MitonOptimal Guernsey

MitonOptimal Portfolio Management (CI) Limited is part of the MitonOptimal group of companies.

Our Guernsey office is focussed on delivering offshore Discretionary Fund Management (DFM), Private Client and Fund Management Services to our global client base.

About Us

MitonOptimal Portfolio Management (CI) Limited is part of the MitonOptimal group of companies. Our Guernsey office is focussed on delivering offshore Discretionary Fund Management (DFM), Private Client and Fund Management Services to our global client base.

The MitonOptimal group of companies is an independent multi-asset investment manager, majority owned by our management and directors. We employ over 40 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.

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.

 

Meet the International Investment Management Committee

The Investment Management Committee (IMC) consists of professional investment staff from across the MitonOptimal group of companies, utilising their collective experience and skills to monitor global markets and proactively manage the investment decisions of the MitonOptimal International team.

Market & Portfolio Commentary | June 2021

Blair Campbell looks at another month in markets, analyzing the impact of the new Delta variant and inflation concerns affecting our portfolio positioning.

Quarterly Market Report – Q2 2021

Shaun McDade, Head of International Portfolio Management, reflects on the second quarter of 2021, discussing the key influences and their impact on asset classes.

Market & Portfolio Commentary | May 2021

Blair Campbell, discusses macro factors such as vaccine roll outs in developed and developing countries and inflation fears influencing markets in May.

Market & Portfolio Commentary | April 2021

Portfolio Manager, Blair Campbell, looks at another month in markets following successful vaccine roll outs and its impact on our portfolio construction.

Market & Portfolio Commentary | March 2021

Portfolio Manager, Blair Campbell, discusses the impact of easing lockdowns, vaccine rollouts and stimulus on markets in March.

Quarterly Market Report – Q1 2021

Shaun McDade, Head of International Portfolio Management, reflects on the first quarter of 2021, discussing the key influences and their impact on asset classes.

Market & Portfolio Commentary | February 2021

Portfolio Manager, Blair Campbell, discusses the impact of vaccine rollouts and mass stimulus on markets and asset classes.

Quarterly Market Report – Q4 2020

Shaun McDade, Head of International Portfolio Management, reflects on the final quarter of one of the more remarkable years in financial market history.

ESG investing in a post Trump world

Portfolio Manager, Blair Campbell, offers some consideration for ESG investing after the Trump administration. While Biden campaigned with a progressive agenda for environmental concerns, deciding which sectors and industries will render the rewards remains the difficulty.

Quarterly Market Report – Q3 2020

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

Address

MitonOptimal Portfolio Management (CI) Limited
PO Box 354,
St Peter Port,
Guernsey,
GY1 3XF

Phone

+44 (0)1481 740044

Regulatory Information

MitonOptimal Portfolio Management (CI) Limited (Registration No. 36763) is licensed and regulated by the Guernsey Financial Services Commission under the Protection of Investors (Bailiwick of Guernsey) Law 1987, as amended.

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