Global asset manager MitonOptimal today announced the launch of a new Dublin-domiciled DFM fund range. The new DFM funds offer international IFAs access to MitonOptimal’s asset allocation and manager selection in a unitised fund vehicle. The new funds comprise three risk-rated portfolios: Cautious, Moderate & Growth – each available in both USD and GBP denominated
MitonOptimal Portfolio Management (CI) Ltd has been approved and selected to be included in the local Investment Manager programme which forms part of the wider investment reserves of the States of Guernsey Policy and Resources Committee. Joint Managing Director and Portfolio Manager Simon Sharrott commented: “We are delighted with this recent success in being approved and granted
As an independent Discretionary Fund Manager (DFM), MitonOptimal has been caring for private client portfolios for the best part of two decades. It is evident to us that the old ways of doing business are changing, both globally and locally, and without exception. In fact, traditional institutions that have relied upon clients having blind faith
PRESS RELEASE: MitonOptimal Asia, part of the MitonOptimal group of companies, is pleased to announce that it has recently been granted a full capital markets licence from the Monetary Authority of Singapore (MAS). Eric Mellor, Managing Director & Head of Portfolio Management (MitonOptimal Asia) stated that “MitonOptimal has maintained a client support office in the
PRESS RELEASE: MitonOptimal International, the Guernsey-headquartered discretionary fund management company, is delighted to announce that it has agreed the acquisition of Orchard Wealth Management Limited in Jersey, after receiving regulatory approval from the Jersey Financial Services Commission. Orchard Wealth Management Limited is led by highly respected Fund Manager Richard Harwood, who will be joining the MitonOptimal Group board
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.