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

Scott Campbell

Scott Campbell

Group Managing Director and Chief Investment Officer
Scott is Managing Director of the MitonOptimal Group and the Chief Investment Officer. He commenced his career with AMP Group in New Zealand in 1989, then joined Appleton in 1996 and was appointed MD of Appleton International London in 2000. Scott achieved a five-star ranking and awards from Standard & Poor’s for the management of several of the Appleton range of offshore funds. In 2002 he set up what is now MitonOptimal Guernsey and now leads the development of MitonOptimal group of companies.

Sports are a passion for Scott, including golf, cycling, squash, tennis and - more watching than playing these days -rugby and cricket. That is when time is not taken up with the family activities and the small farm they have in the winelands.
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Shaun McDade, MitonOptimal International (Guernsey)

Shaun McDade

Joint 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.
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Simon Sharrott, MitonOptimal International (Guernsey)

Simon Sharrott Chartered MCSI

Joint Managing Director (Guernsey), Portfolio Manager
Prior 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.
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Joanne Baynham - MitonOptimal South Africa

Joanne Baynham CA, CFA

Director, Head of Investment Strategy
Joanne is a Director of MitonOptimal South Africa (Pty) Ltd and Head of Investment Strategy. Joanne is a qualified Chartered Accountant (CA) and Chartered Financial Analyst® (CFA®). Having spent 6 years with Appleton Asset Management, Joanne moved to Optimal Fund Management prior to the merger with Miton Investments. Based in Cape Town, she has lead responsibility for macroeconomic, asset allocation and fundamental research.

In my personal time, I enjoy spending time with my kids, travelling far and wide, drinking fine wines and uncovering those value bottles that wine snobs ignore. Gym bunny, to make up for those countless hours sitting at a desk.
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Blair Campbell, MitonOptimal International (Guernsey)

Blair Campbell Chartered MCSI

Portfolio 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.
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Sales Team

George Dell - MitonOptimal South Africa

George Dell

Director & 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.
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Jacques Marais

Jacques L Marais

Client Portfolio Manager
Jacques joined MitonOptimal in October 2014, after spending 3 years in the vehicle finance industry, whereupon he decided that his future ultimately lay in the investment industry. He is currently working in Investment Services Support. Jacques finished his Bcomm Degree at the University of Stellenbosch in 2011, completed his Traders examination and RPE’s (specialising in Equity markets) at SAIFM in 2014 and completed his post grade in Financial Planning in 2016. "In the future, I am looking to learn more, be more passionate and always adding as much value to any situation as possible."

Jacques is a keen golfer and enjoys spending time with family and friends.
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Riaan Maartens - MitonOptimal South Africa

Riaan Maartens

Key Individual & Discretionary Fund Management Specialist
Riaan 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.
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Administrative Team

Nicki Watson, MitonOptimal International

Nicki Watson

Finance Director & Group Head of Finance
Nicki 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.
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Sally McGoldrick, MitonOptimal International (Guernsey)

Sally Hockey

Investment Processing
Sally 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.
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Sarah Wright, MitonOptimal International (Guernsey)

Sarah Wright

Company Secretary
Sarah 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.
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Kirsty Savident, MitonOptimal International (Guernsey)

Kirsty Savident

Investment Processing
Kirsty 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.
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Sara Boorer, MitonOptimal International (Guernsey)

Sara Boorer

Fund Accounting
Sara 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.
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Terry Thompson

Terry Thompson

Sales 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.
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Kelly Abrahams image

Kelly Abrahams

Admin 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.
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Marketing Team

Sarah Cowan

Sarah Cowan

Group Head of Marketing
Sarah 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.
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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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