Investment Management Committee

Scott Campbell

Scott Campbell

Group Managing Director & Chief Investment Officer
Scott 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 the 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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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. She is a Chartered Accountant and holds the Chartered Financial Analyst® (CFA®) designation.

She started her career at Appleton Asset Management, leaving there after six years to join Optimal Fund Management prior to the merger with Miton Investments. Having worked in the markets for over 20 years she has a wealth of experience, thanks to starting her career at the outset of the Asian financial crisis, followed by the 2000 Tech boom and latterly the global financial crisis.

Based in Cape Town, she has lead responsibility for macroeconomic, asset allocation and fundamental research. Her chief role is to question the status quo of the team’s portfolio decisions and to grill underlying fund managers on their views.

Joanne is a regular host on CNBC Africa, sharing views on international market moving events. She also hosts the occasional radio show as well as being a regulator contributor to FMR’s daily business programme.

In her personal time, she enjoys spending time with her kids, travelling far and wide, drinking fine wines and uncovering those value bottles that wine snobs ignore. She is also a 'gym bunny', to make up for those countless hours sitting at a desk.
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Roeloff Horne - MitonOptimal South Africa

Roeloff Horne

Director and Head of Portfolio Management (SA)
Roeloff is a Key Individual and the Head of SA Portfolio Management MitonOptimal. He is responsible for managing the outcome of the Local Multi Asset Funds and Portfolios in conjunction with a large investment management team and CIO Scott Campbell.

He was a founder and Director of Eagle Asset Management and Bond Street Financial Services, now MitonOptimal Portfolio Management (SA). He has a National Certificate in Financial Markets & Instruments and an International Capital Markets qualification from the London Securities Institute.

Roeloff founded Bond Street in 2000 and was instrumental in structuring the company as a Portfolio Management Company. Roeloff has been responsible for the Diversified Income and Worldwide Flexible Fund of Funds since their inception in 2005 and 2008 respectively. Roeloff is an avid golfer and family man.
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Simon Sharrott, MitonOptimal International (Guernsey)

Simon Sharrott ACSI

Joint Managing Director (Guernsey) and 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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Blair Campbell, MitonOptimal International (Guernsey)

Blair Campbell ACSI

Investment 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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James Sullivan - Coram AM

James Sullivan

Managing Director (UK) & Fund Manager
James co-founded Coram Asset Management in 2014 which was subsequently acquired by MitonOptimal International in 2016. James is a Director of the UK business and is responsible for managing the multi-asset funds and sits on the International Investment Management Committee.

James has worked in financial services since 1999 as a founding member of iimia plc. Growth of the business saw the acquisition of Exeter Fund Managers, Miton Asset Management and Midas Capital Partners and rebranded as Miton Group plc. James was appointed co-manager of the Miton Special Situations and Miton Strategic Portfolios in 2008.
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Paul Warner photo

Paul Warner

Head of Portfolio Management (UK)

In 1972, Paul embarked on a career in the investment industry at Grieveson Grant stock brokers in the City of London. He chose to specialise in collective investments in 1978, setting up and running a unit trust discretionary portfolio management service (UTDPMS). Paul joined Stock Beech & Co, Bristol stockbrokers in 1980 before moving to Charterhall Management Services in 1987, establishing a UTDPMS at each company respectively.

In 1991, Paul founded Minerva Fund Managers where he was responsible for managing portfolios both for individuals and third party funds on a discretionary basis. In 1994, Paul began to run discretionary SRI Portfolios for clients before launching an additional series of model portfolios in 2006 which included both SRI and Ethical Portfolios for clients of introducing IFAs. Following MitonOptimal’s acquisition of Minerva in 2017, Paul now acts as Head of Portfolio Management for the Model Portfolio Service and is a member of the Chartered Institute for Securities & Investment.
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Richard Harwood photo

Richard Harwood

Managing Director (Jersey) and Fund Manager
After 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.
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Peter Geikie-Cobb photo

Peter Geikie-Cobb

Senior Fund Manager
Peter was Managing Director of Matterley, the fund management division of Charles Stanley, from 2015 to 2016 where he also managed the Bond Opportunities Fund. From 2003 he served as a Partner and Fund Manager at Thames River Capital LLP until May 2014. In 2002, Peter was Head of Global Fixed Income at Insight Investment, managing retail and institutional mandates. From 1992 to 2002, he held various positions at Mercury Asset Management and Merrill Lynch Investment Managers including Head of European Bonds, Chairman of the Fixed Income Investment Officers Group, Investment Officer for Global Fixed Income, and Managing Director. Peter managed institutional mandates and onshore and offshore funds. Prior to that, he managed global bond mandates at Baring Asset Management. Peter started his investment management career in 1985 with Aall Investment Management.

Peter joined MitonOptimal in 2018, joining James Sullivan as co-manager on the Optimal multi-asset funds as well as sitting on the International Investment Management Committee.
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James Downie

Head of Institutional Asset Consulting
James has been in the investments and employee benefits industry for 35 years. He has a BSc in Maths and Statistics, an MBA from UCT and holds the CFP designation.

James has consulted to insurance companies, retirement funds and trusts in South Africa and Namibia and has experience through investment cycles. He also has extensive experience with liability-driven investing.

James was South Africa’s first independent trustee trainer and is the author of the LexisNexis book, “The Essentials of Retirement Fund Management”, which has become a university set book. He has developed a number of bespoke systems designed to both assess asset managers and implement solutions for clients.
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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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