Latest News & Insights
Latest news and insights from our expert discretionary fund management team.
About Magnus
Magnus, formerly trading as MFDM LLP, was established by the management team of Mutual Financial Management LLP in 2019 for the specific purpose of providing a discretionary fund management service to clients. This business was acquired by the Wren Sterling Group in 2022 and now runs as an independent business, with its own FCA permissions to manage investments.
Whether your financial adviser has recommend our model portfolio services (MPS) or our bespoke investment solutions, we make investment decisions according to our investment philosophy, which is designed to optimise investment portfolio performance.
The Magnus Investment Committee oversees the fund selection in our investment portfolios. The Committee meets quarterly, is chaired by an external expert and with input from independent fund researchers. The team listed on this page are also part of the Investment Committee.
Meet The Team
Rory McPherson
Chief Investment Officer
Rory is our Chief Investment Officer and is responsible for the construction and implementation of our investment process and the management of the model portfolios. Rory has previously grown and run award-winning Multi Asset Funds (at Russell Investments) and more recently served as Head of Investment Strategy at Punter Southall Wealth.
Paul Chafer
Managing Director
Paul became Magnus’ Managing Director in 2023 and he is also Chief Commercial Officer of Wren Sterling.
Paul has 35 years’ experience in financial services and has held a number of senior positions within banks and building societies, including Commercial Director at the Stroud and Swindon Building Society.
Paul sits on Magnus’ Investment Committee and Magnus’ Risk Committee, as well as Wren Sterling’s Investment Committee.
Clemmie Vaughan
Chair of Magnus Investment Committee
Clemmie is a former asset management Group CEO. From 2017 to 2021 she led, grew, internationalised and digitised Ruffer, the pre-eminent investment management firm, to £25bn AUM (60% institutional) and a team of 350. Together with her leadership experience, she has a long and established asset management track record of investing globally across equities, bonds, real estate, digital currencies, credit and gold.
Georgina Ogilvie-Jones
Chief Investment Strategist
Georgie is a seasoned analyst and researcher with over 25 years’ experience working for wealth management, investment banking and management consulting companies. She has worked within wealth management in an investment management capacity for 11 years with stints at SDB Strategic Planners, Torevell & Partners and Mutual Financial Management/Magnus.
Thomas Hinds
Investment Manager
Thomas joined Magnus in 2020 having previously worked in China as an equity analyst for several Chinese investment banks providing research analysis on the domestic market for major financial institutions. In his current role at Magnus, Thomas works as part of the DFM team providing quantitative analysis in particular detailed portfolio analytics and insights to evaluate different strategies and allocations.
