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

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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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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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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Simon Sharrott, MitonOptimal International (Guernsey)

Simon Sharrott ACSI

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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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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James Sullivan - Coram AM

James Sullivan

Director & 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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Alan Blythe photo

Alan Blythe

Managing Director - MitonOptimal (IOM) Limited
Alan is the first and, as far as we are aware, the only person in the Isle of Man to concurrently be accredited as a Chartered Financial Planner and a Chartered Associate of the Institute of Financial Services. He holds the FPFS qualification from the Chartered Insurance Institute and the CAifs qualification from the Institute of Financial Services.

Prior to the merger of Blythe Financial (established by Alan in 2002) into the MitonOptimal Group in 2016, Alan was employed as a Corporate Banker for various banks including HSBC, Royal Bank of Scotland and National Australia Group. He is both qualified and experienced in providing investment and pension advice and financial planning advice, as well as structuring and arranging corporate and commercial finance proposals.

Alan enjoys being out walking with their dogs in his spare time, as well as carrying his wife Sue’s camera equipment to various locations.
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Greg Easton photo

Greg Easton

Director (IoM) & International Business Development
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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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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