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, United Kingdom, Isle of Man and Singapore, 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 70 staff across offices in Guernsey, South Africa, United Kingdom, Isle of Man and Singapore. With combined assets under management (AUM) of approximately GBP700m, our highly experienced investment management team has been investing MitonOptimal client money for over a decade. We offer a broad range of global Discretionary Fund Management (DFM), Portfolio Management, 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, Model Portfolios and Institutional Asset Consulting services, we cater for a diverse spectrum of private clients, independent financial advisers (IFAs), Fiduciaries, family offices and 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.

Bondmageddon!

When I began my career in this industry, back in the mid-1980s, the investment world was a simple place. In terms of the information available to a budding portfolio manager, the height of cutting-edge sophistication was a small TV, tuned to BBC Ceefax (the world’s...

Is There a Bond Bear Market on the Horizon?

Simon Sharrott discusses the impact of interest rate hikes on the bond markets with Lindsay Williams. Is there a bond bear market on the horizon? [Source: FMR101.3 - Lindsay Williams - January 15, 2018]    ...

Business as Usual in 2018?

MitonOptimal opens the New Year with our first podcast, featuring Shaun McDade's interview with Lindsay Williams on FMR101.3's Fine Business Radio Show from Cape Town. [Source: FMR101.3 - Lindsay Williams - January 9, 2018]  ...

Prediction is very difficult, especially about the future

“Prediction is very difficult, especially about the future” Niels Bohr (1885 – 1962)     In keeping with the famous quote above, our outlook for stock markets in 2018 is unashamedly honest; it’s very difficult to predict. However, we have an opinion of course, and one...

ANC elections – A game changer for South Africa?

Roeloff Horne discusses the global markets as we head in the Christmas break and the impact of the ANC election on the South African investment market. [Source: FMR101.3 - Lindsay Williams - December 18, 2017]  ...

It’s all about the price

Economies need to set the right price This year has marked three anniversaries. The first was the 100 year anniversary of the Russian Revolution. The second was the 30 year anniversary of the 1987 crash. The third was the 10 year anniversary of the financial crisis....

A Walk on the Wild Side – Adventures in Mortgage-Backed Securities

Sometimes the best investment ideas are the ones that take you outside of your comfort zone. In July of 2015, I took a call from a sales guy, from whom we had previously bought a US equity manager, pitching an idea for a soon-to-be-launched fund investing in US...

Is this a Perfect Storm for Oil?

Andy Pfaff discusses the perfect storm for oil prices and the view going forward over the next year or two, as well as other commodity prices, with Lindsay Williams on the Fine Business Radio show. [Fine Business Radio - Lindsay Williams - December 11, 2017]    ...

December 2017, a watershed period for SA Politics and the economy

S&P Global Ratings cut South Africa’s local currency debt score to junk, while Moody’s Investors Service put South Africa on review until February 2018 to be ranked to the same level, raising the risk of a sell-off from global bond indexes and a possible exodus of...

Market Valuations Still Have Room to Grow

Shaun McDade chats about the markets and present market valuation levels with Lindsay Williams on December 4, 2017. [Source: FMR101.3 - Lindsay Williams - December 4, 2017]    ...

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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