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  4. Discretional portfolio management

Banca March - Crecemos con valores, crecemos juntosDiscretional portfolio management

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Specialized professionals

  • Delegation of the management of your portfolio to a team of specialized professionals
  • Definition of the portfolio risk profile according to the needs and preferences of the client in accordance with the regulations in effect
  • Access to practically all the markets and types of assets
  • Reporting and daily tracking of your positions over the internet
  • Periodic meetings to review the performance of the portfolio
  • Continual monitoring of the volatility of your portfolio

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