"It's not the strongest that survive, nor the most intelligent, but those that can respond to change and adapt to their environment"
- Charles Darwin (1859)
Welcome to Magellan
We are Boutique Investment Managers by choice. Having escaped the herd mentality of the larger firms, we think there is a better way of working.
We want to be client managers, not client gatherers and by staying of modest size can we ensure we have the time we need for every one of our clients.
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We build and discretionary manage, bespoke investment portfolios for a wide range of private clients, trusts, ISA's & SIPP's.
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We also work in partnership with Financial Advisers, to support and improve their overall investment propositions. This can be via our own, risk-targeted model portfolios (which can be white-labelled as an advisers' own) or as arms-length consultants, helping Advice firms with their own investment strategies. Either way, we look to take away much of the investment heavy-lifting from an Adviser's shoulders, letting them get on with what they do best, meeting their clients and building their businesses.
As boutique managers, our focus is unashamedly tilted towards portfolio performance and client service. We adapt as markets change and we keep things simple in how we work, so that everything we do, can be done well.
Risk-Targeted
Model Portfolios
We build and monitor our own & adviser portfolio strategies, to ensure they always closely match the key risk metrics and strategic diversification targets clients have signed up for.
Active Management
Approach
Whilst 'Passive Investments' and 'Index Funds' remain our preferred vehicles of choice, they are actively monitored and managed by us within our model portfolios.
Factor & Sector
Based Approach
We use factor-led overlays to screen for Quality, Momentum & Volatility targets, as we seek to positively tilt your portfolio returns wherever we can.
Low-Cost
Driven Ethos
We follow a deliberately low-cost OCF approach across our portfolio and investment focus. This helps ensure that valuable performance gains are not needlessly eroded by fees.
"Markets can remain irrational far longer than you can remain solvent"
John Maynard Keynes
Our Role
We recognise that high-quality Financial Advice can quickly be eroded by sometimes overpriced and often mediocre investment performance from Discretionary Managers. Magellan has positioned itself to provide a low-cost solution.
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Our experience tells us that investments don't have to be complicated, it's the people managing them who try to make them sound as if they are. So, we work to remove a lot of the background noise and look at what really matters; 'Risk v Reward' and the fees clients pay to achieve their returns.
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Refreshingly, we also speak in plain English, free of industry jargon and buzz-words. We want our portfolios to make hay when markets are strong, but be locked down when the sun disappears, to navigate past any bumps in the road ahead.
We Are Proud of Our Numbers
58
Years of Investment Market Experience within the Team
11
Factors Monitored via our MRI Scan
8
Year Model Portfolio
Track Record
100
% Independent
And We Are Proud of Our
Independence
It allows us to be free to manage our portfolios in the best interests of our clients, with absolutely no bias, conflict or influence from external third parties whatsoever.
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Independence allows us to choose the industry partners we want to work with and avoid the ones we don't. So, we select the best research from the best fund houses, the best platforms for the security of our client assets and the most advanced portfolio analysis software we can find.
Our Charities for 2024
We are pleased to donate a meaningful part of our annual profit in supporting a number of important charities and worthy causes chosen by our clients each year. For what we take out, we feel it is important to put something back, so we remain committed to a full and ongoing program of charitable giving wherever possible.
