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 GBP880m, 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.

Will we see a convergence in 2019?

In a recent Weekly Comment entitled ‘The Big Picture US Interest Rate Debate ’ penned by Scott Campbell (no relation to your modest scribe), the article underlined that we are in the early stages of a multi-year period of rising US interest rates. What wasn’t touched...

A summary of the Isle of Man Insurance (Conduct of Business) (Long Term Business) Code 2018

This Code was introduced by the Isle of Man Financial Services Authority to address the problem of the perceived unfair treatment of policyholders by Isle of Man registered Life Offices. The Code was made on 1st November 2018 and comes into effect on 1st January 2019,...

The big picture US Interest Rate debate

As we have been presenting and debating for over 20 years, the big picture discussion over US inflation / disinflation / deflation and then inflation again is clearly shown on any long-term chart of the US Bond Yield. The last time we had US 10 year interest rates at...

“When the facts change, I change my mind. What do you do, Sir?”

I attributed this quote to the economist John Maynard Keynes in my last Weekly Comment in August (“As per John Maynard Keynes, change your mind - portfolio positioning - when the facts change. But not before”). There is some disagreement on the origin of this quote,...

US mid-term elections (don’t underestimate the female voter)

As the dust has settled, post the 6th November mid-term elections, we share with our readers what we have learnt post the election results. Firstly, as it is now well known, the Democrats have won the House of Representatives, winning the seats they needed to take...

What catalyst(s) do we need for a recovery in Emerging Market and SA Risk Assets?

It has been a devastating eight months for investors in Emerging Market (EM) bonds and equities. In US$ terms, investors in EM equities (using the MSCI EM ETF as proxy) have now faced four years of basically zero returns. One could suggest several reasons for this...

Press release: MitonOptimal launches unitised DFM fund range

Global asset manager MitonOptimal today announced the launch of a new Dublin-domiciled DFM fund range. The new DFM funds offer international IFAs access to MitonOptimal’s asset allocation and manager selection in a unitised fund vehicle. The new funds comprise three...

October sell-off: An air pocket or something more serious?

If you listen to various commentators talk about world equities, one would be under the illusion that the bull market days are numbered, especially after the recent falls in US markets. We would, however, argue that this is not the case, but not for the obvious...

Bon Voyage John Authers

Financial Times contributor John Authers wrote his last “The Long View” article on the weekend after 12 years in harness at the pink paper. We at MitonOptimal have long, excuse the pun, been readers of his articles as sensible and pragmatic journalism on investment...

Press release: MitonOptimal Portfolio Management (CI) Ltd selected for Investment Management programme

MitonOptimal Portfolio Management (CI) Ltd has been approved and selected to be included in the local Investment Manager programme which forms part of the wider investment reserves of the States of Guernsey Policy and Resources Committee. Joint Managing Director and...

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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