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

Podcast: Joanne Baynham considers the conspiracy theories around the oil price rally

Director and Head of Investment Strategy, Joanne Baynham, talks to Lindsay Williams of Strictly Business about the rally in the oil price, the need for fiscal spending and whether value stocks are coming back into play.

The last man standing

Andy Pfaff, Head of Commodities, considers the impact of information technology on financial services.

Central Bankers looking for fresh tools to tackle fears of a global recession

With interest rates and trade wars causing challenges to monetary policy, Simon Sharrott, Joint MD (Guernsey), highlights the struggle for central banks.

More reasons to own Gold in a diversified portfolio

Director and Head of Portfolio Management (SA), Roeloff Horne, offers some insight into holding Gold in portfolios.

Podcast: Peter Geikie-Cobb discusses how current volatility presents opportunities for active managers

Director and Fund Manager in the UK, Peter Geikie-Cobb looks at what markets are currently digesting and where the opportunities lie.

Podcast: Joanne Baynham looks at all the noise in markets and what the bigger picture really is

Joanne Baynham, Head of Investment Strategy, and Lindsay Williams discuss the noise in markets and what investors really should be paying attention to.

The Trade War shifts up a gear, we dab on the brakes

Shaun McDade, Joint MD (Guernsey) and Head of International Portfolio Management provides insight into the Sino-US trade war and its impact on the market.

Surviving a rip current

Managing Director in the UK and Fund Manager, James Sullivan looks at the macro environment and, amidst all the uncertainty, reminds us not to panic.

Noise, more noise and faulty statistics

Head of Institutional Asset Consulting, James Downie, writes this week’s commentary looking at how some market statistics can be misleading.

Podcast: Peter Geikie-Cobb discusses Brexit and Fed rate cuts

Peter Geikie-Cobb speaks with Lindsay Williams of Strictly Business about Brexit, where opportunities lie for investors and US interest rates.

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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