The MitonOptimal Group

The MitonOptimal group of companies are independent multi-asset investment managers, via our growing global office network, our primary business focus is the delivery of Discretionary Fund Management and Client Portfolio Management services to a global client base of intermediary and private clients.

Go to Your Local Region

Get the most from the MitonOptimal Group website by visiting your local regional offices in Guernsey, South Africa, the United Kingdom and Jersey, to learn more about MitonOptimal and our successful range of investment management services.

Our Services

Discretionary Fund Management

We have developed a successful range of DFM services in partnership with a growing number of intermediary clients, to meet the investment needs of their respective clients.

Client Portfolio Management

We offer a bespoke range of Client Portfolio Management services to many clients across the world. 

Institutional Asset Consulting

Our Institutional Asset Consulting Service in based in South Africa

Fund Services

The MitonOptimal group of companies offer a number of Dublin, Guernsey and South Africa domiciled investment fund options.

About Us

The MitonOptimal group of companies is an independent multi-asset investment manager, majority owned by our management and directors. We employ over 60 staff across offices in Guernsey, South Africa, the United Kingdom and Jersey. With combined assets under management (AUM) of approximately GBP818m, our highly experienced investment management team has been investing MitonOptimal client money for over 16 years. We offer a broad range of global Discretionary Fund Management (DFM), Portfolio Management, Managed Model Portfolios, Institutional Asset Consulting and regulated funds services to our clients, via well-established and regulated distribution channels across Europe, Africa, Asia, the Caribbean, The Middle East and South America.

Scott Campbell, the Group’s Managing Director and Chief Investment Officer, initially established MitonOptimal in 2002. Today, focussing on our primary service offering of Discretionary Fund Management (DFM), Portfolio Management, Managed Model Portfolios and Institutional Asset Consulting services, we cater for a diverse spectrum of private clients, independent financial advisers (IFAs), Fiduciaries, family offices and Trustees/institutional clients around the globe.

In our role as Investment Managers, the common denominator across all of our products and services is Global Multi-Asset Management. Our investment philosophy is unashamedly simple, “diversification, through unconstrained global asset allocation, within an absolute mindset”, with the aim of achieving our clients’ objectives, through the management and control of risk. We are a closely knit team of professionals that recognise the importance of focus. That focus does not simply translate to our approach to investment management services; it also reflects our strong belief in offering our clients face to face, personalised relationships with their investment manager. We treat the client exactly how we would wish to be treated.

Download our Corporate Brochure

Ongoing volatility is here to stay…but you have to be in it to win it!

Roeloff Horne, Director and Head of Portfolio Management in South Africa, provides insight into the results of the South African national election which took place last week (8 May 2019), as well as other macroeconomic factors at play. During a recent scenario...

AssetTV Masterclass: Global Equities

Our Head of Investment Strategy, Joanne Baynham, hosted a Masterclass on Asset TV, discussing global equities with experts from Denker Capital, Fundhouse and Schroders. Global equities are a difficult investment environment at the moment. We've had a very weak quarter...

Thematic Investing: the case for Biotech

We’re partial to a spot of thematic investing here at MitonOptimal.  In addition to the deployment of clients’ capital along traditional geographic lines, our preferred equity funds include allocations to managers whose strategies are aiming to tap into specific...

The risks of neither owning nor understanding

‘Following the herd’. ‘Being an ostrich’. ‘Looking in the rear-view mirror’, or ‘simply not understanding…’ That’s a pretty negative start to an article! In most cases, all of the above apply when either financials or banks are mentioned. The 9th of March 2019 marked...

How long is long-term when investing for retirement?

In South Africa, recent pedestrian investment returns have made life extremely difficult for advisors advocating long-term strategies to their clients when planning for retirement. For the last year or more, 3-year and 5-year returns in traditional multi-asset...

Korea progression

The term ‘chaebol’ is given to large conglomerates that are controlled by a family in South Korea. A backdrop of chaebols has pollinated a culture of poor corporate governance and often complex corporate environment; corporations are often multi-faceted businesses...

The Central Bank’s balance sheets

Over the last 20 years the global financial system has changed radically from being dominated by the banking system to increasing participation by the ‘shadow’ banking system. Corporates have been generating large amounts of cash (particularly technology firms in the...

Adding Integrity to your Investment checklist.

Investing, like many other aspects of the modern world, is changing rapidly to include softer considerations which would previously have been ignored, and the integrity of the senior management team is rapidly becoming an important factor for investors to consider.

Convertible Bonds – Should they be an addition to a diversified portfolio?

Rewind to the 4th Quarter of last year when numerous commentators and analysts were calling an end to arguably the longest bull market in history - certainly since World War II - with major indices, such as the S&P quadrupling since the lows of 2009. Since the end...

Emerging Markets – A foreground of differences & a background of similarities

This weekly comment is being written from Brazil, an emerging market that we have previously owned in our private client portfolios through the Findlay Park Latin American Fund (now part of the recently established Brown Advisory Latin American Fund) but not one we...

Address

MitonOptimal International Limited
Suite 1, Weighbridge House,
Lower Pollet,
St. Peter Port,
Guernsey, GY1 3XF,
UK

Phone

+44 (0)1481 740044

Regulatory Information

MitonOptimal International Limited is registered in Guernsey (Registration No. 51561) and is the overlying holding company of the companies that make up the MitonOptimal Group.

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