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 run in parallel the founders own seeded investment via our Frank Investments Managed Balanced Total Return Portfolio Strategy.

Importantly, the client's individual portfolio would comprise of assets all directly held in their name. This ensures that clients’ risks, opportunities, and costs are wholly aligned with those of the founders.

Our balanced investment strategy reflects our founders’ requirements to preserve the value and purchasing power of their wealth at at the lowest possible cost. The portfolio is constructed of blue-chip equities and government securities.

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 to offer balanced exposure to global equity performance via a selection of low-cost ETF tracker funds.

The portfolio is held as a managed account in the clients's own name.

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

UK Income Portfolio & Frank Investments Bespoke Discretionary Managed Offering

Frank Investments offers a UK focused portfolio for those with a lower risk profile, It maintains a broadly even balanced between high-yielding UK equities and UK government gilts. The aim of the portfolio is income generation via dividends and coupons and along with growth. The UK Income portfolio strategy is held in individually managed accounts and has a fee of 0.3% pa plus custody and transaction costs.

Additionally, Frank Investments can provide clients with Bespoke Discretionary Portfolios, offer a completely tailored investment solution. Fees for this service are proposed on an individual basis depending on the complexity of the requirements.

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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Rob Murphy

Head of Investments

Rob Murphy

Head of Investments

Rob has over 30 years’ experience in financial markets specializing in global financial services and real estate. He began his career on the buyside at Janus Henderson and subsequently held analyst and portfolio manager roles at JPMorgan Investment Management, Gartmore, GLG Partners, Merebis and Gladstone Partners. Rob subsequently moved to HSBC as a Managing Director responsible for global investment bank research and most recently was Head of Financials and Investment Companies at Edison Group, an independent research and investor relations firm. He has also from time to time worked on M&A consultancy projects.

Rob has a Master’s degree in Banking & Finance from the University of Birmingham and is a full CFA charterholder.

Rob@frankinvestments.co.uk

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