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About March Portfolio Management

March Portfolio Management has specialised in advising expatriates and international organisations for over 20 years

Being part of an International Network of Financial Advisers allows us to source excellent products and funds, acting independently and in conjunction with fully regulated and authorized companies

Welcome to March Portfolio Management


Originally established in Belgium in continental Europe, March PORTFOLIO MANAGEMENT is dedicated to combining the core principles of investment management with a personalized approach to portfolio construction. Our mission is clear: to target superior risk-adjusted returns aligned with your family goals.

Global Access, Local Expertise

Our earned respect over the years has granted us access to products from world-leading financial institutions, including investment houses, insurance companies, and banks.

Specializations

We specialize in Financial Adviser and Investment Management (FAIPM) for Ex-pat Individuals, Families, and Companies. Our focus extends to Pension Planning, Savings Schemes for future events, and Life Assurance.

Client-Centric Approach

We are immensely proud of our 98%+ client retention rate*, a testament to our commitment to making a difference by providing time and resources to our clients

Empowering A Prosperous Future

At March Portfolio Management, our goal is to enable clients throughout Europe, including employees of NGOs, multinational companies, self-employed individuals, and retirees, to reach their financial goals, protect their assets, and secure a prosperous financial future for themselves and their families.

Our Specialisation

We offer comprehensive advice to private individuals, companies, and organizations, specializing in wealth management, wealth protection, and independent financial planning for expatriates and individuals leading international lives. Our corporate goal is to be the trusted adviser to both private and institutional clients.

Trusted International Advisory

The loyalty of our existing clients has made us one of the largest and most respected international financial advisory groups in Europe. With offices throughout the EU and a team of experienced senior consultants, we are well-equipped to navigate the complexities of international finance.

Our Core Values:

March PORTFOLIO MANAGEMENT has kept its core values constant, maintaining a fiduciary approach while pioneering the use of technology and expertise to enhance service delivery. Our success lies in attracting exceptional individuals who resonate with our culture and approach

Need help? Contact us

+32 25 88 86 96 or inquiry@marchpmgt.eu

What We Do

March Portfolio Management originally in Belgium in continental Europe combines our core principles of investment management with a personalized approach to portfolio construction to target superior risk adjusted returns aligned with your family goals.

We provide advice to private individuals, companies, and organizations. We've specialized in providing wealth management, wealth protection, and independent financial planning advice to expatriates and people who lead international lives. Our corporate goal is to be the trusted adviser to private and institutional clients.

Our ability to retain the loyalty of our existing clients has made us one of the largest and most respected international financial advisory groups in Europe.

With offices throughout the EU and a team of long-serving senior consultants, we are well placed to help you with the complexities of international finance.

What's more, the respect we've earned over the years has given us access to products from many of the world's leading financial institutions, including investment houses, insurance companies, and banks.

We specialize in: Financial Adviser and Investment Management (FAIPM) for Ex-pat Individuals, Families and Companies.

Pension Planning and Savings schemes for future events - e.g. school fees, weddings or a boost to retirement capital etc. and Life Assurance.

We have kept our core values constant and kept our focus on serving our clients with a fiduciary approach even as we have continued to be a pioneer in using technology and expertise to find new ways to provide great service to our clients. A key part of our success is attracting great people who enjoy our culture and our approach. We are most proud of our 98%+ client retention rate* as we give our time and resources to help make a difference. We enable our clients to: Reach their financial goals, protect their assets and achieve a secure financial future for themselves and their families.

Clients throughout Europe, e.g. Employees of NGO's, Multinational Companies or self - employed. Retirees wanting to enhance their capital and income.

Part of an International Network of Financial Advisers, sourcing excellent products and funds. We act independently and work in conjunction with fully regulated and authorized companies.

Marc Herman

Principal & Chief Executive Officer

Marc Herman is founder and chief executive officer of March Portfolio Management an independent financial planning firm with over twenty years of wealth management experience. He founded the firm with the belief that high-net-worth individuals needed access to conflict free financial planning and investment advice. He developed March Portfolio Management model for serving clients' wealth management needs on a fee-only basis. March offers his diverse clientele hands-on counsel and oversees the management and operations of the firm. March's expertise spans the wealth management profession and includes financial and estate planning, taxation and investment strategy. He uses his expertise and knowledge to help multi-generational families, successful families and executive leaders achieve their financial goals. A graduate with a bachelor's degree in management accounting from The University of Antwerp, Master of Finance, Antwerp Management School, Antwerp, Spain’s Charitable Estate Planning Institute and the Advisor Leadership Institute, Spain. He is a contributor to the financial advisor related to wealth management and investments in Europe, Investment Advisor and Investor's Business Daily, among others.

Regulation & Compliance

We are regulated & licensed to provide insurance mediation services within European Union (EU) member states under the Insurance Mediation Directive (IMD). We operate under the Freedom of Services Act and in some countries operate established branches under the Freedom of Establishment Act. Regular compliance checks together with audits of the advice we are giving ensure that we continue to maintain a high quality of service.

Code of Ethics

We are committed to the highest standards of ethics and professional conduct in all the jurisdictions we operate in. This has allowed us to build successful long-term relationships with loyal clients based on honesty, integrity, and mutual trust.

Our Service Commitment

When it comes to advising private individuals, companies, and organizations on international financial planning matters, we employ senior consultants who are experienced, knowledgeable, and qualified to give advice.

Our Consultants Are:

Professionals with recognized financial services qualifications required to maintain Continuing Professional Development study (CPD) some of the most respected and trusted advisors in our industry committed to providing objective advice and a quality of service that is second to none obliged to adhere to our strict code of ethics