MitonOptimal IOM Archives - MitonOptimal Group

A summary of the Isle of Man Insurance (Conduct of Business) (Long Term Business) Code 2018

This Code was introduced by the Isle of Man Financial Services Authority to address the problem of the perceived unfair treatment of policyholders by Isle of Man registered Life Offices. The Code was made on 1st November 2018 and comes into effect on 1st January 2019, although certain elements do not apply until 1st July

Brexit: Where on earth are we up to?

“Confusion heard his voice, and wild uproar stood ruled, stood vast infinitude confined; till at his second bidding darkness fled, light shone, and order from disorder sprung.” John Milton, Paradise Lost Whilst Brexit is certainly by no means comparable to the earth’s creation as described by John Milton, there is an increasing sense of desperation,

Warning! Is your portfolio a ticking time bomb?

As an independent Discretionary Fund Manager (DFM), MitonOptimal has been caring for private client portfolios for the best part of two decades. It is evident to us that the old ways of doing business are changing, both globally and locally, and without exception. In fact, traditional institutions that have relied upon clients having blind faith

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The MitonOptimal group of companies are independent multi-asset investment managers, majority owned by our management and directors. With a growing AUM of GBP880m, we employ over 70 staff across offices in Guernsey, South Africa, United Kingdom, Isle of Man, Singapore and Jersey. 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.