“The most rewarding part of the job is helping clients, especially those needing intergenerational advice. You get to meet the whole family from the grandparents to the grandchildren and can guide them to reach their goals.”
- Locations
- London, St. James’s
Magdalena is an investment manager. She mainly works with international families with complex needs, such as non-domiciled UK residents and non-UK residents.
She also helps charities based both in the UK and abroad. She uses her expertise in global investments to help clients reach their goals.
Magdalena began her financial services career in 1996 at QBE International Insurance, before working at JP Morgan and Morgan Stanley. In 2001 she moved to Unigestion UK, rising to Head of Portfolio Managers. She moved to Duncan Lawrie Asset Management, later to become part of RBC Brewin Dolphin, in 2016 as an investment director. She then joined our London, St. James’s office in 2021. Magdalena is a chartered fellow of the Chartered Institute for Securities & Investment (CISI).