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Core-Satellite philosophy

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Banca March combines long-term investment with short-term opportunities that arise on the market.

This entails the construction of customer portfolios based around a core-satellite philosophy, which seeks to blend, in a simple way, the best of both worlds:

A tactical, agile, diversified and liquid core, actively managed and surrounded by a series of satellites, or performance levers, that emphasise the more long-term trend bets incorporated as permanent mainstays.

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TREASURY CO-INVESTMENT ALTERNATIVE MANAGEMENT INSURANCE SUSTAINABILITY AND IMPACT GROWTH TRENDS DELEGATED SOLUTIONS

Sustainability and impact

The need to achieve Sustainable Development offers new investment opportunities that make it possible to obtain attractive returns and reduce the risk of investments.

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Growth trends

Investments that demonstrate our capacity for innovation, exclusivity and a great foresight.

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Insurance

March Vida provides customers with a wide range of comprehensive savings insurance options with different terms, remuneration and settlement conditions.

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Treasury

The products and services offered through our Treasury area complement the other solutions in the Banca March portfolio and allow us to offer a specialist advisory service.

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Alternative management

Solutions for a different environment that seek returns, regardless of how markets perform.

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Co-investment

Banca March's business model is based on the joint growth of its customers, shareholders and employees.

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Delegated solutions

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

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