MitonOptimal’s international offices offer an established range of Advisory Services that include:
- Bespoke Client Portfolio Management Services
- Intermediary Discretionary Fund Management (DFM) solutions – which offers intermediaries the option to offer their clients Model, Tailored and Bespoke Portfolio solutions.
Our Advisory Services solutions are intended to create a true, long-term, working partnership between MitonOptimal and the Client, Trustee, Financial Adviser (Intermediary) and Institutional Investor, as well as alleviate the ever growing pressure to make time consuming investment decisions and, where appropriate, allow the intermediary / institutional advisor to concentrate on both the client relationship and their administrative processes.
Our aim is to provide risk-adjusted returns that correspond to each client’s risk tolerance and long-term investment objectives. In today’s volatile markets, the time and effort required to effectively manage personal wealth have dramatically increased, as business cycles have shortened and rapidly advancing technology necessitates the need for a pro-active approach to investment. With a highly qualified team of investment professionals, both in South Africa, the United Kingdom and our International offices (in Guernsey, Singapore and the Isle of Man), our asset management team scrutinise global markets daily to ensure that we respond to constantly changing market conditions. Utilising a sophisticated modelling system, we offer dynamic asset allocation models where the weightings towards asset classes, which include equities/bonds/hedge / property/commodity funds and cash, are determined by growth and risk expectations to optimise performance. We believe that asset allocation is the prime driver of investment performance and for this reason, our investment team focuses on getting this aspect right. The sustained investment performance of our portfolios and funds reflects this.
With your investment strategy in the capable hands of our seasoned investment professionals, your returns will be managed to optimise upside potential whilst conscientiously managing downside risk. We believe that close communication is also fundamental and therefore ensure that our strategy is clearly and regularly communicated. In summary, we offer a long-term partnership approach to wealth management which we believe delivers the best results.
Our international client relationship teams, based in Guernsey, Singapore and the Isle of Man, are all focussed on developing and maintaining strong long-term partnerships with private clients, intermediaries and institutional investors alike. Our policy is to offer face to face meetings with all end clients, as required or on request, and our senior management, at all levels, are always available to meet or talk.
Our aim is to deliver to our clients a high-quality investment service, with a duty of care that goes hand in hand with our belief that honesty, integrity, flexibility and transparency are the foundation of a strong investment management company. Our growth as a company demonstrates that we are both living up to these beliefs and achieving our aims.
To talk with us about our Advisory Services and discuss what we can offer you, please contact us.