by James Sullivan | Apr 4, 2018 | All Articles, Coram Funds, James Sullivan, MitonOptimal Group, MitonOptimal UK, Press Releases
MitonOptimal (UK) Ltd is pleased to report that Peter Geikie-Cobb will be joining the company from April 9th, 2018 to work alongside James Sullivan and the team across the multi-asset suite of funds and risk profiled model portfolios. Peter will adopt the title of Senior Fund Manager and become co-manager on the Coram Global Defensive,
by Mark Margetts-Smith | Mar 26, 2018 | All Articles, All International News Articles, Eric Mellor, MitonOptimal Group, MitonOptimal Singapore, Press Releases
PRESS RELEASE: MitonOptimal Asia, part of the MitonOptimal group of companies, is pleased to announce that it has recently been granted a full capital markets licence from the Monetary Authority of Singapore (MAS). Eric Mellor, Managing Director & Head of Portfolio Management (MitonOptimal Asia) stated that “MitonOptimal has maintained a client support office in the
by James Sullivan | Jan 24, 2018 | All Articles, Corporate News, James Sullivan, MitonOptimal Group, MitonOptimal UK, Press Releases
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
by Mark Margetts-Smith | Jul 24, 2017 | All Articles, All International News Articles, Asset TV, DFM Masterclass, MitonOptimal Group, MitonOptimal Guernsey, Shaun McDade
Shaun McDade of MitonOptimal Portfolio Management in Guernsey appears in the latest Asset TV – DFM Masterclass. In this Masterclass on discretionary fund management, a panel of experts discuss their views on the current market, inflation figures, investment strategies, asset allocation and what they will find focus on managing portfolios over the next five years.
by Shaun McDade | Apr 24, 2017 | All Articles, All International News Articles, Market Update, Markets, MitonOptimal Group, Newsletter, Quarterly Newsletter, Shaun McDade, Video
Shaun McDade answers questions on the investment markets over Q1-2017 and the short-term outlook for portfolios during 2017. MitonOptimal Quarterly Market Report – Q1, 2017
by Mark Margetts-Smith | Nov 11, 2015 | All Articles, All International News Articles, Corporate News, MitonOptimal Group, Press Releases, Scott Campbell
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
