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 60 staff across offices in Guernsey, South Africa, the United Kingdom and Jersey. With combined assets under management (AUM) of approximately GPB818m, 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.

 

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.

Quarterly Market Report – Q3 2019

Shaun McDade, Joint MD (Guernsey) and Head of International Portfolio Management, reflects on the third quarter of 2019 in this report and discusses key influences on markets.

Macro Q&A with Peter Geikie-Cobb, Director & UK Fund Manager

Director & UK Fund Manager, Peter Geikie-Cobb offers his views on some of the larger issues across the macro-economic landscape including Brexit, Trump and monetary policy. 

The last man standing

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

Quarterly Market Report – Q2, 2019

Shaun McDade, Joint MD (Guernsey) and Head of International Portfolio Management, looks back over the second quarter of 2019 and the key influences on markets.

The UK: Providing a new opportunity?

Portfolio Manager, Blair Campbell, looks at the changes taking place in the UK and where opportunities lie.

Time in the market versus Timing the market

This hackneyed expression of “Time in the market” is trotted out by the perma-bulls every once in a while. The cynical amongst us suspect it is when their assets under management (AUM) are threatened. It has the same simplistic catch-line and absence of logic as...

Emerging Market Debt: Opportunity or simply too risky!?

When viewed within the context of other fixed income assets, Emerging Market Debt (EMD) has a great deal going for it: it’s a mature, diverse and liquid market offering cheap valuations, relatively low default rates and attractive yields.  Moreover, despite...

AssetTV Masterclass: Global Equities

Our Head of Investment Strategy, Joanne Baynham recently hosted a Masterclass on Asset TV, discussing global equities with experts from Denker Capital, Fundhouse and Schroders.

Thematic Investing: the case for Biotech

Shaun McDade makes the case for Biotech as a long-term investment strategy.

Quarterly Market Report – Q1, 2019

The MitonOptimal Guernsey team offer up their views on markets in this Quarterly Market Video Report. Questions covered and their respective timestamps are listed below: What changes have you seen in the market environment over the last quarter? (Shaun McDade) How...

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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