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
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.
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
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.
As we enter May 2015, 2014 seems a distant memory and 2016 is fast approaching. An old adage in the investment game is “Sell in May and buy again on St Ledger day (in September)“, which many “boohoo” as a conspiracy theory. However, over the past 100 years, a remarkably large percentage of equity market gains have