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
Close Brothers
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Four views: Are better times ahead for global listed infrastructure?
Portfolio Adviser asks four experts if a more supportive environment is on the horizon
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Close Brothers to sell asset management branch to Oaktree
The £200m deal allows Close Brothers to ‘simplify the group and focus on our core lending business’
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Close Brothers AM: Labour majority is the ‘only benign outcome’ for markets
A sizeable Labour majority would allow it to deliver stability unimpeded
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Close Brothers CIO and head of bespoke exit firm in restructure
Robert Alster and Giles Marshall leave as the company enters ‘a new phase of strategic development’
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Canaccord appoints David Muncaster to newly-created group head of distribution role
Muncaster moves from role as head of distribution
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Close Brothers makes further Investec W&I hire
Francesca Bartholdi joins CBAM’s Mayfair office as an investment manager
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Close Brothers halts dividends amid FCA review into motor finance industry
Comes amid half-year company results
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Close Brothers AM hires Quilter Cheviot’s Matt Hearsum
Latest in string of senior management hires
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Close Brothers makes a further Investec W&I hire in senior wealth manager appointment
Annabel Barrow joins as senior investment manager
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Close Brothers AM hires senior investment duo from Investec W&I
The hires mark the fourth and fifth senior appointments of former Investec W&I employees this year
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Close Brothers AM promotes five to head of asset class roles
Giles Parkinson, Andrew Metcalf, Alec Slater, Matthew Stanesby and Weixu Yan will head respective departments