We offer multiple account options, including primary, joint, and corporate accounts. Complete our simple application forms to get started.
During your application, submit your AML (Anti-Money Laundering) documents securely through our dedicated AML process. If you don't have them readily available, you can provide them no later than 30 days after opening your account.
Coordinate with your designated account manager to schedule an onboarding appointment. They will then guide and discuss your investment preferences while tailoring an investment plan to suit your needs.
Embark on your wealth-building journey and work towards your financial goals by initiating your investments. Your dedicated account manager will offer expert advice on a range of equities, bonds, and mutual funds.
Planning for your financial future, and that of your family, is a personalised journey. The choices you make in your investment strategy will be guided by your individual circumstances and aspirations.
For instance, if you’re investing for retirement, your strategy will differ from someone aiming for a shorter-term goal. With a plethora of investment options available, there are numerous products designed to help you achieve both medium and long-term objectives.
Your Balmoral March advisor is your partner in creating a tailored investment plan that aligns your key objectives with your risk tolerance, taking into account your current and potential tax position. We will craft the optimal investment management plan to ensure that your money is diligently working towards helping you achieve your financial goals.
Australia Office
1 William Street
Perth
WA 6000
Australia
+61 (0) 8 5122 5100
info.au@balmoralmarch.com
www.balmoralmarch.com
Luxembourgh Office
No. 31-33
Avenue Pasteur
L-2311, Luxembourg City
Luxembourg
Registered Office Address
info.lu@balmoralmarch.com
www.balmoralmarch.com
United Kigdom Office
Level 18 – No. 40
Bank Street, Canary Wharf
London E14 5NR
United Kingdom
+44 (0) 208 385 3737
info.uk@balmoralmarch.com
www.balmoralmarch.com
Canada Office
Boulevard Laurier
Quebec City
QC G1V 0B9
Canada
+1 581 1900 3511
info.ca@balmoralmarch.com
www.balmoralmarch.com
Balmoral March Capital is the trading name and collaboration between Balmoral Asset Management Pty. Ltd. Australia and March Capital Holdings S.à.r.l. of Luxembourg. Balmoral March Capital operates throughout Europe, Australia, United Kingdom & Canada.
Balmoral Asset Management Pty. Ltd: Is regulated by the Australian Securities and Investments commission (ASIC), with ABN / ACN / ARBN: 33603492039 & with Australian Financial Services Licence (AFS) Number: 518851, and March Capital Holdings S.à. r.l: With Legal Entity Identifier (LEI): 549300Q07MBS1SDQGK54, and is indirectly supervised by the The European Central Bank (ECB), based on Article 2(20) of Regulation (EU) No 468/2014 of the European Central Bank, 16 April 2014, establishing the framework for cooperation within the Single Supervisory Mechanism between the European Central Bank and national competent authorities and with national designated authorities (OJL141,14.5.2014,p.1-SSM Framework Regulation). A ‘supervised entity’ means any of the following: (a) a credit institution established in a participating Member State; (b) a financial holding company established in a participating Member State; (c) a mixed financial holding company established in a participating Member State, provided that the coordinator of the financial conglomerate is an authority competent for the supervision of credit institutions and is also the coordinator in its function as supervisor of credit institutions (d) a branch established in a participating Member State by a credit institution which is established in a non-participating Member State.
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