A&G
Magdalena Bassi, CFA has extensive work experience in the finance industry. Magdalena is currently serving as the Head of Dedicated Funds at A&G, a position they have held since January 2023. Prior to this role, Magdalena was a Senior Portfolio Manager at A&G from November 2018 to April 2023. Magdalena also worked at CaixaBank as a Senior Portfolio Manager in the Private Banking division from April 2006 to November 2018. Earlier in their career, Magdalena was an Equity Analyst at Banco Sabadell from 2001 to 2006 and at Grupo SBS from 2000 to 2001. Magdalena holds a CFA designation.
Magdalena Bassi, CFA has a Bachelor's Degree in Economics from the University of Buenos Aires, which they obtained between 1995 and 2000. Magdalena also pursued Studies in Applied Economic Analysis at Universitat Pompeu Fabra. Recently, they obtained the CFA UK Level 4 Certificate in ESG Investing from CFA UK in July 2021. Additionally, Magdalena is a Chartered Financial Analyst (CFA) charterholder, although the specific details of when and where they obtained this certification are not provided.
A&G
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A&G es un grupo fundado en 1987 que ofrece servicios exclusivos de asesoramiento y gestión global de patrimonios a clientes privados y también cuenta con un área dedicada a dar servicio a institucionales. En julio de 2014 A&G Banca Privada obtuvo la licencia bancaria del Banco de España, y para constituir el nuevo banco realizó una ampliación de capital de 20 millones de euros que suscriben sus banqueros y principales ejecutivos. Los activos bajo gestión a 31 de diciembre de 2021 ascienden a 12.629 millones de EUR. A&G Banca Privada cuenta con oficinas en Madrid, Barcelona, Bilbao, León, Logroño, Pamplona, Santander, Sevilla, Valencia y Valladolid, y una gestora de fondos en Luxemburgo.