OUR 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 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.

Bespoke portfolios

£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