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 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.

AssetTV Masterclass: Global Equities

Our Head of Investment Strategy, Joanne Baynham, hosted a Masterclass on Asset TV, discussing global equities with experts from Denker Capital, Fundhouse and Schroders. Global equities are a difficult investment environment at the moment. We've had a very weak quarter...

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...

Quarterly Market Video Report – Q4, 2018

Quick Links: Shaun McDade discusses markets and provides an update on our model portfolios in the MitonOptimal quarterly market video report, Q4, 2018. Shaun is the Joint Managing Director of MitonOptimal Portfolio Management in Guernsey, for the...

Quarterly Market Report – Q4, 2018

A sizeable and aggressive risk-off episode, reflecting escalating fears over global economic conditions, transformed an otherwise okay year for most markets into what has been described as an “annus horribilis” over the fourth quarter. Developed equity benchmarks...

Market update

In the last week, world equity markets, as measured by the MSCI World Index, have dipped back into “correction” territory with the benchmark in question having fallen back below the -10% mark (at the time of writing -11.24% in USD terms) from its September peak. The...

Will we see a convergence in 2019?

In a recent Weekly Comment entitled ‘The Big Picture US Interest Rate Debate ’ penned by Scott Campbell (no relation to your modest scribe), the article underlined that we are in the early stages of a multi-year period of rising US interest rates. What wasn’t touched...

Quarterly Market Video Report – Q3, 2018

  Simon Sharrott discusses markets and provides an update on our model portfolios in the MitonOptimal quarterly market video report, Q3, 2018. Simon is the Joint Managing Director of MitonOptimal Portfolio Management in Guernsey, for the MitonOptimal group of...

Press release: MitonOptimal launches unitised DFM fund range

Global asset manager MitonOptimal today announced the launch of a new Dublin-domiciled DFM fund range. The new DFM funds offer international IFAs access to MitonOptimal’s asset allocation and manager selection in a unitised fund vehicle. The new funds comprise three...

Press release: MitonOptimal Portfolio Management (CI) Ltd selected for Investment Management programme

MitonOptimal Portfolio Management (CI) Ltd has been approved and selected to be included in the local Investment Manager programme which forms part of the wider investment reserves of the States of Guernsey Policy and Resources Committee. Joint Managing Director and...

Asset Allocation – Alternative Funds

One aspect of our multi-asset fund asset allocation that has historically taken up a lot of airtime during investment committee meetings is that of the ‘alternative’ sector, which can often be rather subjective in its interpretation and the subsequent merits about...

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.

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