MitonOptimal is delighted to announce that it has agreed the acquisition of Central Investment Planning “CIP” in order to enhance its investment capabilities. With assets under advice exceeding £100m, the acquisition of CIP will enable MitonOptimal to develop its bespoke portfolio management offering, complementing the existing model portfolio service and multi-asset fund range. CIP, an
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). James Sullivan, Director at MitonOptimal (UK) Ltd, commented ‘Since the acquisition of Coram by MitonOptimal
Coram Asset Management, part of the MitonOptimal Group of companies, is to acquire the business of Minerva Fund Managers, a UK specialist discretionary fund manager (subject to regulatory approvals). The transaction brings together two experienced investment teams and will enable Coram to expand its offering into the model portfolio market (MPS), incorporating expertise in Socially
MitonOptimal International, the international portfolio management division of the MitonOptimal Group, announced the launch of a new partnership with international platform provider Novia Global. The new relationship sees the launch of five risk-rated discretionary (DFM) portfolios, managed by MitonOptimal, on the new Novia Global platform. Phil Penrose, International Sales Director of MitonOptimal, commented “Novia Global’s entry
MitonOptimal International, the Guernsey-headquartered discretionary fund management company, is delighted to announce that Bailiwick Investments Limited has made a cash investment, representing an 11% stake in the Group. “This investment represents an exciting time for the Company and will enable MitonOptimal to maximise growth opportunities for the Group and strengthen our balance sheet”, stated Scott
MitonOptimal Offshore Fund – Interim Financial Statements for the period November 1, 2014 to April 28, 2015.
The latest Interim Financial Statements for the MitonOptimal Offshore Fund are now available.