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 and the United Kingdom 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 50 staff across offices in Guernsey, South Africa and the United Kingdom. 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

FTSE 100 and the dividend dilemma

Portfolio Manager, Simon Sharrott, discusses how dividend cuts during the COVID-19 pandemic are impacting income investors.

Commodities: A long-term inflation hedge

Head of SA Portfolio Management, Roeloff Horne, discusses the threat inflation poses to markets and the options investors have to hedge against it.

Quarterly Market Report – Q2 2020

Shaun McDade, Head of International Portfolio Management, reflects on the second quarter of 2020, discussing the key influences and their impact on asset classes.

The FED enters the party

Portfolio Manager, Blair Campbell, looks at what the FED is doing to support markets through the turbulence caused by COVID-19 and the impact of their actions.

Another headwind for listed real estate?

Shaun McDade, Head of International Portfolio Management, unpacks how COVID-19 has impacted the property sector and highlights how it could be changed indefinitely as companies embrace work from home policies.

What will become of global supply chains?

Joanne Baynham, Head of Investment Strategy, discusses how global supply chains have been teetering for some time now with the COVID-19 pandemic finally pushing them over the edge.

An update on COVID-19: Market analysis

Paul Warner, Head of Portfolio Management in the UK, provides an update on the COVID-19 pandemic and analyses how markets have reacted thus far.

Time to handle gold with kid gloves

Roeloff Horne, Head of SA Portfolio Management, unpacks the case for including Gold in portfolios and how to balance the fundamentals of this ‘safe haven’ asset against its cost.

Quarterly Market Report – Q1 2020

Shaun McDade, Head of International Portfolio Management, reflects on the first quarter of 2020, discussing the key influences and their impact on asset classes.

Moving forward… the opportunity set

During times of market stress, it is important to evaluate and analyse what the opportunity set looks like going forward. This article looks at the opportunities the current market turmoil will unlock.

Address

MitonOptimal International Limited
PO Box 354
St. Peter Port
Guernsey
GY1 3XF
Channel Islands

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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