Levelheaded Investor

Michael Aitken is founder and chairman of Magus Wealth, a CEFEX Certified and chartered financial advisory firm founded in 1998. He holds the fundamental belief that values-based wealth management can have a significant impact upon the quality of people’s lives where money is the enabler towards a fulfilling and purposeful life. This belief sits at the core of how Magus approach advising their clients.He has considerable experience working with multi-jurisdictional ultra net worth families. He loves helping them and especially working with the rising generation to transition family wealth across multiple generations.As Magus continues to grow, he is passionate about passing on his wealth of experience to the next generation of financial advisors in the ways described in this book. He believes that everyone has the right to good financial advice and to have greater autonomy in their lives through the wise and some may say levelheaded approach to money.He lives in West Sussex with his wife Candie and their four children, is a CrossFit disciple, loves long country walks with his dogs and is a frustrated saxophone player who recognises he started learning 30 years too late.

My family had the privilege of working with Michael on wealth succession planning. In his book, Michael skilfully captures the fundamental principles and core insights to equip the next generation with the conversations, knowledge and values necessary to have a good relationship with money and help with the transition of family wealth.Lionel Sauvage, philanthropist, vice chairman of Abraham Path Initiative and board member of the Society of Friends of the Louvre