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.


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. We also offer SIPP discretionary portfolio management through the same platform with our custodial bank.

The methodology we employ is described here.

Regulation Services | Regulatory Cover

We enable unregulated companies and individuals to begin and operate their regulated business quickly and efficiently using our FCA licence.

We offer regulatory umbrella services for UK and overseas based businesses or individuals. Our services include compliance, monitoring, supervision, training and FCA authorisation. Interim regulation cover can be provided if you are applying for FCA authorisation. We offer a wide range of regulation cover to suit most financial services; this includes financial advisers, wealth managers, fund managers and financial data providers, but we do not cover insurance firms. We arrange the complete setup of regulation cover and necessary policies and training.

We are also able to help appointed representatives arrange accounting services and professional indemnity cover.

Capital Raising and Corporate Finance

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.

Culture and People (HR), Operations and Administration Services

Support Services for Operations, Human Resources and Office Management. We enable companies and individuals to manage their back-office functions quickly and efficiently.

We work with a variety of business owners and help them turn their vision into a reality. We focus on the administrational and operational tasks (often overlooked at the detriment of the desired vision of success) crucial to building a business. We can help lighten the administrational burden, whether you need your Human Resources department setting up from scratch or your office administration taken off your hands.

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.