- Advanced services
- Your day to day
- Euro Account
- Remote channels
- Service models
- Investment philosophy
- Banca March Luxembourg
- Daily transactions
- Corporate advisory service
Discretionary Portfolio Management
Start of main content
In cooperation with the Discretionary Portfolio Management service, the customer defines the goals for their equity, so that our specialists can design and manage a portfolio of funds that adapts to their risk profile.
With open product architecture and an in-house fund selection method, Banca March applies the traditional asset management principles, based on rigour and prudence, while seeking constant innovation and differentiation.
- This solution provides access to practically all markets and asset types, in addition to most investment strategies and specialist managers.
- Transparency in the composition, returns and costs of portfolios.
- Portfolios shaped by the macro and market vision of Banca March. Operations also delegated.
How do we do this?
The pillars of our management are:
Search for long-term capital protection.
Markets, assets and selection of specialised funds.
Adaptation to economic changes and volatility uptick episodes
Protection in times of market losses, seeking to anticipate major trends.
End of main content