Paul presents his opinions on CNBC television and Bloomberg radio in feature interviews, as well as co-hosting ShareRadio’s financial breakfast show. Paul is asked to cover a wide range of topics in the financial news and the family office industry. Paul has also been asked to speak at Bloomberg conferences, and investment dinners.
Paul spent 25 years within the trading and research divisions of some of the leading Global Investment banks and has a strong knowledge of risk management as well as all asset classes from equities, derivatives and credit. He has broad experience on both the customer and principle sides of the industry. With senior roles at S. G. Warburg, Schroder, Citibank and HSBC he has a comprehensive understanding of the workings of the financial markets and has been called upon to provide detailed analysis and commentary on market conditions by many internal divisions and external clients over the years.
Paul's investment banking career is famous for being considered a safe pair of hands. Paul has been well known for a number of landmark deals including the launch of BT, which he priced, and being responsible for the largest bought deal at the time by an investment bank when BAe sold five per cent of Orange in 1998. Paul's most senior role within Citibank was to create and manage the special situations investment team.
Howard Weller has been with Frank Investments since 2013, having worked with global teams on M&A, debt advisory and restructuring transactions at Close Brothers Corporate Finance and DC Advisory.
He supports Paul Sedgwick in the management of portfolios and the research which underpins it. In addition, he manages day-to-day operations and regulation for Frank Investments.
Howard graduated at the top of his class with a 1st class Masters in Mathematics from the University of Nottingham, and has an MBA from the University of Cambridge, Judge Business School.
Amy has recently joined Frank Investments as Compliance Manager. She has worked in the financial services industry for 16 years and has experience on both sides of the compliance fence.
For the last 4 years she has been a Compliance Manager at a large FCA umbrella firm with the main responsibility of monitoring Appointed Representatives. Clients included Hedge Funds (AIFMD), Wealth Managers, Corporate Finance advisory teams, Private Equity, Advisers to offshore funds and Distributors.
Amy started her career at Eldon Capital Management and became Fund Administration Manager responsible for the operational and compliance management of the Investment Manager, UCITS and Hedge Fund. She went with these funds to Hiscox Investment Management and then onto HIM Capital.
She holds the Securities & Investment Institute Certificate in Investments and Investment Administration Qualification. She is currently studying for the CISI Diploma in Investment Compliance.
Alannah joined Frank Investments in 2018 and is focusing on business development and strategy.
Her career includes working in strategic management consultancy with McKinsey and Company for over ten years, specialising in the retail and insurance industries and latterly managing all recruitment for their London office.
Alannah has an MA in Mathematics and Philosophy from Oxford University, and an MBA from INSEAD.
Sally has extensive experience within private wealth management, starting her career with Merrill Lynch working with private clients investing in the US markets. For the next ten years she worked with several American institutions including in the Salomon Brothers team that set up a Private Investment Department in London for ultra high net worth individuals.
Her most recent role prior to Frank Investments was with the Agricultural Bank of Japan forging relationships with 'AAA' rated institutional investors in the global fixed income markets.
Paul Barry-Walsh left IBM in 1986 to form Safetynet, which went on to become one of the UK's leading providers of Business Continuity Services. Paul founded Netstore in 1996, which was floated on the London Stock Exchange main market four years later. He sold Safetynet to Guardian IT for £170 million.
In 2001, Paul established The Fredericks Foundation that is now one of the leading microfinance organisations in the United Kingdom having funded over 1,000 new businesses. Paul is also involved in a number of enterprises as a director or investor.
In April 2008, Paul was granted the Queen's Award for Enterprise Promotion and also received a Beacon Award for Creative Giving. In addition, he has won the CNBC/FT European Philanthropist of the year and the Entrepreneur Country inaugural award for the Entrepreneur's Entrepreneur in 2011.
A co-founder of Frank Investments, Peter Sedgwick acts in an advisory capacity to the business, which leverages his many years of experience in fund management and the financial services industry.
Peter joined Schroder as a fund manager in 1970, and became CEO of Schroder Investment Management in 1984.
From 2000 until his retirement, Peter Sedgwick was Chairman of Schroder plc.