How to invest with us

We have a range of investment options that cater for discerning private clients, independent financial advisers, family offices and institutional clients around the globe.

To invest in our fund you may do so directly or via most platforms.

 

Client Portfolio Management and DFM Services

MitonOptimal offers a wide range of efficient investment management services, including bespoke portfolio, tailored and DFM management options, based on each clients preferences, investment pot and proposed mandate. For further information and to receive a no-cost proposal, please contact us via email: [email protected] or telephone: +44 (0)1534 616818.

Orchard Fund

Investing via a platform:

Should you wish to invest in our funds via a platform, kindly contact us and we will assist you.

Investing directly:

  • Complete and sign the application form available via the link above.  Applications may initially be faxed, however, the Administrator is unable to process any application until it is in receipt of a duly completed original application form.
  • Any application form received after 12.00 pm will be dealt on the following Dealing Day.
  • Communications to the Administrator must be sent to:

CACEIS Ireland Limited
1 Custom House Plaza
International Financial Services Centre
Dublin D01 C2C5
Ireland

 

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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