WE ARE MORA WEALTH MANAGEMENT

Mora Wealth Management is an international multi-disciplinary wealth management services firm with more than 50 years of expertise in private banking, being part of Mora Banc Grup SA.

From our offices based in Zurich and Miami, we offer first-class financial services to private clients and wealthy families as a true fiduciary with a clear goal: providing our clients with a full array of solutions to grow their wealth.

Our clients benefit from an extensive team of professionals that provide them with all the support and advice they need in all the different fields affecting their wealth and the power of an independent platform oriented to minimizing risk, preserving capital achieving consistency in the rate of wealth appreciation.

OUR HISTORY

Mora Wealth Management was founded in Zurich in 2008 as a result of the Mora Banc Grup international expansion strategy, a process aimed at developing its financial strengths through providing first-class wealth management services according to a risk-based investment, independent and reliable approach.

This first international location was soon followed by the 2009 acquisition of PRS Latam in Miami (USA), now Mora Wealth Management Miami.

Founded in 1952, Mora Banc Grup has developed and preserved a strong tradition in the field of private banking and keeps its 100% Andorran shareholding in the hands of the entity’s founding families, allowing the organization to take a long-term view, free from the market pressure of quarterly results while keeping the main interests firmly aligned with the clients.

Professional service, quality and financial strength are the foundations of Mora Banc Grup, which has about 6.8 billion EUR under their management as of December 31, 2016, a very high solvency ratio (32.4%) and liquidity ratio (62.82%).

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.

For more information about Mora Banc, visit: www.morabanc.ad

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