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Francesca Bartholdi joins Close Brothers Asset Management

21 Mar 2024 | 3 minutes to read

Close Brothers Asset Management (CBAM) announces that Francesca Bartholdi has joined as Investment Manager. Based in the firm’s London Mayfair office, Francesca brings almost a decade’s experience in wealth and investment management, bolstering the firm’s bespoke offering.

Francesca specialises in managing bespoke portfolios on behalf of private clients, charities, pension funds and trusts, and also provides investment services for professional advisers and their clients.

Prior to joining CBAM, Francesca spent nine years at Investec Wealth & Investment. She is also a member of The Chartered Institute for Securities and Investments.

Nathanael Pinder, Chief Commercial Officer at CBAM, said: “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, during this period of significant growth.”

“With an impressive career history in research, we have no doubt his expertise will also enhance our research capabilities and greatly contribute to maintaining the exceptional insights our clients value.”

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