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The core is the pillar of the strategy and represents the large part of the customer investment portfolio.

Following the core-satellite philosophy, the core is the most tactical part of the portfolio, with diversified, liquid investments that seek to capitalise on short-term opportunities.

Discretionary Portfolio Management

A service that offers professional management for customer asset portfolios.

Risk-profiled funds

4 investment strategies for each risk profile, with Banca March's market outlook.


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