Bespoke Portfolios

Magnus’ Bespoke Service is for individuals, families, trusts, charities, and corporations with more complex or specialist financial planning arrangements. It has been developed to complement the managed portfolio service (MPS).

Our relationship with your financial planner

Our Bespoke Service gives you direct access to your Investment Manager, while your investments are overseen by your Financial Planner. Magnus is responsible for assessing the suitability of the investments against the agreed investment mandate.

Why invest through Magnus?

Value for Money

Our standard Bespoke management fee – 0.20% + VAT

First class customer service

We’re in regular communication with your adviser through our updates programme and we’re available for direct communication with you too

Performance

Our Bespoke service is new. However, our model portfolios have produced strong investment returns over the four years since inception. See brochure for details

Governance

Liquidity management and monitoring of underlying investments using proprietary tools and techniques

Third party expertise

We’re working with investment management experts, Elston Consultancy, giving us access to the latest investment data

Institutional framework around asset allocation, stock and fund selection

Effective governance arrangements when it comes to investment decisions

Investment Committee

Chaired by an independent expert with highly relevant industry experience, Clemmie Vaughan, ex CEO of Ruffer

Transparent

Quarterly reporting and direct access to the Magnus team for queries

£2bn+ assets under management*

Across Magnus’ total assets, including the model portfolio service, we have scale and we’re growing all the time

*Figures correct as of Jan 2026

Request our Brochure

Learn more about our Bespoke service, our team, and the difference between this and our Managed Portfolio Service (MPS).