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About us
- Funds and SICAVs
- Pensions and EPSV
- Documentation
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In 2000, the Banca March Group established its investment management company, March Gestión de Fondos, SGIIC. In 2014, Banca March changed its image, and we followed suit by changing our name to March Asset Management, SGIIC.
From the beginning, we have been committed to independence and objectivity.
March Gestión de Fondos, SGIIC was founded
2000
Constitution of March Acciones P.P.
2001
Constitution of Plan Pensión Creciente P.P.
2003
Founding of March Vida and constitution of March Patrimonio Defensivo F.I.
2004
Standard&Poor’s Investment Funds 2006 Expansion Awards
First five-year European Equities March Bolsa F.I. and first three-year European Equities March Bolsa F.I.
2006
LIPPER Fund Awards 2007, Spain
March Bolsa F.I. Best Euro Flexible Mixed Fund.
Constitution March Europa, March Cartera Decidida, March Cartera Conservadora, March Cartera Moderada.
2007
Constitution March Bonos P.P.
2008
Banca March No. 1 in European banking stress tests according to the Committee of European Banking Supervisors.
Best Private Bank in Spain by World Finance.
March Vini Catena, one of the best ideas according to Actualidad Económica in the fund’s first year of operation..
Expansión Interactive Data Investment Funds Awards:
- Best Equity Portfolios 2010, March Gestión
- Best Aggressive Fund Portfolios 2010, March Gestión
- Citywire Rating A and AA. Javier Peréz Fernández Global Equity Manager
Constitution: March International- The Family Business Fund, New Emerging World FI, March International - March Vini Catena, March International - Torrenova Lux.
2010
Constitution March Patrimonio Corto Plazo F.I.
Citywire Rating A and AA: Javier Pérez Fernández – Global Equity Manager.
Banca March: No. 1 in European banking stress tests according to the Committee of European Banking Supervisors.
Banca March: Best Private Bank in Spain by World Finance.
Morningstar 2021: March Pension 50/50 PP, best Mixed Moderate Pension Plan.
Actualidad Económica and 3M: Award for the 100 best ideas of the year 2013.
2011
. Best Private Bank in Spain by World Finance
The New Europe Awards 2012. Banca March Best Asset Manager Bank, Spain.
2012
Constitution: March Acciones EPSV, March Moderado EPSV, March International-Valores Iberian Equit
Banca March: Best Private Banking in Spain by World Finance
XIV Expansión-Allfunds Bank Investment Funds Awards 2013: Best Conservative Fund Portfolio March Gestión de Fondos SGIIC
Financial News: Award for the 100 best ideas of the year 2013
LIPPER Fund Award 2013, Spain: March Vini Catena, best three-year Euro equity mixed fund
2013
Best Private Banking in Spain by World Finance
Banca March acquires 51% of Inversis Banco
2014
Handover to the 4th generation of the March family
Constitution March Monetario F.I.
Best Private Bank in Spain by World Finance
2015
Best Private Bank in Spain by World Finance
European Funds Trophy 2016: Best Asset Management Company
Acquisition 100% Inversis Banco
Acquisition Bancoval
2016
Acquisition 100% Consulnor
XVIII Expansión Allfunds Bank Funds Awards 2017:
- Finalist as Best National Manager, March AM
- Best Global Equity Pension Fund, March Acciones FP
- Best Short-Term Fixed Income Fund, Fonmarch FI
- Best Conservative Risk-profiled Portfolio, March Cartera Conservadora FI
- Best Aggressive Profiled Portfolio, March Cartera Decidida FI
European Funds Trophy 2017: Best Asset Management Company
2017
March Best Private Bank in Spain by World Finance
Iberian Value 2018: 2nd Best Idea
European Funds Trophy 2018: Best Asset Management Company
Citywire Rating +: Javier Pérez Fernández, Global Equity Manager (January to May 2018)
Citywire Rating AAA: Marta González Labian and Francisco Herrero, FI Managers
Allfund Bank Expansion Awards: Best Equity Manager 2018
Constitution March International Lluc Lux
2018
March Risk Solutions
Banca March receives the Top Employers 2019 award
European Funds Trophy 2019: Best Asset Management Company
2019
Constitution March Generation X PP and March Babyboomer PP
2020
In these years, we have grown together with our customers and have reached total assets under management of around €5 billion.
We have over a decade of experience managing innovative thematic funds, fixed income funds, equity funds (for which we won the award of Best Equity Fund Manager in Spain in 2018 at the Expansión-Allfunds Awards), SICAVs (including Torrenova de Inversiones, the second largest SICAV in Spain), pension plans, EPSVs, and Luxembourg solutions.
At March A.M., we believe that human capital is essential for achieving consistent results. Our management team is experienced and cohesive, with more than 22 years of experience in the industry. .
Figures at 31 December 2021End of main content
- Funds and SICAVs