Wealth Management

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Tailored investment services

You can either 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.

Co-investment

As the highest expression of our commitment, you can invest in 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, and not to depend on the performance of the financial markets.

Specialised services

Specialised services (M&A, Equity Capital Markets, Asset Financing Solutions, Liquid Assets, etc.) and access to the range available at our Luxembourg branch.

Our Wealth Management advisers will provide you with all the support you need to cover any financial need

It is a philosophy based on providing integrated advice and management of your assets with transparency and independence, focused on our customers' goals.

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

With average assets of €3,000,000 we offer you comprehensive management of your family and business assets. You will have a Wealth Management Adviser at your service, together with a number of specialist Banca March teams to provide you with the best solutions and results.

  • Co-investment, participating in the same investment vehicles and projects as the bank's shareholders.
  • Wealth Planning: efficient financial and tax organisation and administration of your family or business assets.
  • Luxembourg: integrated management with a single contact person and a range of investment solutions.
  • M&A: shareholder restructurings, alliances, asset investment and divestment, purchase and sale of companies.
  • Cash Flow: hedging and mitigation of all types of risk (currency, interest-rate and commodities).
  • Equity Capital Markets: capital increases, IPOs, convertibles, etc...
  • Asset Financing Solutions:
  • Retirement Products with advantages for Wealth Management customers.
  • Exclusive cards with loyalty programmes and high added-value services.

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 December, 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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