Discover Frank Investments

Frank Investments extends the principles of its own investment management to those of its clients. Our interests are wholly aligned.

To enable a best-in-class service, the founders have built a small but experienced team of employees and associates to develop the capability of the firm and ensure the success of the business.

Frank Investments ‘Managed Balanced Total Return Portfolio’

Frank Investments offers our clients the opportunity to invest in an individually managed portfolio that is run in parallel with that of the founders, via our Frank Investments Managed Balanced Total Return Portfolio Strategy. Importantly, the individual portfolio would comprise of assets all directly held in the client’s name. We do not operate on a ‘Pooled’ or ‘Fund’ approach as we believe our clients are individuals, their needs and goals are unique and their investments should be tailored as well.

Our balanced investment strategy reflects our founders’ requirements to preserve the value and purchasing power of their wealth at a minimum cost.

The exposures and structure of client portfolios managed by Frank Investments exactly replicate those of the founders’ own portfolio. Moreover, the founders and their clients pay the same investment management fees. This ensures that clients’ risks, opportunities, and costs are wholly aligned with those of Frank Investments’ founders.

By operating individual portfolios each of our clients is provided with their own managed account on the Bank Julius Bär platform (our custodian). This ensures ownership is wholly retained by the client and they always have access to all of their assets.

Benefits & Unique Features

Investments held directly in the client’s name

Founders invested alongside our clients, paying identical fees.

Direct access to the investment team

Diversified Balanced Portfolio

No fund expenses or layering of fees

No gates, clients can always access their investments

No structured products or derivatives

Comprehensive personalised service

What we charge

0.9% p.a. all-in annual fee

No performance fees

No onboarding fees or initial fees

No exit fees (after the first 12 months)

Custody and trading fee included in annual fee

Frank Investments Global Macro Equities ETF Strategy

Frank Investments also offers a Global Macro Equities ETF Strategy with an investment objective to track the growth of global equity markets over a longer-term basis and offer a balanced exposure to global equity performance.

The strategy is run based on a top-down investment style to enable broad global equity exposure and index allocation. The ETF selection focuses on developed markets with a small exposure to developing economies. The ETFs selected are for low cost and high liquidity, which insures investors have access to their assets at all times. The fee for the Global Macro Equities ETF Strategy is again a low annual fee of 0.3% excluding dealing & custody charges and the total expense ratio of the underlying funds.

Benefits & Unique Features

Investments held directly in the client’s name

Direct access to the investment team

Global equity exposure

Comprehensive personalised service

What we charge

0.3% annual fee

No onboarding fees

No exit fees (after the first 12 months)

Custody fee 0.2%

Low trading product, trading fees minimal

Bespoke Discretionary Managed Portfolios

Bespoke Discretionary Portfolios offer a completely tailored investment solution. Part of the offering available at Frank Investments is the ability to create a personalised investment strategy specifically tailored to your needs and goals and risk tolerances.

Clients will have direct access to the Head of Investments and the entire investment team to discuss their needs at any time. These portfolios operate similarly to our discretionary managed portfolios that are following a Frank Investments strategy, the difference is that the strategy is devised for you specifically. Fees and any other terms are agreed upon at the onboarding stage.

Benefits & Unique Features

Direct relationship between Frank Investments and the client

Investment strategy tailored to client’s needs

Comprehensive personalised service

Investments held directly in the client's name

Fees are negotiated depending on client requirements

MEET THE FRANK INVESTMENTS

Investment Services Team

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Paul Sedgwick FCSI

Co-Founder and CEO

Paul Sedgwick FCSI

Co-Founder and CEO

Paul is a co-founder of Frank Investments and is the Chief Executive and Investments Officer. Under his management, the balanced portfolio has generated compound annual returns of c.7% on average since its inception in 2009. Paul has over 35 years of portfolio and asset management experience, with 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 principal 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’s public share offering, which he priced, and he was 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.

Paul presents his opinions on CNBC television and Bloomberg radio in feature interviews. He was a co-host for ShareRadio’s financial breakfast show for several years. 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.

CHARTERED FELLOW STATUS

Paul holds the prestigious Chartered Fellow status by the Chartered Institute for Securities & Investment (CISI), the most highly regarded designation for those who have contributed with distinction to both the financial investment management industry and to the CISI. The CISI has been dedicated to professionalism since it emerged from the London Stock Exchange in 1992. This highly prestigious designation signifies Paul’s assurance to deliver advice and investment management of the highest standard, his adherence to good ethical practice as well as confirming his commitment to achieving the highest level of professional qualifications. Meeting these standards help to ensure Frank Investments manage an investment strategy to help you meet your needs.

Paul@frankinvestments.co.uk

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Janet Montagu

Investment and Compliance Associate

Janet Montagu

Investment and Compliance Associate

Janet Montagu joined Frank Investments in September 2022 as an Investment & Compliance Administration Consultant.

Janet has 16 years of wealth management experience. She has previously worked for major asset management companies in Australia.

She was an Executive Director at UBS Global Asset Management, Sydney, where she was the Head of Equities Trading for Australia and New Zealand.

Since moving to the UK in 2009 she has taken time out to raise her family and in 2014 returned to the workforce when she took on the role of Office Manager for a boutique London Architectural firm.

She has a wealth of experience in portfolio construction, mandate compliance, equities trading, client relationship management and client reporting.

Janet@frankinvestments.co.uk

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Hayley Maclean

Compliance Associate

Hayley Maclean

Compliance Associate

Hayley Maclean joined Frank Investments in November 2022 as a Compliance Consultant.

Hayley has over 30 years of experience in the financial services industry. She spent 25 years at one of the world’s leading investment banks as an Associate Credit Risk Specialist in Credit Risk Management covering counterparty risk in the European mutual funds space and prior to that as a Senior Researcher within their Business Information Department.

More recently Hayley has been working in Compliance for a growing Wealth Management & Investment Advisory business and prior to that was The Compliance Officer for a multi-family office.

Hayley is an Associate member of the Chartered Institute for Securities & Investment holding a qualification in Global Financial Compliance.

Hayley@frankinvestments.co.uk

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