services

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 compliment 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 Wren Sterling 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 – 0.50% + 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.

Aligned

Designed to match Wren Sterling’s target market and suitability process

Smarter approach to equity diversification

Integrating both factor perspectives and sector perspectives

£900m assets under management*

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

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

Part of the Wren Sterling Group of Companies

We can use the scale of the Wren Sterling Group to create fund cost value for you

*Figures correct as of July 2024

Download our Brochure

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

download brochure
Building your financial future

contact details

0203 962 6189

info@magnusdfm.com

Courthill House
Water Lane
Wilmslow
Cheshire
SK9 5AP

About us

Magnus Financial Discretionary Management Ltd (Magnus) is a discretionary investment management business that’s part of the
Wren Sterling Group of companies. We manage over £1bn of client assets and we exclusively serve clients of Wren Sterling.

The value of investments and any income from them can fall and you may get back less than you invested.