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MitonOptimal
Isle of Man

MitonOptimal Portfolio Management (IOM) Limited is a part of the MitonOptimal group of companies.

Our Isle of Man office is focussed on delivering offshore Discretionary Fund Management (DFM), Private Client and Fund Management Services to our global client base.

About Us

MitonOptimal Portfolio Management (IOM) Limited is a part of the MitonOptimal group of companies. Our Isle of Man office is actively focussed on further growing and delivering our successful range of Discretionary Fund Management (DFM) and Private Client services to our client base in the Isle of Man and globally.

The MitonOptimal group of companies is an independent multi-asset investment manager, majority owned by our management and directors. We employ over 70 staff across offices in Guernsey, South Africa, United Kingdom, Isle of Man and Singapore. With combined assets under management (AUM) of approximately GBP700m, our highly experienced investment management team has been investing MitonOptimal client money for over a decade. We offer a broad range of global Discretionary Fund Management (DFM), Portfolio Management, Model Portfolios, Institutional Asset Consulting and regulated funds services to our clients, via well-established and regulated distribution channels across Europe, Africa, Asia, the Caribbean, The Middle East and South America.

Scott Campbell, the Group’s Managing Director and Chief Investment Officer, initially established MitonOptimal in 2002. Today, focussing on our primary service offering of Discretionary Fund Management (DFM), Portfolio Management, Model Portfolios and Institutional Asset Consulting services, we cater for a diverse spectrum of private clients, independent financial advisers (IFAs), Fiduciaries, family offices and institutional clients around the globe.

In our role as Investment Managers, the common denominator across all of our products and services is Global Multi-Asset Management. Our investment philosophy is unashamedly simple, “diversification, through unconstrained global asset allocation, within an absolute mindset”, with the aim of achieving our clients’ objectives, through the management and control of risk. We are a tightly knit team of professionals that recognise the importance of focus, something that does not just translate to our approach to investment management; it also reflects our firm belief in offering our clients face to face, personalised relationships with their investment manager. We treat the client precisely as we would wish to be treated.

MitonOptimal Portfolio Management (IOM) Limited is registered in the Isle of Man (Company Registration Number: 103941C) and is Regulated by the Isle of Man Financial Services Authority.

Meet the International Investment Management Committee

The Investment Management Committee (IMC) consists of professional investment staff from across the MitonOptimal Group of companies, utilising their collective experience and skills to monitor global markets and proactively manage the investment decisions of the MitonOptimal International team.

Is this a Perfect Storm for Oil?

Andy Pfaff discusses the perfect storm for oil prices and the view going forward over the next year or two, as well as other commodity prices, with Lindsay Williams on the Fine Business Radio show. [Fine Business Radio - Lindsay Williams - December 11, 2017]    ...

December 2017, a watershed period for SA Politics and the economy

S&P Global Ratings cut South Africa’s local currency debt score to junk, while Moody’s Investors Service put South Africa on review until February 2018 to be ranked to the same level, raising the risk of a sell-off from global bond indexes and a possible exodus of...

Market Valuations Still Have Room to Grow

Shaun McDade chats about the markets and present market valuation levels with Lindsay Williams on December 4, 2017. [Source: FMR101.3 - Lindsay Williams - December 4, 2017]    ...

Things I learnt in Kilkenny

I recently attended Kilkenomics, in Kilkenny Ireland, and was incredibly privileged to hear from some of the greatest minds of our time. What, may you ask, is Kilkenomics? Well, simply put, it’s the world’s first festival of economics and comedy. Your next question...

Is it time to reduce exposure to risk?

Shaun McDade discusses the global markets with Lindsay Williams and whether or not it is time to reduce the exposure to risk in certain portfolios, along with his thoughts on Bitcoin and the Aramco IPO. [FMR103.1 - Lindsay Williams - November 27, 2017]...

Has the World Gone Mad?

In a recent radio interview on FMR103.1's Fine Business Radio show with Lindsay Williams, Joanne Baynham discusses her recent to trip to Kilkenny in Eire, where she attended the Kilkenomics event. [Source FMR103.1 - Lindsay Williams - November 20, 2017]  ...

The Biggest IPO in History

Rebalancing supply and demand in the global oil market Oil prices more than halved in 18 months after Saudi Arabia raised output steeply in 2014 an attempt to drive higher-cost producers such as U.S. shale firms out of the market. After two years of low prices that...

Asia Interrupted

A new chapter for advisory firms in Hong Kong & Singapore. Hong Kong’s decisive action to outlaw indemnity commission with only five months notice in 2014, led to a marked evolution within its IFA community since then as the sector endured a period of consolidation....

Are you insured for the worst?

Scott Campbell appeared on the FMR103.1 Fine Business Radio show with Lindsay Williams, discussing the continued bull market and MitonOptimal's view on the markets, including whether our portfolios are insured for the worst, for some degree of protection from a...

Coram Asset Management is to change its name to MitonOptimal (UK) Ltd

PRESS RELEASE Coram Asset Management is to change its name to MitonOptimal (UK) Ltd and launch its Model Portfolio Service (MPS) following the successful integration of the Minerva Fund Managers business (a specialist discretionary fund manager acquired in July 2017)....

Address

MitonOptimal Portfolio Management (IOM) Limited
11 Myrtle Street, Douglas, Isle of Man, IM1 1ED, British Isles

Phone

+44 1624 619180

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Regulatory Information

MitonOptimal Portfolio Management (IOM) Limited is registered in the Isle of Man (Company Registration Number: 103941C) and is Regulated by the Isle of Man Financial Services Authority.