Private Banking

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Tailored investment services

You can delegate the management of your fund portfolio to our experts (discretionary management), or receive investment recommendations from your Adviser on a regular or occasional basis, and make your own decisions.

Portfolio Management and Mandates

In line with your risk profile (defensive, conservative, moderate or aggressive) and your investment goals, you can access a variety of management mandates, investing in our own or third-party investment funds, with the right level of diversification.

Co-investment

Access to the same projects and opportunities as our shareholders. It is an attractive option to diversify your assets and take advantage of transactions in the real economy, rather than depending on the performance of the financial markets.

With almost one hundred years of experience, we are specialists in Private Banking

Your Private Banking Adviser will help you plan the integrated management of your assets to make them grow and ensure the efficiency of your financial and tax position.

We help you achieve your goals, with prudence and a long-term vision.

If you have any queries, call us free on 900 227 227

Do you want to find out more?

If you want to know about our services in more detail, or to open an account, fill in the following data so we can call you.

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FAQs

Ideally, assets of at least €500,000 are required so we can offer you the most advanced investment services and diversify your portfolios to make your assets grow with our Expert Advisers.

  • Co-investment, participating in the same investment vehicles and projects as the bank's shareholders.
  • Institutional SICAVs.
  • Access to investment fund unit classes offering lower management fees.
  • Discretionary portfolio management mandates for a variety of profiles. For example, depending on your chosen profile, they invest in long-term trends (Technological Revolution, Demographics and Lifestyle, Sustainability and the Environment).
  • Highly specialised alternative investment projects outside the realm of the traditional financial markets.

Banca March is the head of one of Spain’s top financial groups, and the only one which is wholly family owned. In line with its philosophy of prudent, long-term management, Banca March's business model is supported by robust financial and capital ratios. The bank boasts the lowest NPL ratio in the Spanish financial sector (1.40%, versus a sector average of 3.54%) and its capital adequacy ratio (22.21%) - LCR (310.0%) and DTL (185.0%) - and NPL coverage ratio (65.57%) are also among the strongest in the banking sector (data for Desember, 2024).

Banca March's compelling value proposition has also been recognised by the rating agency Moody’s, which has confirmed the bank long-term rating of A3 with a stable outlook, positioning it as one of the best-rated banks in the Spanish financial sector and stronger than Spanish sovereign debt, which is currently rated Baa1. Banca March is one of the main shareholders in Corporación Financiera Alba, which holds significant stakes in Naturgy (indirect), Acerinox, Ebro Foods, Viscofan, Atlantic and Parques Reunidos, among other companies.

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