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Banca March - Hacer crecer, seguir creciendoExcellence in advisory services

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Customers give our personal advisers an average rating of 8.9

OVER 90 SUCCESSFUL YEARS IN PRIVATE BANKING

We were founded as a Private Bank and, today, we are not only a point of reference in this service, but also in Wealth Planning, Business Advisory Services and Asset Management.

An integrated service for companies and businesspeople

Banca March, as a 100% family owned institution which has business at the heart of its DNA, has always had a special affinity for family businesses and businesspeople. We have always understood them and share their needs. Banca March specialises in wealth management for family business owners and executives, offering a 360 degree integral service:

  • Traditional solutions in banking finance, transactional management and treasury.
  • Asset and company planning.
  • Broad covering in insurance.
  • M&A financial services.
  • Alternative financing channels.
  • Tax structures.
  • Insurance and risk coverage of exchange and interests rates, commodities etc.

Specialisation

Banca March has enjoyed over 90 years of success as a reference point in Asset Management and Private Banking. We are a private bank, not the Private Banking section of a bank. Our philosophy and specialisation have been recognised by many awards and distinctions for specialised banking:

Best Spanish Private Bank for six consecutive years (2010-2015) in the World Finance Banking Awards.

Best Spanish Private Bank in 2014, 2015 and 2016 and Best Spanish Asset and Wealth Management Company in 2013 by the Global Banking and Finance Review Awards.

Best European Private Bank for Sustainable Growth at the IAIR European Awards 2013 and 2014.

Best Spanish Asset and Wealth Management Company 2012 and Best European Private Bank 2014, 2015 and 2016 according to The European.

Personalisation

The model of our advice is based on a thorough understanding of the needs of our customers and the close monitoring of their investments. This personalised treatment requires not only the total availability for our customers, but also the necessary time to understand their needs and explain clearly and transparently our proposals. For this reason our managers only assess a very limited number of customers. Banca March ratio 31.8 against 80-100 average for the sector*

*Sector source: Fundspeople.com.

Differentiated products

We combine an open architecture of third party products with a range of differentiated products selected by our boutique management company: March Asset Management
An example of this are our thematic funds, such as The Family Businesses Fund, which invests in family companies listed globally. Because we trust in the intrinsic value of family companies that, like us, have the long-term vision, loyalty, motivation and low indebtedness, among other qualities, which are translated into an excellent behaviour upon any situation. A further example is March Vini Catena, which invests in listed companies related to the global wine value chain.

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