A new chapter for advisory firms in Hong Kong & Singapore. Hong Kong’s decisive action to outlaw indemnity commission with only five months notice in 2014, led to a marked evolution within its IFA community since then as the sector endured a period of consolidation. In Singapore, the city-state’s version of the UK’s Retail Distribution
The MitonOptimal Group is proud to be a sponsor of Boutique Connect, the latest addition to the Asset TV suite of online information and discussion channels for boutique investment management companies. Phil Penrose, Head of International Sales, recently represented us at the Asset TV studios in London, to talk about MitonOptimal and our approach to
The three letters SRI have for some time and for a particular demographic, conjured up images of performance cars from a prominent UK car maker. Over time, however, this acronym is increasingly used to mean Socially Responsible Investing, a method of investing that combines the desire to make money with the impulse to do good.
The newswires regularly tell us that increasing numbers of international IFAs are engaging with Discretionary Fund Managers (DFMs) to provide more robust investment services for their clients. Although not used by everyone, their popularity has undoubtedly increased and, if used correctly, everybody wins: The Client’s end up with a well-priced portfolio, aligned to their investment
Last week saw the pound at its weakest ever point compared to the currencies of UK’s main trading partners. By Thursday, sterling was at a 31-year low against the US dollar, with investor confidence challenged yet further by Friday’s so-called ‘flash crash’ which saw sterling drop 6% in a matter of minutes in early-Asian trading,
MitonOptimal International, the international portfolio management division of the MitonOptimal Group, announced the launch of a new partnership with international platform provider Novia Global. The new relationship sees the launch of five risk-rated discretionary (DFM) portfolios, managed by MitonOptimal, on the new Novia Global platform. Phil Penrose, International Sales Director of MitonOptimal, commented “Novia Global’s entry