Generation next with Close Brothers AM’s Francesca Bartholdi: A big hitter
Prior to a career in wealth management, Bartholdi pursued her love for tennis and ended up managing the players’ area at Wimbledon
Australia
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Australian asset manager RQI Investors enters UK market
RQI is part of First Sentier Investors Group
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UBS and Credit Suisse: Global wealth set to reach $629trn by 2027
Global wealth predicted to rise by 38% over four years
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Pinnacle: Talented investment professionals are ‘scarce and precious’
Managing directors Ian Macoun and Ben Cossey talk ‘supported independence’ and fine-tuning where managers focus their efforts