Frank Investments extends the principles of its own investment management to those of its clients. 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.
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. We also offer SIPP discretionary portfolio management through the same platform with our custodial bank.
The methodology we employ is described here.
Investments in your own name
Diversified equity portfolio
No structured products
What we Charge
0.9% p.a. all-in annual fee
No performance fees
No initial fees
No administration fee
Custody and trading fee included in annual fee
If you are seeking to expand and grow your business, we provide advice and manage the fund-raising process.
Given our connections with the city from extensive careers with financial institutions, we are expertly placed to help businesses raise capital and to guide business planning. We have an established network of global investors that we will help you raise capital from.
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.