Banco Inversis
Spanish institutional credit institution and investment services platform, founded in 2001 and headquartered in Madrid.
Last updated September 26, 2026
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Overview
Banco Inversis is a Spanish credit institution focused on the institutional segment, including capital markets business. It was created in 2001 and is headquartered in Madrid. Initially, it was an entity specialized in investment products whose services were aimed at individual and institutional clients. The bank based its business on offering third-party investment products through two trading platforms: the investment fund platform and the equity platform. At the close of the first four months of 2013, it managed assets worth 40.6 billion euros, of which 4.5 billion corresponded to individuals. On 28 June 2013, it was announced that Banca Privada de Andorra (BPA), parent of Banco Madrid, had secured 100% of Inversis Banco with an offer of 215 million euros. However, on 12 July 2013, Banca March, which held 5% of Inversis Banco's capital, communicated the exercise of its right of first refusal together with Andbank and Orey Antunes. They exercised the preferential acquisition right, along with Orey Antunes, and at the same time would sell Inversis's retail private banking business to Andbank for 179.8 million euros. In January 2014, Banca March came to control 100% of Inversis's share capital. Once the segregation of the retail banking business to Andbank was executed, Banca March would sell to the Portuguese group Orey Antunes a 50% stake in Inversis. On 28 November 2014, Andbank completed the incorporation of Inversis's personal and private banking business. From that moment, Banco Inversis, once the retail private banking business was spun off, focused its business on the institutional sphere, including business related to the Capital Markets Area. On 8 January 2016, the shareholding change process initiated in July 2013 culminated. Thus, once the relevant approvals were received from the European Central Bank (ECB) and the National Securities Market Commission (CNMV), Grupo Orey acquired 49.99% of Banco Inversis's share capital, with Banca March holding the remaining 50.01%, and Banco Inversis being integrated into the Banca March Group for accounting and regulatory purposes. On 11 March 2016, Banco Inversis announced the acquisition of 100% of the business developed in Spain by RBC Investor & Treasury Services (RBC I&TS), which was part of the Royal Bank of Canada (RBC) group. This business operated under the Bancoval brand. On 13 July 2016, Banca March announced the acquisition from Orey of its 49.99% stake in Banco Inversis, thus becoming the sole owner of Inversis by adding to the 50.01% it already held. In the second half of 2017, Inversis completed the integration process of Bancoval's clients and employees. In December 2020, Accenture and Inversis reached a strategic agreement for the international development of outsourcing solutions in investment services. This agreement seeks to promote a business line with an international focus that will allow credit institutions, mainly universal banks and those specialized in private banking, to outsource all operational and technological processes related to the distribution of investment products. In 2024, Banca March agreed to the progressive sale of 100% of Inversis to Euroclear, through a transaction structured in phases that is expected to reach the entire share capital within about three years. This alliance is part of Inversis's growth and internationalization strategy, reinforced by the opening of its branch in Luxembourg and the acquisitions of Banque Havilland's custody business and 40% of Adepa. In March 2025, Banca March completed the sale of 49% of Inversis to Euroclear for 172 million euros, after obtaining regulatory authorizations. With this entry, Euroclear joins as a strategic partner to boost Inversis's international business and enhance its comprehensive offering of technological, custody, and financial outsourcing services.
History
Inversis Banco was created in 2001 and has its headquarters in Madrid. Initially, it was an entity specialized in investment products whose services were aimed at individual and institutional clients. The bank based its business on offering third-party investment products through two trading platforms: the investment fund platform and the equity platform. At the close of the first four months of 2013, it managed assets worth 40.6 billion euros, of which 4.5 billion corresponded to individuals. On 28 June 2013, it was announced that Banca Privada de Andorra (BPA), parent of Banco Madrid, had secured 100% of Inversis Banco with an offer of 215 million euros. However, on 12 July 2013, Banca March, which held 5% of Inversis Banco's capital, communicated the exercise of its right of first refusal together with Andbank and Orey Antunes. They exercised the preferential acquisition right, along with Orey Antunes, and at the same time would sell Inversis's retail private banking business to Andbank for 179.8 million euros. In January 2014, Banca March came to control 100% of Inversis's share capital. Once the segregation of the retail banking business to Andbank was executed, Banca March would sell to the Portuguese group Orey Antunes a 50% stake in Inversis. On 28 November 2014, Andbank completed the incorporation of Inversis's personal and private banking business. From that moment, Banco Inversis, once the retail private banking business was spun off, focused its business on the institutional sphere, including business related to the Capital Markets Area. On 8 January 2016, the shareholding change process initiated in July 2013 culminated. Thus, once the relevant approvals were received from the European Central Bank (ECB) and the National Securities Market Commission (CNMV), Grupo Orey acquired 49.99% of Banco Inversis's share capital, with Banca March holding the remaining 50.01%, and Banco Inversis being integrated into the Banca March Group for accounting and regulatory purposes. On 11 March 2016, Banco Inversis announced the acquisition of 100% of the business developed in Spain by RBC Investor & Treasury Services (RBC I&TS), which was part of the Royal Bank of Canada (RBC) group. This business operated under the Bancoval brand. On 13 July 2016, Banca March announced the acquisition from Orey of its 49.99% stake in Banco Inversis, thus becoming the sole owner of Inversis by adding to the 50.01% it already held. In the second half of 2017, Inversis completed the integration process of Bancoval's clients and employees. In December 2020, Accenture and Inversis reached a strategic agreement for the international development of outsourcing solutions in investment services. This agreement seeks to promote a business line with an international focus that will allow credit institutions, mainly universal banks and those specialized in private banking, to outsource all operational and technological processes related to the distribution of investment products. In 2024, Banca March agreed to the progressive sale of 100% of Inversis to Euroclear, through a transaction structured in phases that is expected to reach the entire share capital within about three years. This alliance is part of Inversis's growth and internationalization strategy, reinforced by the opening of its branch in Luxembourg and the acquisitions of Banque Havilland's custody business and 40% of Adepa. In March 2025, Banca March completed the sale of 49% of Inversis to Euroclear for 172 million euros, after obtaining regulatory authorizations. With this entry, Euroclear joins as a strategic partner to boost Inversis's international business and enhance its comprehensive offering of technological, custody, and financial outsourcing services.
- 2025
In March, Banca March completed sale of 49% of Inversis to Euroclear for 172 million euros.
- 2024
Banca March agreed to progressive sale of 100% of Inversis to Euroclear, structured in phases over about three years.
- 2020
In December, Accenture and Inversis reached a strategic agreement for international development of outsourcing solutions in investment services.
- 2017
In the second half, Inversis completed integration of Bancoval's clients and employees.
- 2016
On 8 January, Grupo Orey acquired 49.99% of Banco Inversis's share capital, with Banca March holding 50.01%.
- 2016
On 11 March, Banco Inversis announced acquisition of 100% of RBC Investor & Treasury Services' business in Spain (Bancoval).
- 2016
On 13 July, Banca March announced acquisition from Orey of its 49.99% stake, becoming sole owner.
- 2014
In January, Banca March came to control 100% of Inversis's share capital.
- 2014
On 28 November, Andbank completed the incorporation of Inversis's personal and private banking business.
- 2013
At the close of the first four months, managed assets worth 40.6 billion euros, of which 4.5 billion corresponded to individuals.
Products and positioning
Institutional credit institution and investment services platform, focused on capital markets and outsourcing for banks.
Investment fund platform
Equity trading platform
Third-party investment products
Capital markets services
Custody services
Outsourcing solutions for investment services
Sources3 sources
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