MitonOptimal Jersey

MitonOptimal Jersey Limited is a part of the MitonOptimal group of companies.

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

 

About Us

MitonOptimal Jersey Limited (formerly Orchard Wealth Management Limited – prior to April 2018) is a part of the MitonOptimal group of companies. Our Jersey office is focussed on delivering offshore Discretionary Fund Management (DFM), Private Client and Fund Management Services to our global client base.

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, Jersey and Singapore. With combined assets under management (AUM) of approximately GPB880m , our highly experienced investment management team has been investing MitonOptimal client money for over 16 years. We offer a broad range of global Discretionary Fund Management (DFM), Portfolio Management, Managed 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, Managed Model Portfolios and Institutional Asset Consulting services, we cater for a diverse spectrum of private clients, independent financial advisers (IFAs), fiduciaries, family offices and trustees/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 closely knit team of professionals that recognise the importance of focus. That focus does not simply translate to our approach to investment management services; it also reflects our strong belief in offering our clients face to face, personalised relationships with their investment manager. We treat the client exactly how we would wish to be treated.

 

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.

If only investing was as simple as football…

We are one week into the Football World Cup and I thought it might be interesting to assess the correlation, if any, between a nation’s stock market and macroeconomic picture to their form at the 2018 tournament and whether this could give us an indication of a...

Podcast – Peter Geikie-Cobb

Podcast  - Peter Geikie-Cobb - MitonOptimal UK - appears on the FMR101.3's Fine Business Radio Show with Lindsay Williams. (June 18, 2018) [Source: FMR101.3 – Lindsay Williams – June 18, 2018] The show’s host, Lindsay Williams ([email protected]), presents individual...

Are your client portfolios ‘antifragile’?

"Not seeing a tsunami or an economic event coming is excusable; building something fragile to them is not." [Nassim Nicholas Taleb]   After an extended period of benign equity market conditions, February 2018 saw the return of volatility. Rather like seismologists,...

Learning to Cut Through the Chatter

Roeloff Horne appears on the FMR101.3 Fine Business Radio Show with Lindsay Williams (April 16, 2018) to discuss the confusing amount of 'chatter' circulating around the markets and the importance of learning to cut through the chatter to get to the whole picture,...

Quarterly Market Commentary – Q1, 2018

Volatility returned to financial markets with a bang in the first quarter. After a strong positive start to the New Year, signs of rising inflation and a resulting shift in expectations over the trajectory of US interest rates prompted an abrupt turnaround in...

Quarterly Market Video Commentary – Q1-2018

 Quarterly Market Video Commentary Q1 - 2018. Shaun McDade answers questions on the performance of the markets during Q1-2018 and the short-term outlook for 2018.  Shaun is the Managing Director of MitonOptimal Portfolio Management in Guernsey, Head of...

Press Release: Peter Geikie-Cobb to join MitonOptimal UK Limited

MitonOptimal (UK) Ltd is pleased to report that Peter Geikie-Cobb will be joining the company from April 9th, 2018 to work alongside James Sullivan and the team across the multi-asset suite of funds and risk profiled model portfolios. Peter will adopt the title of...

Podcast: Armin Diem – April 3, 2018

Armin Diem chats with Lindsay Williams, on FMR101.3’s Fine Business Radio show, discussing the markets, at a time of increasing volatility, further political interference and as opportunities present themselves... [Source: FMR101.3 – Lindsay Williams – April 3, 2018]...

“Trade wars are good and easy to win”

“Trade wars are good and easy to win” (Donald Trump, March 2nd, 2018) In 2009, in an effort to slow the growth in imports that the United Steelworkers’ union blamed for thousands of American job losses, President Obama approved a near nine-fold increase, from 4% to...

Podcast – Joanne Baynham March 26, 2018

Joanne Baynham chats with Lindsay Williams, on FMR101.3’s Fine Business Radio show, discussing the markets, at a time of increasing volatility... [Source: FMR101.3 – Lindsay Williams – March 26, 2018]   Fine Business Radio (FBR) is the Fine Music Radio exclusive and...

Address

MitonOptimal Jersey Limited
Suite 23
4 Wharf Street
St Helier
Jersey
JE2 3NR

Phone

+44 (0)1534 616818

Regulatory Information

MitonOptimal Jersey Limited (Registration No. 97242) is regulated by the Jersey Financial Services Commission.

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