Are your client portfolios ‘antifragile’?

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, portfolio managers are continually monitoring for signals of a ‘financial earthquake’, but predicting the

Warning! Are your client portfolios a ticking time bomb?

Warning! Are your client portfolios a ticking time bomb?

As an independent Discretionary Fund Manager (DFM), MitonOptimal has been working with and alongside trustees for the best part of two decades. It is evident to us that the old ways of doing business are changing, globally, and without exception. In fact, a growing number of traditional institutions no longer accept clients from jurisdictions perceived

The value and importance of portfolio reviews

The value and importance of portfolio reviews

Sometimes the simplest plans are the hardest to achieve and maintain. As investment professionals, it is easy to overcomplicate the investment decision-making process. Advisors are influenced by market noise, trends and contrarian views. These factors can impact the substance of clients’ portfolios and, left unchecked, can have distorting and destructive long-term consequences. Likewise, for fiduciary professionals, ensuring

Address

MitonOptimal International Limited
Suite 1, Weighbridge House,
Lower Pollet,
St. Peter Port,
Guernsey, GY1 3XF,
UK

Phone

+44 (0)1481 740044

Regulatory Information

MitonOptimal International Limited is registered in Guernsey (Registration No. 51561) and is the overlying holding company of the companies that make up the MitonOptimal Group.

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