mora Capital Management’s operational strategy in Switzerland is its multicustodian model [3]. By distinctly separating asset management functions from custody functions, the firm provides clients with enhanced transparency, security, and control over their portfolios [3]. This open-architecture approach is designed to align the firm’s interests directly with those of the investors, thereby optimizing overall financial results and mitigating potential conflicts of interest [3].

Future Outlook in the Swiss Market

Looking ahead from the current landscape in May 2026, the firm anticipates further consolidation and growth within the competitive Swiss financial sector. Jaime Moreno, CEO of Mora Capital Management Switzerland, noted that the strong financial results from 2025 enabled the Swiss branch to significantly increase its proportional contribution to the wider MoraBanc Group [1]. Moreno emphasized that this performance should not be viewed in isolation; rather, it is the direct outcome of a clearly defined private banking strategy [1]. According to Moreno, this strategic positioning will continue to strengthen the firm’s foothold in Switzerland, a market that remains pivotal to the group’s international wealth management ambitions [1].

Sources


Asset management Financial growth