Managing Partner
Wealth Manager

Katarzyna as a managing partner develops and supervises the team of Wealth Managers simultaneously she supports and actively participates in building business relations with clients. She also cooperates with key individual and institutional clients.

Constant improvement is of the at most importance to Katarzyna as well as professionalism and above all sincerity in cooperations with customers. Relations based on high quality of cooperation and comprehensive knowledge are priority.

Additionally she possesses knowledge about capital market supported by numerous trainings, certificates in the area of banking and accounting. While she is a specialist in the real estate market. She can boast over 20 years of experience gained working for leading financial institution like : Citibank Handlowy as Wealth Manager and Deutsche Bank as Branch Manager where she built branch structures and teams who were providing services to different departments such as private banking, SME, and affluent clients. She achieved great individual and team results. She also presents high standards of quality service for which she was nominated to an internal trainer for advisors of VIP segment. Since 2018 she has been appointed as a member of Business Council.

Katarzyna graduated from the University of Economics in Wrocław and specialized in Finance and Banking . She has a diploma in English philology and translator in the specialty. Later she also completed post graduate studies on Real Estate Trading.