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Close Brothers AM Bolsters Investment Management Team with New Hire from Investec W&I

Close Brothers AM Bolsters Investment Management Team with New Hire from Investec W&I

Francesca Bartholdi joins Close Brothers AM after nine years at Invested W&I.
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3 APR, 2024

By Jose Luis Palmer from RankiaPro Europe


Close Brothers Asset Management (CBAM) has announced a significant addition to its investment management team with the hiring of Francesca Bartholdi from Investec Wealth & Investment (W&I). This new addition aligns with CBAM's strategy to strengthen its bespoke offering and expand its presence in the financial market.

Francesca Bartholdi Joins Close Brothers AM from Investec W&I

Francesca Bartholdi has joined Close Brothers Asset Management's London Mayfair office as an investment manager after nine years at Investec W&I. In her new role, she will help bolster CBAM's bespoke offering. At Investec, she specialized in managing bespoke portfolios for private clients, charities, pension funds, and trusts, and also provided investment services for professional advisers and their clients.

CBAM's Team Expansion Continues with Investec W&I Professionals

Bartholdi joins a series of hires by CBAM of investment professionals from Investec W&I following its merger with Rathbones in 2023. Nathanael Pinder, Chief Commercial Officer at CBAM, stated: 'Francesca brings exuberance and a wealth of knowledge to our London investment team, and we are thrilled to have her on board. We are hugely excited to welcome Francesca and gain further invaluable expertise, and are confident that she will make a huge contribution to our bespoke offering and growing team.'

This move reflects CBAM's strategy to recruit specialized and diversified talent, thereby strengthening its position in the investment management market and affirming its commitment to delivering high-quality services to its clients.

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