Frank Investments

Discretionary Portfolio Management for HNW Individuals. 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 in their own name. We also offer the advice and counsel of our founders, a successful entrepreneur, the former chairman of Schroders and an experienced investment manager, to the owners of family businesses. We also Invest in early stage start-ups
Social Link - Twitter: https://twitter.com/paulsedg
Social Link - Linkedin: http://www. linkedin.com/company /frank-investments
Social Link - Angellist: http://angel. co /frank-investments
Employee Count: 7
Keywords: investment management