Frances Macdonagh

Frances Macdonagh currently serves as the Client Relationship Manager at FMA Wealth Management, where she leverages her extensive background in foreign exchange and financial markets to deliver exceptional service and tailored wealth solutions to her clients. Her role involves building and maintaining strong client relationships, understanding their unique financial goals, and providing comprehensive advice across investment management, estate planning, and risk mitigation strategies. Frances’s expertise in portfolio management and investments allows her to identify opportunities that align with clients’ risk profiles and long-term objectives, ensuring a personalized approach to wealth growth and preservation.

In her current position, Frances plays a pivotal role in business development by engaging with prospective clients and expanding FMA’s client base through strategic networking and targeted marketing initiatives. She also assists with all administrative functions, ensuring seamless client onboarding, portfolio reviews, and ongoing account management. Her experience in CRM systems enhances her ability to track client interactions, identify cross-selling opportunities, and deliver proactive service.

Drawing from her previous roles as a Foreign Exchange Currency Options dealer with HSBC in Tokyo and London, Frances brings a global perspective and a deep understanding of financial markets, currency risk management, and derivatives trading. This background enriches her ability to advise clients on complex investment strategies, including derivatives and mutual funds, while managing risk effectively. Her comprehensive skill set in wealth management, combined with her industry knowledge and client-centric approach, positions Frances as a trusted advisor committed to helping clients achieve their financial aspirations with confidence.