Welcome to Magnus

Building your financial future

how we can help

We’re privileged to be able to offer you investment solutions that help you achieve your investment goals, working in tandem with your Wren Sterling Financial Planner.
how we can help

We’re privileged to be able to offer you investment solutions that help you achieve your investment goals, working in tandem with your Wren Sterling Financial Planner.

portfolios based on risk appetite

You control the risk

We’ve constructed diverse portfolios with exposure to cash, bonds and equities, with the flexibility to use other asset classes. Our portfolios are meticulously scrutinised and we’ve worked hard to offer them at a competitive price.

group buying power

Value for money

We manage over £1bn of client assets and that number is increasing all the time. The more we manage, the greater commercial influence we hold, and this results in fantastic value holdings for Wren Sterling’s clients, which would not be available on an individual basis.

a personal approach

Portfolios tailored to you

We offer Wren Sterling’s Financial Planners the opportunity to use our model portfolio service (MPS), so they can align funds to your objectives and risk appetite. We also provide two other services;
our Core Plus portfolios, which are lower-cost portfolios, and our Bespoke service for clients with
unique circumstances, such as specific income requirements, ethical preferences or tax implications.

IMPORTANT: Investments can go down as well as up, so you could get back less than you put in.

insights

Get our latest thoughts

factsheets

Our investment portfolios change daily, so it's
important to have the
latest information.

Our Factsheets hold everything you need to know about our Model Portfolios and Core Plus Portfolios.

about us

Magnus Financial Discretionary Management Ltd (Magnus) is a discretionary investment management business that’s part of the 
Wren Sterling Group of companies.
Find out more

About us

Magnus Financial Discretionary Management Ltd (Magnus) is a discretionary investment management business that’s part of the 
Wren Sterling Group of companies.

our services

Discover our Portfolios, and find out how they are constructed and maintained.

awards

Our team have been recognised for their performance by leading industry publications, while our commitment to best practice
means we are accredited by ARC.

analysis

Magnus’ expert analysis delivered to your inbox

Magnus’ Investment Managers share their thoughts on global investment markets, key events (such as election results and geopolitical moments) and offer insight into the future prospects of markets.

We also post the appearances our team makes in the press. To date, we’ve been featured on Bloomberg, CNBC, The Times, Investors’ Chronicle and many investment-focused titles.

A key benefit of investing through Magnus is regular updates from leading Investment Managers. If you would like to opt in for weekly markets round-ups, as well as quarterly reviews and other timely updates please
register here.