Money Marketing

The Outsourcing Business Model

Scott Campbell recently wrote an article for the SA based MoneyMarketing publication on the outsourcing business model. In the ever changing world of retail investment advice, the standard business models across our industry – and an ever growing number of jurisdictions around the world – continue to evolve, with many financial service providers forming partnerships

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

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.