iCapital and Boreal Announce an Alliance to Expand Access to Institutional-Quality Alternative Assets

With Global Reach, It Targets the Latin American Client

Date: 31 Jul 2025 · 17:50

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iCapital and Boreal Capital Management AG (Zurich) and Boreal Capital Management LLC (Miami), subsidiaries of the MoraBanc Group, have announced in a statement a global collaboration aimed at expanding cross-border investment solutions

This expansion is especially relevant for Latin America, where Boreal Miami serves a growing base of private clients and family offices seeking diversified investment opportunities of institutional quality

“This agreement represents a key strategic step in our commitment to offering our clients access to top-tier alternative investment solutions, always with the highest level of transparency and regulatory rigor,” stated Joaquín Francés, CEO of Boreal Capital Management LLC

iCapital and Boreal Capital Management AG (Zurich) and Boreal Capital Management LLC (Miami), subsidiaries of the MoraBanc Group, have announced in a statement a global collaboration aimed at expanding cross-border investment solutions. This alliance builds on the successful use of iCapital’s Marketplace by Boreal Miami since 2021 and now includes Boreal Zurich’s access to Luxembourg-domiciled funds for qualified Swiss investors.

This expansion is especially relevant for Latin America, where Boreal Miami serves a growing base of private clients and family offices seeking diversified, institutional-quality investment opportunities. The alliance underscores both firms’ commitment to transparency, innovation, and client-centric wealth management.

We believe this story will resonate with your audience, particularly given the increasing demand for access to sophisticated investments in Latin America. I would be happy to arrange interviews with executives from iCapital or Boreal, or provide additional information.

“This agreement represents a key strategic step in our commitment to offering our clients access to top-tier alternative investment solutions, always with the highest level of transparency and regulatory rigor,” stated Joaquín Francés, CEO of Boreal Capital Management LLC.

“We are pleased to expand our relationship with iCapital, a step that will further strengthen our global offering and enable us to continue providing our clients with access to high-quality investment opportunities,” added Jaime Moreno, CEO of Boreal Capital Management AG.

“We are excited to deepen our relationship with Boreal Capital Management and support their global expansion into alternatives,” stated Wes Sturdevant, Head of International Client Solutions for the Americas at iCapital.

With over $4 billion in assets under management and a team representing fifteen nationalities and ten languages, Boreal offers a unique combination of global reach and local expertise. iCapital, for its part, manages $232 billion in alternative platform assets and provides AI-driven solutions that streamline the investment lifecycle—from onboarding and regulatory compliance to reporting and portfolio integration.

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