We have aligned ourselves with a select group of large worldwide financial institutions, giving us the ability to provide comprehensive international financial services to global high net worth clients. We focus primarily on wealth management, bringing to the table a wealth of experience that helps our clients plot a successful financial course that meets their custom requirements.

We have aligned ourselves with a select group of large worldwide financial institutions, giving us the ability to provide comprehensive international financial services to global high net worth clients. We focus primarily on wealth management, bringing to the table a wealth of experience that helps our clients plot a successful financial course that meets their custom requirements.

Custody & Trading

Our custody and trading services are tailored to our clients’ specific goals and jurisdictional preference or requirements. Through our affiliates, we offer custody and trading services through well respected global custodians. Clients also have the choice of their own financial institution and jurisdiction. Our service providers are committed to flexibility, rapid execution and excellence in service on which we pride ourselves. We only use large, reputable custodians and trading affiliates to ensure client funds are not exposed to undue risk.

Account Consolidation

We have found that many high net worth individuals and corporate investors tend to diversify their non-investment concentration risks by utilizing a series of brokers and custodians, but often run into informational challenges. Our platform goes beyond traditional custodian services and can generate flexible, bespoke reporting that enables clients to analyze assets and liquidity across currencies, sectors, jurisdictions and ownership profiles. Using ‘best-in-class’ systems, clients are able to monitor all assets and liabilities, giving a comprehensive overview which makes strategic planning and implementation seamless.

Portfolio Review

This service was originally offered to aid Banks, Trust Companies, and Insurance Companies, to discharge their fiduciary obligations. We now offer the service to all clients in order to provide a comprehensive risk assessment of the key risk factors normally overlooked, but critically important nonetheless. For instance, political, reputational, currency and tax implications of a particular investment are often ignored, despite the importance of using these and other criteria to properly judge a particular investment. This service is offered either quarterly or on an ad hoc basis, depending on the client’s particular needs.

Fiduciary

Magellan can also facilitate the formation and management of trusts and companies. We provide unbiased and independent fiduciary advice to bring you solutions that fit your personal situation such as, wealth transfer, asset protection, tax efficiency and legacy planning. For all structures associated with the Magellan Group, we also provide full accounting services to meet personal and regulatory or tax filings.

Personal Directorships

For a select group of high net worth clients, Magellan will provide directors for and on behalf of the client’s holding or operating companies.

Fund Administration

Magellan carries a license to provide limited Mutual Fund Administration Services. This service can be provided to in-house Mutual Funds.

Property Development and Administration

The group has specialized property development experience and is currently developing Tranquil Shores, a boutique 3-acre development site on Rose Island, Bahamas. See more at www.roseislandbahamas.com. Other areas of expertise include the administration of high-end investment and residential property developments.

Wealth
Management

Wealth management is an investment-advisory discipline that brings together a wide array of aggregated financial services directed mainly towards high net worth individuals. Our team of financial experts coordinates this consultative process which addresses the needs and wants of our affluent clients. Learn More

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