Become a Client

Sophisticated Investors

As a specialist firm, the Magellan Group and its subsidiary companies are licensed to provide services to sophisticated investors only. Typically, a sophisticated investor will have readily available liquid assets in excess of USD 100,000 or currency equivalent. Most will also have previous training and experience with financial instruments and investments.

All Your Financial Needs

As a diverse group with a wide range of services, it is important to review and understand the advantages and functionality of each one. To better serve your needs, we have a specialist team to deal with each and every service offered. The specialists are listed below:

Become a Client

Sophisticated Investors

As a specialist firm, the Magellan Group and its subsidiary companies are licensed to provide services to sophisticated investors only. Typically, a sophisticated investor will have readily available liquid assets in excess of USD 100,000 or currency equivalent. Most will also have previous training and experience with financial instruments and investments.

All Your Financial Needs

As a diverse group with a wide range of services, it is important to review and understand the advantages and functionality of each one. To better serve your needs, we have a specialist team to deal with each and every service offered. The specialists are listed below:

Robert Davidowski

Wealth Management
Account Consolidation Services
Fund Administration

Meredith Miller

Custody & Trading Services
Portfolio Review Services

Ian Towell

Fiduciary Services
Personal Directorships
Property Development and Administration

Client Profile

It is important to the Magellan Group to establish a client’s profile, to ensure the partnership will be beneficial to the client and fall within the group’s service offering to high-net worth individuals.

Personal Consultation

As a boutique service provider for sophisticated investors, we require that you meet one of the key members of the executive team or be introduced to the Magellan Group by one of our long-time trusted business introducers. To arrange a meeting please call or submit a request.

Application and Due Diligence Gathering

An application form for both individuals and corporate applicants will be submitted for completion along with a request for the necessary industry standard due diligence.

Commence Relationship

You have now completed a client profile, provided an application and the related due diligence, met with a key member of the executive team or one of our long time trusted business introducers and will now receive a welcome letter and become a respected client of the Magellan Group.

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