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 60 staff across offices in Guernsey, South Africa, the United Kingdom and Jersey. With combined assets under management (AUM) of approximately GPB818m , 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.

Adding Integrity to your Investment checklist

Richard Harwood offers up a fresh consideration for investors in his latest note.

Shaun McDade

Market update

In the last week, world equity markets, as measured by the MSCI World Index, have dipped back into “correction” territory with the benchmark in question having fallen back below the -10% mark (at the time of writing -11.24% in USD terms) from its September peak. The...
James Sullivan

Asset Allocation – Alternative Funds

One aspect of our multi-asset fund asset allocation that has historically taken up a lot of airtime during investment committee meetings is that of the ‘alternative’ sector, which can often be rather subjective in its interpretation and the subsequent merits about...
Shaun McDade

Podcast: Shaun McDade appears on Fine Business Radio – Cape Town

Shaun McDade discusses the latest market data in conversation with Lindsay Williams, on Cape Town’s Fine Business Radio show. (July 23, 2018) [Source: FMR101.3 – Lindsay Williams – July 23, 2018]   The show’s host, Lindsay Williams ([email protected]), presents...
Quarterly Market Video Report Q202018

Quarterly Market Video Report – Q2, 2018

Shaun McDade answers questions, in the MitonOptimal quarterly market video report Q2-2018, on the performance of the markets during Q2-2018 and the short-term outlook for the remainder of 2018.  Shaun is the Joint Managing Director of MitonOptimal Portfolio Management...
Shaun McDade, MitonOptimal Podcast

The Great Value Conundrum

It is often said that the most dangerous words in investment are “This time it’s different”. Indeed, long-term economic and market cycles, the principle of mean reversion and the generally accepted tenet that, while history doesn’t necessarily repeat itself, it...
Andy Pfaff - MitonOptimal South Africa

Podcast: Andy Pfaff Commodity Market Update

Andy Pfaff gives a commodity market update in conversation with Lindsay Williams, on Cape Town’s Fine Business Radio show. (July 16, 2018) [Source: FMR101.3 – Lindsay Williams – July 16, 2018]     The show’s host, Lindsay Williams ([email protected]),...
Peter Geikie-Cobb

The Ripple Effect – Are we focusing on the right problem?

The Ripple Effect Peter Geikie-Cobb of MitonOptimal UK discusses the ripple effect on the markets with Lindsay Williams, on Cape Town's Fine Business Radio show. (July 9, 2018) [Source: FMR101.3 – Lindsay Williams – July 9, 2018]     The show’s host, Lindsay...
Eric Mellor - MitonOptimal Singapore

Quarterly Market Report – Q2, 2018

An old market adage often referred to as ‘The Halloween Indicator’ urges investors to “Sell in May and go away”. Many academic studies have successfully demonstrated that, while in the past, lower trading volumes over the summer months may have led to stagnant...
Blair Campbell, MitonOptimal International (Guernsey)

Podcast: Blair Campbell – July 2, 2018

Portfolio Manager Blair Campbell appeared on the Fine Business Radio show in Cape Town with Lindsay Williams. (July 2, 2018) [Source: FMR101.3 – Lindsay Williams – July 2, 2018]     The show’s host, Lindsay Williams ([email protected]), presents individual...


MitonOptimal Jersey Limited
Suite 23
4 Wharf Street
St Helier


+44 (0)1534 616818

Regulatory Information

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