About Us
Magnus Financial Discretionary Management Ltd (Magnus) is a Discretionary Investment management business.
How we’re separate from Wren Sterling
Magnus primarily works with Wren Sterling’s financial advisers, while also supporting relationships with external adviser firms and broader market distribution.
We have
Collective buying power
We are able to access Wren Sterling’s central resources and as a sister company, its buying power. We always look to secure the most competitive rates from the fund providers we use.
We are
Totally independent
It’s important to state that Wren Sterling’s financial advice business is totally independent and financial advisers do not receive inducements for recommending Magnus as an investment solution.
Our history
Find out how we grew to manage over £2bn in clients’ assets.
Magnus previously traded under the name of MFDM LLP, which was set up in 2020 by the directors of Mutual Financial Management LLP.
MFDM was acquired by Wren Sterling in 2022. It grew to manage over £200m of client assets prior to the acquisition.
Building on solid foundations, Wren Sterling appointed Rory McPherson as Chief Investment Officer and MFDM was rebranded to Magnus in early 2023.
At the same time, the Magnus board and investment committee was remodelled and Clemmie Vaughan, former Chief Executive of Ruffer joined as a Non-Executive Director and Chair of the Magnus Investment Committee, ensuring the same rigour exists in Magnus as in other large investment management firms.
Our team has grown since, with the hiring of Emma Matthews as Investment Manager to oversee our Bespoke proposition.
Magnus hits £1bn of client assets under management.
our award-winning team
Learn about the Investment Managers, Executives and Non-Executive Directors that make up Magnus.
Rory McPherson
Chief Investment Officer and Managing Director
Rory is our Chief investment Officer and is responsible for the construction and implementation of our investment…
Clemmie Vaughan
chair, magnus
Clemmie is a former asset management group CEO. From 2017 to 2021 she led, grew and digitised Ruffer, the pre-eminent investment…
Georgina Ogilvie-Jones
chief investment strategist
Georgie is a seasoned analyst and researcher with over 25 years’ experience working for wealth management, investment banking…
Thomas Hinds
investment manager
Thomas joined Magnus in 2020 having previously worked in China as an equity analyst for several Chinese banks providing research…
Emma Matthews
investment manager
Emma is a CFA Charterholder and Chartered Fellow of the CISI. Emma focuses her time on bespoke client portfolio management…
Investment Operations Manager
Laura joined Magnus as part of the Mutual Financial Management acquisition and has over 18 years’ experience working with both group and individual pensions and a range of investments and protection policies.
