Magus Private Wealth
0203 176 5888
Managing Wealth
Investment Principles
Our Services
What We Do
We use the latest academic financial thinking, planning technology and our advising skills to bring your finances alive & deliver you the life you desire
Managing Your Wealth
Investment Principles
Our Services
Context
Magus Investment Principles

Asking ‘Why?’ Really Matters

Money is rarely the true objective of investing. Money is an enabler - the thread that runs through our lives. Our clients seek to live a lifestyle with certainty around their wealth and to know their investments will comfortably support them for the rest of their lives.

The distinctive difference of the Magus approach is our belief that you cannot invest money in isolation; it must be done in the context of our client’s lives, dreams and aspirations.

Hence our approach to investing your money starts with your “Why”: the need to discover what is truly important to you and to paint a picture of your ideal future.

We then build a tailored private wealth plan for you, to help achieve your lifestyle aspirations. We take into account your investment time horizons, your thoughts and feelings around investment risk, as well as any personal factors that you have shared with us.

Our proven, robust and evidence-based investment strategy is shaped around 10 central investment pillars. We believe these help deliver a much better investment outcome as well as a more positive investment experience. 

“I’d been playing around with different investments for years. Magus helped us understand how we could put our savings and investments into a logical portfolio that would make a better return and they certainly have. It’s allowed me to ‘retire’ earlier than we otherwise thought possible.”

Ian Kennedy
Context
Magus Investment Principles

Asking ‘Why?’ Really Matters

Money is rarely the true objective of investing. Money is an enabler - the thread that runs through our lives. Our clients seek to live a lifestyle with certainty around their wealth and to know their investments will comfortably support them for the rest of their lives.

The distinctive difference of the Magus approach is our belief that you cannot invest money in isolation; it must be done in the context of our client’s lives, dreams and aspirations.

Hence our approach to investing your money starts with your “Why”: the need to discover what is truly important to you and to paint a picture of your ideal future.

We then build a tailored private wealth plan for you, to help achieve your lifestyle aspirations. We take into account your investment time horizons, your thoughts and feelings around investment risk, as well as any personal factors that you have shared with us.

Our proven, robust and evidence-based investment strategy is shaped around 10 central investment pillars. We believe these help deliver a much better investment outcome as well as a more positive investment experience. 

“I’d been playing around with different investments for years. Magus helped us understand how we could put our savings and investments into a logical portfolio that would make a better return and they certainly have. It’s allowed me to ‘retire’ earlier than we otherwise thought possible.”

Ian Kennedy
Download the 10 Investment Pillars
Download the Magus 10 Investment Pillars

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Financial Clarity?

Let's meet for coffee and a chat to see if we can shed some light on your financial world.

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Come and See Us
Looking For
Financial Clarity?

Let's meet for coffee and a chat to see if we can shed some light on your financial world.

Come and See Us
Looking For
Financial Clarity?

Let's meet for coffee and a chat to see if we can shed some light on your financial world.

Come and See Us
Looking For
Financial Clarity?

Let's meet for coffee and a chat to see if we can shed some light on your financial world.

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