Events

Platforms – a paradigm shift in Private Client services?

Presentations from the most recent event held in Geneva (April 14, 2016 – at the Mandarin Oriental Hotel) discussing the gradual move to DFM platforms and the potential benefits for clients. The event was jointly hosted by the MitonOptimal Group, Novia Global and Global Wealth Management Solutions. speakers included Greg Easton (MD of MitonOptimal – Isle

Are platforms a paradigm shift in Private Client services?

Platforms – a paradigm shift in Private Client services? – MitonOptimal, in partnership with Novia Global and Global Wealth Management Solutions, is holding an event in Geneva on April 14, 2016. The event will address the benefits of bespoke and model portfolios via a platform. The event is to be held at the Mandarin Oriental Hotel

Expert Offshore Investor Forum – South Africa

Scott Campbell, Group Managing Director & Chief Investment Officer of the MitonOptimal Group of Companies, recently spoke at the International Advisor ‘Expert Offshore Investor Forum’, held during April, in Cape Town and Johannesburg, along with speakers from a number of other major investment management companies. Scott spoke at length on how volatility creates opportunity when investing globally, supporting

Global

Group

Go to MitonOptimal Group

The MitonOptimal group of companies are independent multi-asset investment managers, majority-owned by our management and directors. We employ over 40 staff across offices in Guernsey, South Africa and the United Kingdom. Our primary business focus is the delivery of Discretionary Investment Management and Client Portfolio Management services to a global client base of intermediary and private clients, as well as a range of regulated funds.