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

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. 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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Simon Sharrott, MitonOptimal International (Guernsey)

Simon Sharrott Chartered MCSI

Director (Guernsey), Portfolio Manager & Head of International Business Management
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 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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Simon Morrison - MitonOptimal South Africa

Simon Morrison CFA

Head of Quantitative Research, Portfolio Manager
Simon joined MitonOptimal South Africa at the beginning of 2008, has a commerce degree in Financial Management from the University of the Free State and is a Chartered Financial Analyst® (CFA®). He has been employed in the financial industry since 2004, in various capacities, and is responsible for Technical and Quantitative fund analysis. He is also in charge of dealing on the underlying investments held within our portfolios.
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Our Services

Learn more about the range of investment services offered by MitonOptimal in Guernsey.

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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Alison Dodd

Compliance Officer
Alison has worked in the Finance Industry for over 20 years, commencing her career in Private Banking, where she covered all aspects of banking and settlements. In 2002 Alison moved into Investment Management, becoming an Investment Dealer - dealing in Equities, Fixed Income and Funds - working both in Guernsey and London. In 2008 she completing the Investment Management Certificate. In 2014 Alison decided to take her career in a new direction, choosing Compliance as her next challenge, completing the ICA Diploma in Governance, Risk and Compliance in 2015. Alison joined MitonOptimal in January 2016 as Compliance Officer and Money Laundering Reporting Officer.

In her spare time, Alison enjoys keeping fit and has completed in both the London and Jersey marathon.
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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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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

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Mark Margetts-Smith

Group Head of Marketing
Mark moved to Guernsey from Grand Cayman in 1998. He has had over 20+ years experience in senior business management and marketing roles across a number of industries in Bermuda, the Cayman Islands, South Africa and the UK. Mark is experience and knowledge in business management and marketing in many different business areas, including finance, the electronics industry, TV and print media. Mark oversees the Group-wide marketing strategy and marketing processes, he also oversees the Guernsey IT facilities and is the Data Protection Officer for the Guernsey office. Mark is a member of the Chartered Institute of Marketing (CIM).

His personal interests include photography, food & wine, cars, boating and trying to keep fit through the gym and cycling (in the summer months!).
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Inneke Sauerman

Inneke Sauerman

Junior Digital Designer
Inneke joined the MitonOptimal team in October 2016. She previously studied Public Relations and Events Management, Photography and Graphic Design.

In her spare time, Inneke is passionate about running, hiking, the outdoors, and spending quality time with her friends and family.
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Sales Team

Phil Penrose

Phil Penrose

Director & UK and Far East Sales
Phil is Head of UK Sales and covers the Far East and the Middle East also, with over 20 years industry experience and is currently based in the Isle of Man but is responsible for the Group's sales process across their International (offshore) regions. He has previously held senior roles with Zurich and Swiss Life: responsible for business across Europe, Asia, Africa and the Middle East. Phil has an Honours degree in Financial Services from the University of the West of England and holds the full Financial Planning Certificate from the UK’s Chartered Insurance Institute.

In his spare time, Phil is an enthusiastic advocate of good food and wine with friends; and of rugby, football and golf.
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Greg Easton photo

Greg Easton

Director & International Sales
Greg has worked in the Isle of Man financial services industry since 1999 and has life assurance, banking, fiduciary, fund and investment experience.

Prior to being appointed by the MitonOptimal Group to initially establish the Isle of Man office, he worked for Scottish Provident (now part of RL360); Standard Bank; 3D Offshore Perspectives Ltd, a family run design, development and distribution business; and latterly Turnstone Group.

Greg is a member of the CFA Society of the UK and holds the CFA Level 4 Certificate in Investment Management. Greg is a member of the MitonOptimal International Investment Management Committee and is focused on client and intermediary relationships across the globe, including the Isle of Man, Guernsey, Jersey, South America, the Caribbean and Europe.

Greg is a father and a keen golfer in his spare time.
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Cherie-Lee Stratford - MitonOptimal South Africa

Cherie-Lee Stratford

Director, Investment Consultant (SA based)
Cherie-lee joined MitonOptimal in March 2006, as an Investment Specialist responsible for business development of the Group. She has over 20 years experience in the South African financial services industry, working for companies such as Standard Bank, TMA, Fedsure International and Bond Street Financial Services. Cherie-lee holds a Registered Persons Financial Markets Diploma in Equities from SAIFM, Diploma in Financial Markets and Instruments from the Academy of Financial Markets and a Post Grad Diploma in Financial Planning from the University of Free State.

Cherie-lee is married with two boys and enjoys the outdoors and socializing with friends and family.
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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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