Frame Wealth Management

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.

Based on public record, Frame Wealth Management appears to be independently owned and operated, with no publicly reported private equity investment or acquisition by a consolidator. This independence distinguishes it from many UK peers that have been rolled up into larger platforms. The specific ownership structure and partners, however, are not publicly detailed.

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.