Boreal Capital Management
Roberto F. Garcia Valles has been serving as Senior VP-Investments at Boreal Capital Management since January 2013. Prior to this, Roberto F. held the position of Senior Vice President - Investments at Merrill Lynch for over two decades. In their current role, Roberto F. manages a portfolio of clients in the Latam region, adhering to the investment policy established by the chief investment officer in the Zurich office.
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Boreal Capital Management
We are an independent multi-disciplinary wealth management services firm, true fiduciary with a clear goal of providing our clients with a full array of solutions. We have a global presence with branches located in Switzerland and the US. Privately owned, Boreal Capital Management forms part of the banking group, Mora Banc Group 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.