Terms & Conditions

TERMS & CONDITIONS

By using or accessing any part of our website, aside from the Terms and Conditions page, you agree to be legally bound by those terms and conditions. We may amend these terms and conditions at any time without notice. Your continued use of our website following any change will constitute your acceptance of such change. Our full terms and conditions can be found here.

Regulatory Information

The MitonOptimal Group (“MitonOptimal”) of companies is authorised and regulated in their respective jurisdictions, as required by law. For further details, you may visit the regional sites via https://www.mitonoptimal.com.

MitonOptimal UK Ltd (including Coram, the trading name of the funds’ division) is part of the MitonOptimal group of companies. MitonOptimal UK Ltd is registered in England and Wales No. 09138865. Authorised and regulated by the Financial Conduct Authority.

Risk Warning

Potential investors should be aware that our models and funds may make investments in equities, bonds, cash, commodities alternative strategies and commercial property. Investors should be aware that there is no guarantee that investments will go up.  Past performance is no guide as to future performance. As the price of units and the amount of income distributed or accumulated may go down as well as up, the Manager has no obligation to redeem units at the subscription price originally paid. If you are in any doubt about the contents of these terms and conditions, you should not enter the site and consult your stockbroker, bank manager, solicitor, accountant or professional investment advisors.

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Press Release: MitonOptimal to acquire UK investment advisory business - MitonOptimal UK - Coram Funds

James Sullivan - Central Investment Planning acquisitionMitonOptimal is delighted to announce that it has agreed the acquisition of Central Investment Planning “CIP” in order to enhance its investment capabilities.

With assets under advice exceeding £100m, the acquisition of CIP will enable MitonOptimal to develop its bespoke portfolio management offering, complementing the existing model portfolio service and multi-asset fund range. CIP, an investment advisory business based in the Midlands and led by Directors Sandy Baker and Fiona McCaig, offers investment advisory services to high net worth clients.

The company will adopt the name of MitonOptimal Portfolio Management, bringing it into line with the wider group.

MitonOptimal International Managing Director, Scott Campbell, stated, “We are delighted to welcome Sandy Baker, Fiona McCaig and their associates to the team. As we continue to develop our discretionary fund management, model portfolio services and funds business on a global basis, this was a sensible next step for both parties.”

MitonOptimal UK Managing Director, James Sullivan added, “Following the acquisition and successful integration of the Minerva business last summer, providing us with the foundations to launch our model portfolio service, the capability to provide bespoke portfolios is the next logical step in broadening out our service offering. CIP will be a very valuable addition to our UK business.”

Central Investment Planning Director, Sandy Baker, added, “With increased regulation for boutique investment businesses, MitonOptimal was a logical choice to partner for the future. We wish to focus on delivering superior client service and can leverage off the significant investment management experience, processes and resource that MitonOptimal has at its disposal. The deal puts in place a long-term secure investment solution for our clients”.

For all queries, please contact:

  • Scott Campbell, Group Managing Director, MitonOptimal International    + 27 82 3014001
  • James Sullivan, Managing Director UK, MitonOptimal UK   + 44 (0) 7971 324106
  • Sandy Baker, Director, Central Investment Planning   + 44 (0) 1902 712233

Address

MitonOptimal UK Limited
Royal Mead
Railway Place
Bath
BA1 1SR
UK

Phone

t: +44 (0) 1225 632 250
f: +44 (0) 1225 439 442

Regulatory Information

MitonOptimal UK Limited is part of the MitonOptimal group of companies. Registered in England and Wales No. 09138865. Authorised and regulated by the Financial Conduct Authority.