OUR PLATFORM

MULTI CUSTODY & JURISDICTION PLATFORM

  • Mora Wealth Management currently has contracts signed with 12 Top-Tier custodian banks, in accordance with the different applicable Laws on Financial Market Supervision. Given the institutional nature of these associations, execution and pricing are significantly lower than those obtained through regular Private Banking channels
  • Via our global network of custodian banks, we are able to offer geographical diversification and we can operate from Switzerland (Zurich) even extending our reach to non-traditional jurisdictions such as Canada, Singapore or Hong-Kong.
  • From the USA (Miami), we provide with a Broker-Dealer and RIA offering a fully disclosed business model, clearing through Pershing and JPMCC. Offering a complete scope of investments, asset management and trading services.

Alone we can do so little; together we can do so much

Helen Keller

CHOOSING A PLATFORM HAS SERIOUS IMPLICATIONS

  • Using a single custodian bank is inherently risky, as even the best custodians are exposed to different types of risk
  • Holding multiple relationships with custodian banks can be complex to administer and time consuming
  • A larger number of institutions involved compromises confidentiality and makes difficult to get a holistic view of client’s financial situation
  • Conflict of interests create misalignments between the interests of the custodian bank and those of the customer

MWN MODEL

  • MWM plays a central role in the relationship between you, your financial institutions, your investment managers, and your financial service providers
  • Thanks to our open architecture model, we are always able to find the Best in Class solutions for our customers
  • We also can offer our own execution management capabilities so that our clients can always crosscheck with that offered by the custodian bank

Custodian A

RM

Products

Products

Custodian B

RM

Products

Products

Custodian C

RM

Products

Products

Client

Custodian A

Custodian B

Custodian C

Best-in-Class Product Platform

Best-in-Class Execution