Our Guernsey Team
Learn more about us by meeting our Guernsey team. MitonOptimal’s Guernsey team is highly focused and professional, delivering superior client services and investment results.
Investment Management Team
 | Shaun McDadeJoint Managing Director (Guernsey) and Head of Portfolio Management (International)Shaun has specialised in investment management since 1984 and has worked for a variety of Guernsey-based entities that include UK and international banks, stockbrokers and private trust companies, where he was responsible for private client, trust, captive insurance and institutional portfolios, including quoted funds. In October 2002 he co-founded an owner-managed asset management business that was later acquired by the MitonOptimal Group in 2012. Away from work, he is a golfer, traveller, scuba diver (in warm water!) and classic vehicle owner, enjoys food, wine and embarrassing his two grown-up kids. |
 | Simon Sharrott Chartered MCSIJoint Managing Director (Guernsey), Portfolio ManagerPrior to joining MitonOptimal, Simon was a semi-professional rugby player in the UK. He joined the financial services sector (post university) and has previously worked for RBC (Guernsey) Ltd, Augentius Fund Administration Ltd and Morgan Stanley Smith Barney PTY Ltd (Sydney Office). Simon has been a member of the MitonOptimal CI Investment team (based in our Guernsey office) since 2012. He sits on both the Investment Management Committee (‘IMC’) and the Senior Management Committee for the Guernsey office. He is a Chartered Member of the Chartered Institute of Securities & Investment and his principal role within MitonOptimal is as a Director and Portfolio Manager, servicing our international client base. His personal interests include playing rugby, skiing, food, travel and single malt whiskies. |
 | Blair Campbell Chartered MCSIPortfolio Manager (Guernsey)New Zealander Blair joined the MitonOptimal CI Investment team in June 2010, prior to working at the Channel Island Stock Exchange as a Listings Analyst. Blair has a Business Degree, majoring in Finance, from the Massey University, New Zealand and He is a Chartered Member of the Chartered Institute of Securities & Investment. Blair is an avid rugby player and also appreciates good food and wine. |
 | Richard HarwoodInvestment ConsultantAfter graduating from the University of Essex, where he read Policy Making and Administration, Richard spent the first 13 years of his career working for the GNI Group covering equities, bullion and derivatives. He regularly appeared at international conferences as a speaker on “The Use of Derivatives in Portfolio Management”. In 1999 he joined SG Hambros (Jersey) as the Head of the Investment Management Team and in 2001 founded his own company Theta Enhanced Asset Management (TEAM) where he was the Chief Investment Officer. He sold this Company in 2007 to a management buy out before forming Orchard Wealth Management later that year. Orchard Wealth Management became part of the MitonOptimal Group in 2018. Richard was awarded the CFA Charter in 2007.In his spare time, Richard is a keen sports fan and occasional participant and a prolific Charity Fundraiser having initiated several events which have raised millions of pounds for the local Hospice. |
Sales Team
 | George DellDirector & Head of DFM Business Development (SA)George started his career in the Financial Services Industry in 1984, in the investment department at Nedbank, he then moved to Old Mutual before becoming Regional Manager for mCubed Holdings. Before joining MitonOptimal he was at PSG Group, initially in Sales & Business Development at PSG Fund Management and then as Head of Wholesale Marketing at PSG Asset Management. George joined MitonOptimal in 2013, with a 28-year career in the Financial Services Industry gained from grassroots to senior levels and brings an in-depth understanding of the Industry to seek, identify and develop business opportunities and solutions. His personal interests include spending time with his wife and boys, reading, history, opera, wine, travelling, the outdoors and socialising over a broad spectrum of activities. |
 | Riaan MaartensKey Individual & Discretionary Fund Management SpecialistRiaan joined MitonOptimal in March 2013. He heads up the Discretionary Fund Management (DFM) Implementation side of the business where his responsibilities are to set up model portfolios at the Lisps, co-ordinate the Investment Committee Meetings with our DFM partners and provide monthly reporting in the form of CIS buy lists/model portfolio reports & portfolio sheets.Together with compliance, he ensures that the client mandate is completed and is sent to the respective Lisp and IFA. Riaan started his career as a consultant in 1997 with Guardbank Unit Trust Company. He joined the Lisp industry two years later with BoE, where his responsibilities in the sales environment were to service IFAs, Corporates, Fund of Fund and Wrap Fund Managers. Riaan has an Advanced Post Graduate Diploma in Financial Planning as well as a Diploma in Financial Markets & Instruments. He has a wife & two children who keep him on his toes. He enjoys his sport, wine & entertaining friends. |
Administrative Team
 | Nicki WatsonFinance Director & Group Head of FinanceNicki has worked in the Finance Industry for over 25 years, commencing her career in Private Banking where she covered all aspects of banking and treasury operations. In 2001 she decided to take a change of direction and moved into accounting where she gained the status of Certified Accounting Technician. Nicki joined MitonOptimal in February 2010, where her role has now progressed to that of Finance Director When she is not dealing with the excitement of accounting, Nicki likes to run, completing five half marathons to date, although she has to confess to an appreciation of wine. |
 | Sally HockeyInvestment ProcessingSally commenced her career in finance in 1987 and joined the company in 2004. The role entails maintaining accurate information within all portfolios, ensuring that all information is up to date and that the regular quarterly valuation reports and distribution are coordinated and sent out on a timely basis.Her personal interests include playing the piano and keeping fit through the gym and killer exercise classes. |
 | Sarah WrightCompany SecretarySarah has worked in the Finance Industry in Guernsey for over 25 years. She started her career in custody operations with Barings (Guernsey) Limited; she then moved into fund administration in 2008 and joined MitonOptimal in 2017, having provided administration, company secretarial and accounting services to the Company for five years prior to that. Sarah qualified as a member of the Association of Chartered Certified Accountants in 2016.In her spare time, Sarah spends time with her children, enjoys running and the occasional endurance walk. |
 | Kirsty SavidentInvestment ProcessingKirsty joined MitonOptimal in February 2018, as an Investment Administrator. She brings with her three years’ experience in investment administration and is looking to further her career within the business. Her role involves helping the investment division with various aspects of investment administration process with the focus of being on the day to day administration of portfolio management as well as assisting with the due diligence process of recommended and proposed investments.When Kirsty isn’t working, she enjoys spending time with her daughter making memories, power-boating and being outdoors. |
 | Sara BoorerFund AccountingSara moved to Guernsey in 1991 and joined a trust company where she was employed as a bookkeeper. Sara's main duties since joining MitonOptimal CI in October 2007 involve the production of technical reports and data analysis, which encompass all areas of the business. Sara also assists with the fund accounting function.In her spare time, Sara likes to be out in the garden and enjoys travelling in the UK. |
 | Terry ThompsonSales Management (SA Based)Terry has worked in the financial services industry for more than 30 years. Her career began in 1981 with Barclays National Bank (now First National Bank), then onto Syfrets Limited in 1987 (now Nedgroup Investments). She fulfilled numerous functions, from the back office to sales support.Terry joined MitonOptimal in South Africa during January 2007, as Sales Administrator, and is responsible for Sales Administration & Reporting, Broker support, General Operations & assists Marketing. She enjoys reading and spending time with family and friends. |
 | Kelly AbrahamsAdmin Assistant (SA Based)Kelly joined the financial industry in July 2011 as receptionist and Admin Assistant for MitonOptimal. She was later appointed as Junior Administrator which is her current role in the company. She enjoys watching movies and reading books. Kelly is hoping to expand her horizons in order to gain more experience across the company. |
Marketing Team
 | Sarah CowanGroup Head of MarketingSarah joined Miton Optimal in 2018 and has over 10 years’ experience working within marketing and advertising, specialising in the financial services industry. She holds a Bachelor of Business Science (Marketing) degree from the University of Cape Town.Sarah started her career in London, working for a range of Asset Management and Private Wealth companies – New Star Asset Management, M&G and Cazenove Capital/Schroders. In 2016 Sarah relocated back to South Africa, taking up a role at Maitland Group in Cape Town. Sarah is responsible for the group wide marketing strategy at Miton Optimal. |
