MitonOptimal Guernsey

MitonOptimal Portfolio Management (CI) Limited and MitonOptimal Guernsey Limited are a 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 and MitonOptimal Guernsey Limited are a 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 70 staff across offices in Guernsey, South Africa, United Kingdom, Isle of Man and Singapore. With combined assets under management (AUM) of approximately GPB880m, 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.

If only investing was as simple as football…

We are one week into the Football World Cup and I thought it might be interesting to assess the correlation, if any, between a nation’s stock market and macroeconomic picture to their form at the 2018 tournament and whether this could give us an indication of a...

Podcast – Peter Geikie-Cobb

Podcast  - Peter Geikie-Cobb - MitonOptimal UK - appears on the FMR101.3's Fine Business Radio Show with Lindsay Williams. (June 18, 2018) [Source: FMR101.3 – Lindsay Williams – June 18, 2018] The show’s host, Lindsay Williams ([email protected]), presents individual...

Podcast – Joanne Baynham

Podcast  - Joanne Baynham appears on the FMR101.3's Fine Business Radio Show with Lindsay Williams. (May 28, 2018) [Source: FMR101.3 – Lindsay Williams – May 28, 2018]     The show’s host, Lindsay Williams ([email protected]), presents individual features that are...

Podcast – Shaun McDade

Podcast  - Shaun McDade appears on the FMR101.3's Fine Business Radio Show with Lindsay Williams. (May 21, 2018) [Source: FMR101.3 – Lindsay Williams – May 21, 2018]   The show’s host, Lindsay Williams ([email protected]), presents individual features that are aimed...

Podcast: Andy Pfaff

Andy Pfaff appears on the FMR101.3's Fine Business Radio Show with Lindsay Williams. (May 14, 2018) [Source: FMR101.3 – Lindsay Williams – May 14, 2018]   The show’s host, Lindsay Williams ([email protected]), presents individual features that are aimed to broaden...

Podcast – Scott Campbell

Scott Campbell appears on the FMR101.3's Fine Business Radio Show with Lindsay Williams. (May 7, 2018) [Source: FMR101.3 – Lindsay Williams – May 7, 2018] The show’s host, Lindsay Williams ([email protected]), presents individual features that are aimed to broaden...

Are your client portfolios ‘antifragile’?

"Not seeing a tsunami or an economic event coming is excusable; building something fragile to them is not." [Nassim Nicholas Taleb]   After an extended period of benign equity market conditions, February 2018 saw the return of volatility. Rather like seismologists,...

Fake News – Can you trust your sources of information?

Roeloff Horne appears on the FMR101.3 Fine Business Radio Show with Lindsay Williams (April 306, 2018) to discuss the markets and the importance of learning to cut through the chatter to get to the whole picture, before making investment decisions, as well as trying...

Learning to Cut Through the Chatter

Roeloff Horne appears on the FMR101.3 Fine Business Radio Show with Lindsay Williams (April 16, 2018) to discuss the confusing amount of 'chatter' circulating around the markets and the importance of learning to cut through the chatter to get to the whole picture,...

Quarterly Market Commentary – Q1, 2018

Volatility returned to financial markets with a bang in the first quarter. After a strong positive start to the New Year, signs of rising inflation and a resulting shift in expectations over the trajectory of US interest rates prompted an abrupt turnaround in...

Address

MitonOptimal Portfolio Management (CI) Limited
Suite 1, Weighbridge House,
Lower Pollet,
St. Peter Port,
Guernsey, GY1 3XF,
UK

Phone

+44 (0)1481 740044

Regulatory Information

MitonOptimal Portfolio Management (CI) Limited (Registration No. 36763) and MitonOptimal Guernsey Limited (Registration No. 40985) are licensed and regulated by the Guernsey Financial Services Commission under the Protection of Investors (Bailiwick of Guernsey) Law 1987, as amended.

STEP Logo