What We Do
Investment Services
Frank Investments extends the principles of its own investment management to those of its clients and partners. Our interests are wholly aligned with our clients. To enable a best-in-class service, the founders have built a team of associates and employees to develop the capability of the firm and manage its growing client base and network of partners.
Discretionary Investment Management
Frank Investments offers you the opportunity to invest in a portfolio managed in parallel with that of the founders.
Our balanced investment approach reflects our founders’ requirements to preserve the value and purchasing power of their wealth at 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, opportunity and costs are wholly aligned with those of Frank Investments’ founders.
Each of our clients is provided with their own managed account on the Bank Julius Bär platform. This ensures that they neither delegate ownership nor compromise the immediate availability of their own assets.
Exclusive Benefits
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Interests are aligned with the founding investors
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Comprehensive and open communication, personal service and with regular concise updates
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Diversified balanced portfolio
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Clients hold stocks in their own name
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Low single fee covering all account expenses
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Offered on a premium offshore banking platform
Unique Features
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No fund expenses or layering of fees
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No gates restricting your access
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No structured products or derivatives
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No illiquid investments
What we Charge
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0.9% p.a. all-in annual fee
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No performance fees
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No initial fees
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No overtrading
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No administration fee
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Custody and trading fee included in annual fee
Financial Consulting and Education
We provide familiarisation and training to business owners, entrepreneurs, and investors and their families to better equip them to select and oversee advisors charged with the long-term preservation of hard-earned wealth.
Market Commentary
Another decent week for stock markets despite the central banks of Europe and the US remaining hawkish in their outlook for interest rates. The Fed may not have moved interest rates this time. They did not rule out further rises in the coming months. The S&P 500 sold off towards the end of Friday but still managed to have its best week for months, and its 5th weekly gain, the Nasdaq its 8th. The sectors that had the best week were all those that one expects to do well in bull markets. The most economically exposed materials, energy, industrials and consumer discretionary. Tech stocks continue to benefit from the optimism around AI but are heading into euphoria territory, at least in the short term. The US dollar basket finished lower on the week, and yields on US treasuries rose on the week at the longer end as the curve is becoming less inverted. Merrill Lynch’s weekly flow show suggests to them the pain trade remains up.
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