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Frame Wealth Management
Frame Wealth Partners provides personalized, advice-driven financial planning rather than product sales. With over 75 years of combined experience, the firm...
Overview
Frame Wealth Partners provides personalized, advice-driven financial planning rather than product sales. With over 75 years of combined experience, the firm acts as strategic architects of clients' wealth, offering comprehensive financial planning, investment planning, tax strategies, and cash and liabilities management. They serve business owners, equity compensated employees, C-suite executives, and pre-retirees and retirees, emphasizing transparent partnerships.
General information
Firm type
Multi Family Office
Year founded
2005
Location
Region
Europe
Country
United Kingdom
City
London
Corporate office
London, United Kingdom
Principals
W. Morgan Watson
Financial Planner, Managing Partner
W. Morgan Watson
Co-Founder and Managing Partner
Jay Duffy
CFP®, Financial Planner, Managing Partner
Jay Duffy
Co-Founder and Managing Partner
Annette Quigley
CFP®, CRC®, Financial Planner, Senior Partner
Matt Braerman
Financial Planner, Associate
Jake Krieger
Financial Planner, Associate
Camden Butler
Financial Planner, Associate
Justin Gue
Client Relationship Manager
Emma Frank
Client Relationship Manager
Elia Reppas
Client Relationship Manager
Sector focus
Frequently asked questions
How does Frame Wealth Management structure its investment approach?
Frame employs a goal-based planning methodology, constructing portfolios designed to meet specific client objectives across time horizons. The firm allocates across public equities, fixed income, and alternatives through managed funds and model portfolios, rather than promoting direct private-market deal access. This positions Frame as a holistic financial planner first, with investment management as one integrated component.
Does Frame disclose its assets under management?
No. Frame Wealth Management does not publicly report assets under management or total client assets. This is common among smaller, privately held UK wealth managers that are not subject to public disclosure requirements and choose not to participate in industry surveys. In the absence of disclosed figures, external estimates are not available.
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