Paul is a co-founder of Frank Investments and is the Chief Investment Officer. Under his management, the balanced portfolio has generated compound annual returns of 8% on average since its inception in 2009.
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’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.
Paul Barry-Walsh is a successful technology entrepreneur and is the co-founder and Chairman of Frank Investments.
Paul has been 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.
Paul’s early career was at IBM. He 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.
Howard Weller has been with Frank Investments since 2013, having previously 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 the investment strategy. In addition, he supports the 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.
Harry has joined Frank Investments in the Corporate Finance Team, which he jointly manages with Mike Broome.
Harry is a very experienced finance professional with over 18 years in the financial services industry operating mainly within the Family Office environment. Prior to joining Frank Investments he provided corporate finance advice and funding solutions to Family Offices and mid-market companies in the UK and Europe and assessed potential investments for Single Family Office and HNWI clients.
His experience covers a wide variety of asset classes from traditional liquid to alternative investments. He started his career in 2000 at a London based Single Family Office as senior analyst conducting due diligence on US listed equities and hedge fund transactions. Subsequently, working alongside the Family Office principal as Director and COO, Harry was involved in generating and executing investments in global listed securities, direct investments, hedge funds and other alternative assets as well as being involved in strategic asset allocation for the family’s funds. He also spent a number of years at a Multi-family office where he was instrumental in launching several successful alternative strategies.
Amy is Frank Investment’s Compliance Manager and manages the regulatory services business. She has worked in the financial services industry for 16 years and has experience on both sides of the compliance fence.
For the 4 years before Amy joined Frank Investments, she was a Compliance Manager at a large FCA umbrella firm with the main responsibility of monitoring Appointed Representatives. Her 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.
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.
Louise has joined Frank Investments to expand the firm’s professional services offering to include Culture and People (HR), Operations and Administration.
For the past 5 years Louise has been Head of Group Operations for a leading aerospace technology group in Dorset where she oversaw the operations of seven subsidiaries. She worked closely with the Founder and the CEO to manage group budgets, projects, people, shareholder communications, investments and overseas joint ventures. In this role she was part of a business which grew from 15 to 90 people, with responsibility for due diligence for the latest $30m fundraising; legal compliance and legislation; the implementation of manufacturing standards such as ISO:9001.
Prior to this, Louise worked at Merrill Lynch, Cobra Beer and as a Hedge Fund Headhunter.
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.
Mike has joined Frank Investments in the Corporate Finance Team, which he jointly manages with Harry Mansel.
Mike has worked in Financial Markets for over 30 years. He started his career in Scotland, working for the Royal Bank of Scotland before becoming an Institutional Investment Manager and qualifying in an MSc in Investment Analysis from the University of Stirling.
Then for the next 20 years Mike was a senior equities Stockbroker in European and UK markets. In this period he worked for Deutsche Bank, Bernstein Research and HSBC and was responsible for the running and managing of teams within the firms he represented. For most of this period he was a Managing Director focusing on the Research and Sales offering to the key Institutional clients.
In the last three years before joining Frank Investments, Mike has developed his own business and advised and assisted Corporates and other clients on their Strategy and direction and raised capital for them in a fast changing regulatory environment.
Fiona joined Frank Investments in 2018 in the Compliance team. She has 15 years of global experience within financial services having worked in Sydney, Hong Kong and London.
She started her career in 2003 with a boutique Wealth Management firm in Sydney, Australia. In 2006 she moved to London and spent five years as a Senior Account Manager in Custody and Fund Services for Northern Trust, firstly in London and for the latter part in Hong Kong.
Prior to joining Frank Investments, Fiona held the role of Client Relations Manager for Allard Partners, a long-only Asian Fund Manager based in Hong Kong. Within this role she was responsible for overseeing all aspects of Fund Administration, Client On-Boarding, Account Management and worked on a number of projects where she further developed her interest and experience in all aspects of Investment Compliance.
She holds the ICA International Advanced Certificate in Compliance and a Diploma in Financial Planning from Kaplan Australia. She is an Associate member of the International Compliance Association (AICA).
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.