Frank Investments Limited

Overview

Frank Investments Limited is an active UK private limited company incorporated in 2005 and registered with Companies House under number 05629005. The firm reports that it is authorised and regulated by the UK Financial Conduct Authority under reference number 627697. It also appears as an active SEC exempt reporting adviser under the legal name Frank Investments Limited, CRD number 334429.¹²⁶⁷

History

Paul Barry-Walsh and Paul Sedgwick founded Frank Investments in 2005 to help clients preserve and build wealth across generations. The firm describes its clients and network as including individuals, families, entrepreneurs, and others seeking to protect and build wealth for the next generation.¹

Leadership

Paul Sedgwick is Co-Founder and CEO. Alongside Rob Murphy, he has day-to-day portfolio management responsibility for the Managed Balanced Portfolio Strategy.⁵

Paul Barry-Walsh is Co-founder and Director. The firm describes him as a technology entrepreneur and notes that he received an OBE in 2021.⁵

Rob Murphy is Head of Investments, with more than 30 years of financial-markets experience across global financial services and real estate. Amy Grovit is Head of Compliance and manages the firm’s regulatory-services business.⁵

Services

Frank Investments provides discretionary investment management, financial consulting, and education for business owners, entrepreneurs, investors, and their families. Its discretionary portfolios are managed in parallel with the founders’ portfolio, with client accounts held on the Bank Julius Bär platform.³

The firm’s wider professional-services offering includes compliance consultancy, compliance monitoring, training, regulatory umbrella services, appointed representative support, sub-threshold AIFM fund management, startup services, and Companies House director verification.³

What the firm offers

• Investment management
• Business owner services

Client Focus

Frank Investments works with individuals, families, entrepreneurs, business owners, investors, and others seeking to protect and build wealth for future generations.¹³

Approach

The firm describes its investment philosophy as prudent and conservative. It aims for positive returns while limiting excess volatility through diversified and liquid exposure to fixed income and equities.⁴

Portfolio construction combines risk-based asset allocation with global equity and fixed-income selection, restrained trading, unlevered strategies, and avoidance of complex derivatives.⁴

Clients receive monthly portfolio valuations, market commentary, and tri-weekly market notes, with direct access to the Head of Investments to discuss markets, investments, and personal goals.⁴

Fees and Performance

Frank Investments reports an all-in annual fee of 0.9% for its discretionary investment management service, with no performance fee or initial fee. The firm reports that its balanced portfolio has generated compound annual returns of approximately 7% on average since inception in 2009.³⁵

The firm reports that client portfolios are diversified, clients hold stocks in their own names, and custody and trading fees are included in the annual fee.³

FAQs

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Sources

1. Frank Investments history
2. Frank Investments policies
3. Frank Investments services
4. Frank Investments investment management
5. Frank Investments team
6. SEC AdviserInfo: Frank Investments Limited
7. Bloomberg LEI: Frank Investments Limited

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.