At Balmoral March Capital, our commitment to delivering exceptional service distinguishes us. We offer independent, comprehensive offshore advice, providing our clients with unrestricted choices and intelligent solutions without any minimum wealth requirements.
Our clients benefit from a full range of services, including retirement planning, wealth and investment management, and tax planning. Our transparent and flexible charges ensure a 60% lower cost compared to the market leader.
Quality is at the core of our values. We are dedicated to delivering outstanding outcomes for our clients, driving Balmoral March Capital’s rapid growth. Our client base has expanded by an average of 22% annually, reflecting the effectiveness of our services.
We are proud to maintain a remarkable client satisfaction rating of 97%, establishing us as a leading wealth management firm and reinforcing our position as a trusted partner in our clients’ financial success.
Balmoral March Capital, along with our accomplished team and global partners, harnesses a wealth of knowledge and experience to guarantee optimal outcomes for clients and their families worldwide.
Balmoral March Capital, along with our accomplished team and global partners, harnesses a wealth of knowledge
and experience to guarantee optimal outcomes for clients and their families worldwide.
Our comprehensive service offering is available to all clients. Our advisors and partners provide completely independent, whole-of-market financial advice. We are not tied to specific products or services, ensuring that our choices are driven solely by your needs.
We guarantee exceptional customer service. With an outstanding client satisfaction score, we consistently achieve a 22% increase in our client base each year. Your experience with us is not just a transaction; it’s a relationship built on trust and excellence.
Our advisors are trained to the highest standards and have continuous access to the training needed to excel in their roles. Balmoral March Capital is committed to delivering customer-centered advice, ensuring each piece of guidance is tailored specifically for you.
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.
Disclaimer: The information on this site is proprietary to Balmoral March Capital, its financial partners and content suppliers. Unauthorised reproduction or distribution of this material is strictly prohibited. The content is provided “as is” without warranties of any kind, either express or implied. Past performance is not indicative of future results. Neither Balmoral March Capital nor their content suppliers shall be liable for any losses or damages arising from the use of this material.
© 2024 Balmoral March Capital. All Rights Reserved.
