Press Release: MitonOptimal to acquire  UK investment advisory business

Press Release: MitonOptimal to acquire UK investment advisory business

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

Press release: Coram Asset Management Acquisition of Minerva Fund Managers

Press release: Coram Asset Management Acquisition of Minerva Fund Managers

Coram Asset Management, part of the MitonOptimal Group of companies, is to acquire the business of Minerva Fund Managers, a UK specialist discretionary fund manager (subject to regulatory approvals). The transaction brings together two experienced investment teams and will enable Coram to expand its offering into the model portfolio market (MPS), incorporating expertise in Socially

MitonOptimal Group Expands in the Isle of Man

MitonOptimal Group Expands in the Isle of Man

MitonOptimal International Limited (“MitonOptimal”), the Guernsey-headquartered investment management group, and Blythe Financial Limited (“Blythe Financial”), an Isle of Man-based investment advisory business, are delighted to announce the merger of their businesses. The transaction and the granting of a Discretionary Fund Management (DFM) Licence (both of which have been approved by the Isle of Man Financial

Bailiwick Investments Limited increase their shareholding in MitonOptimal

The Board of Bailiwick Investments Limited, an existing shareholder of MitonOptimal International Limited, published a press release yesterday (see below), to notify the market that they have purchased a further 3% interest in MitonOptimal International Limited, the holding company of the MitonOptimal Group. The Board of MitonOptimal International Limited view this as a further show

MitonOptimal to acquire Coram Asset Management in the UK

MitonOptimal to acquire Coram Asset Management in the UK

MitonOptimal International, the Guernsey-headquartered discretionary fund management company, is to acquire Coram Asset Management Limited. The acquisition of the UK fund management company that was co-founded by the late Martin Gray is subject to FCA regulatory approval and will reunite the Coram team with former colleagues at MitonOptimal, in a relationship that dates back more than a decade. Coram has

Press Release: MitonOptimal brings in a strategic investor to drive future growth

Press Release: MitonOptimal brings in a strategic investor to drive future growth

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

Address

MitonOptimal International Limited
Suite 1, Weighbridge House,
Lower Pollet,
St. Peter Port,
Guernsey, GY1 3XF,
UK

Phone

+44 (0)1481 740044

Regulatory Information

MitonOptimal International Limited is registered in Guernsey (Registration No. 51561) and is the overlying holding company of the companies that make up the MitonOptimal Group.

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