"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)
As investment-led consultants, we work exclusively with FCA-authorised Financial Advisers in supporting and improving their 'Central Investment Propositions' to clients.
And there are many reasons why Advice Firms might wish to retain full oversight and control of their in-house model portfolios and investment offerings, rather than farming them out to third-party DFM's. Typically, this might be concerns about ongoing performance, a wish to retain client fee income, a lack of investment expertise or perhaps uncertainty about correct governance and process. Magellan can help with all of these and will work to take away much of the heavy-lifting from an adviser's shoulders, letting them get on with what they do best, meeting their clients and building their businesses.
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Focusing on just 4 key pillars, we specialise in the 'Factor' driven ETF space, ensuring our clients' investment process and products cane b managed not only at extremely low cost, but with an almost laser-beam focus on performance. We adapt as markets change and we keep things simple in how we work, so that everything we do, can be done well.
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​And there are many reasons why an Advice Firm might want help to retain their oversight and control of in-house portfolios, rather than farming them out to third-party DFM's.
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Typically this may be;
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concerns about ongoing performance.
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a need to retain client fee income.
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a lack of investment expertise
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uncertainty as to correct governance and process.
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And the downside of 'guessing' is that even over the medium-term, it can quickly turn into 'lazy investing', littered with complacency and behavioral bias. So, if you ever hear someone say 'stay with it, it's different this time', it's probably time to end your meeting and head for the nearest exit !
Risk-Targeted
Model Portfolios
We support Adviser Model Portfolio strategies to ensure they will always closely match the key risk metrics and strategic diversification targets their clients sign up for.
Active Management
Approach
Whilst Passive investments and Index funds will always remain our preferred vehicles of choice, we always support strategies of their continued active management, ensuring they remain fully monitored within any model portfolio.
Factor Based Approach
We employ data-driven, factor-led overlays using Momentum, Quality and Volatility screens across a 'Core & Satellite' approach, seeking to positively tilt returns wherever possible.
Low-Cost
Driven Ethos
By maintaining a deliberately low-cost OCF approach across how we work and investment focus, we can ensure that any valuable performance gains are not needlessly eroded.
"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 become eroded by sometimes overpriced and mediocre investment performance from Discretionary Managers. We have positioned ourselves firmly within this space to assist advisers with a first-line solution, with strong investment focus and process.
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And an investment process doesn't need to be complicated, it's usually the people who build them that make them sound as if they are. So, we remove all of the background noise to look at what really matters, 'Risk v Reward' and the DFM fees clients are paying to achieve their returns.
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We also speak in plain English, free of industry buzz-words and jargon, but with a Magellan style that is entirely pragmatic. We work with advisers to ensure their performance makes hay when markets are strong, but is quickly locked down when the sun disappears, as we look to help navigate past any bumps in the road ahead.
And We Are Proud of Our
Independence.....
Magellan is owned entirely by our directors and staff, which means we can remain completely independent in how we work. With no external shareholders to influence us, we are free to carry out our work in the best interests of our clients, with absolutely no bias or conflict whatsoever.
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Independence also means we can avoid the limitations of working entirely with in-house support teams whom, by definition, simply cannot do everything well. So, we are free to choose the industry partners we want to work with and avoid the ones we don't. We select the best platform provider, the best analysts at the best fund houses and the most advanced portfolio analysis software out there.
Our Charities
for 2023
We donate a meaningful part of our annual profit in helping to support a good number of important charities and worthy causes, as chosen each year by ourselves and our clients. We think it is important that for what we take out, we should put something back, so are committed to a full and ongoing programme of charitable giving.
