MORA WEALTH GLOBAL PRESENCE

Mora Wealth Management (MWM)

is an independent multi-disciplinary wealth management services firm. It is a true fiduciary with a clear goal of providing its clients with a full array of solutions. MWM has a global presence with branches located in Switzerland and USA.

Mora Wealth Management is privately owned and forms part of the banking group, Mora Banc Grup, SA.

Founded in 1952 and wholly owned by the Mora family, allowing us to take the long-term view, free from the market pressures of quarterly results, while keeping our interests firmly aligned with yours. The Mora Banc Grup has a well established tradition in private banking and presence in Switzerland and USA.

  • AUMs 6.8 Billion
  • Liquidity ratio 62.82%
  • Solvency ratio 32.4%
  • Return on Equity (ROE) 7%

MoraBanc

was rated the fifth most solvent bank in Europe* by The Banker and named Bank of the Year in Andorra in 2009, 2011, 2013 and 2015 by “The Banker” magazine, part of the Financial Times Group.It was also the first Andorran bank to receive an ISO 9001:2008 quality management certification.

*Data as at 31/12/12, published by The Banker in July 2013 and based on BIS ratios.

OUR STRENGTHS

As an exclusive wealth management firm, we distinguish ourselves through a genuine independence and strong professionalism. Our specific strengths are the base to offer you excellent banking solutions:

We are independent

The Multi-custody model, with independent advice as a compulsory standard of conduct and a detailed analysis of the cost structure for the customer, with the priority aim of optimizing it.

We are specialists

Our group of top level professionals provides high quality financial advice tailor-made for the customer. Our work involves an outstanding client-service orientation.

We are reliable

We treasure our clients trust and therefore transparency in our model, in both advice and costs, is one of our most important values.