Magellan Financial Ltd is a boutique Bahamian-based financial services group offering wealth management, fund administration and trusteeship to a global high net worth client base. With associated offices in London, Cayman Islands and New Zealand, Magellan originated as a licensed securities broker/dealer in the Bahamas.

The Group maintains a specialized professional support team dedicated to Accounting, Information Technology, Risk and Compliance.

Magellan Financial Ltd is a boutique Bahamian-based financial services group offering wealth management, fund administration and trusteeship to a global high net worth client base. With associated offices in London, Cayman Islands and New Zealand, Magellan originated as a licensed securities broker/dealer in the Bahamas.

The Group maintains a specialized professional support team dedicated to Accounting, Information Technology, Risk and Compliance.

Our Values

Global Outlook

We stay current with the latest international financial industry news and trends, providing a competitive advantage to our clients.

Investor Centric Approach

The investor is at the core of our philosophy and operations, our best interests always lying with meeting or exceeding expectations.

International Expertise

Our team draws on our wealth of global knowledge, combining resources and expertise to achieve the best possible results for our clients.

Strategic Alliances

We are aligned with financial communities and large institutions across the globe to ensure we have the best resources in place to assist you.

Milestones

 

2019

Commenced execution trading strategy targeting Far East HNW Individuals.

2019

Launched Magellan Freezer Trusts through Magellan Concepts Limited.

2019

Commenced share margining strategy for selective clients.

2018

Name change of Magellan Advisors to MFAUK Ltd.

2018

Acquired Magellan Advisors (UK) Ltd with approval from the Financial Conduct Authority (FCA) to conduct advisory services.

2017

Accepted into STAMP Medallion Certification as a Financial Industry Signature Guarantor for certification of stock transfers globally.

2016

Acquired Tranquil Shores at RI Ltd, Bahamian property development company.

2016

Acquired Magellan Global Fund SPC as a Cayman licensed and regulated Segregated Portfolio Cell Fund.

2016

Acquired Magellan Management Services Limited as a restricted Cayman Investment Advisor and Manager.

2016

Acquired Magellan Trust Company Limited, a New Zealand registered trust company that provides estate and financial planning for global high net worth clients.

2016

Established a new Bahamian corporation, Magellan Financial Ltd, as the group parent holding company for all subsidiaries within the Magellan Group.

2013

Acquired 100% of Magellan Mercantile Services Limited as a Bahamian company to facilitate securitized lending and share margin facilities.

2011

Magellan Securities Limited approved by The Securities Commission as a restricted mutual fund administrator.

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2009

Established Magellan Securities Limited as a Bahamian company and obtained licensing approval from The Securities Commission of the Bahamas under license #SIA-F086. As part of the licensure, The Commission approved Magellan Securities Limited as a Manager (Custodian) of Securities and  Advising on Securities.

Milestones

2019

Commenced execution trading strategy targeting Far East HNW Individuals.

2019

Launched Magellan Freezer Trusts through Magellan Concepts Limited.

2019

Commenced share margining strategy for selective clients.

2018

Name change of Magellan Advisors to MFAUK Ltd.

2018

Acquired Magellan Advisors (UK) Ltd with approval from the Financial Conduct Authority (FCA) to conduct advisory services.

2017

Accepted into STAMP Medallion Certification as a Financial Industry Signature Guarantor for certification of stock transfers globally.

2016

Acquired Tranquil Shores at RI Ltd, Bahamian property development company.

2016

Acquired Magellan Global Fund SPC as a Cayman licensed and regulated Segregated Portfolio Cell Fund.

2016

Acquired Magellan Management Services Limited as a restricted Cayman Investment Advisor and Manager.

2016

Acquired Magellan Trust Company Limited, a New Zealand registered trust company that provides estate and financial planning for global high net worth clients.

2016

Established a new Bahamian corporation, Magellan Financial Ltd, as the group parent holding company for all subsidiaries within the Magellan Group.

2013

Acquired 100% of Magellan Mercantile Services Limited as a Bahamian company to facilitate securitized lending and share margin facilities.

2011

Magellan Securities Limited approved by The Securities Commission as a restricted mutual fund administrator.

2009

Established Magellan Securities Limited as a Bahamian company and obtained licensing approval from The Securities Commission of the Bahamas under license #SIA-F086. As part of the licensure, The Commission approved Magellan Securities Limited as a Manager (Custodian) of Securities and Advising on Securities.

Executive Team

Confidentiality      Honesty      Integrity      Transparency      Personalized Service

Our executive management team has all the necessary qualifications and experience to provide service excellence to each and every valued client. With more than 50 years of combined experience in the securities business, our board of directors and team members have spent their professional careers guiding clients through the complex world of international investment, trading, financial instruments, asset protection and legacy planning.

Robert Davidowski

Managing Director with day to day responsibility for the stewardship of the Magellan Group of Companies. Specific areas of responsibilities include Wealth Management and Fund Administration.

Ian Towell

Chairman of the Board of Directors with responsibility for strategic development and corporate governance. Specific responsibilities include oversight of the London Office, Fiduciary and Property Development and Administration Services.

Meredith Miller

Trader and Manager of Securities with day to day responsibility for trading, settlement and management of the group’s financial instruments.

Luis Brime

Luis is a director of Magellan UK FCA regulated subsidiary with oversight for Compliance and AML.

Associated Professionals

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