Ewa Niezgoda
EN |
Private Clients Services
Ms. Niezgoda has extensive experience in the financial services industry, with more than 19 years across Wealth Management, Fund Accounting, and Private Banking. She joins us from Bank Vontobel, where she held the role of Assistant Relationship Manager at the UK & Nordics Desk. Prior to that she held roles at JP Morgan, BENDURA Bank, Credit Suisse, BNY Mellon and State Street. She started her career at UBS in Poland, where she was a member of the Risk Control Team for Managed Funds. Ms. Niezgoda holds a Master’s Degree in Banking, Management & Marketing from Jagiellonian University in Cracow. In her free time, she enjoys playing football. She is a Polish citizen.
Services
Personalized Solutions for Individual Financial Needs
The client services team handles the day-to-day operational aspects of wealth management – onboarding, account openings, custodian coordination, and special requests. They work closely with clients, banks, and partners to ensure smooth execution and high-quality service, especially in complex, multi-jurisdictional setups.
Discretionary Accounts
Professional portfolio management with full delegation, ensuring efficient execution aligned with your risk profile and long-term goals.
Advisory Accounts
Stay in control while benefiting from expert guidance—ideal for informed investors seeking a collaborative approach.
Financial Planning
Comprehensive planning that integrates cash flow, retirement, and investment strategies to build long-term financial clarity.
Professional portfolio management with full delegation, ensuring efficient execution aligned with your risk profile and long-term goals.
Stay in control while benefiting from expert guidance—ideal for informed investors seeking a collaborative approach.
Comprehensive planning that integrates cash flow, retirement, and investment strategies to build long-term financial clarity.
Get in touch
We are committed to building lasting relationships based on trust, transparency, and excellence.
Our experts provide tailored guidance across all areas of wealth management – from optimizing assets and planning for retirement to navigating international opportunities.
Reach out to discover how a clear, strategic approach can help you secure and grow your wealth with confidence.
Ewa Niezgoda
Client Services
