by Alan Blythe | Apr 10, 2018 | Alan Blythe, MitonOptimal IOM, Press Releases, Uncategorised
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
by James Sullivan | Apr 4, 2018 | All Articles, Coram Funds, James Sullivan, MitonOptimal Group, MitonOptimal UK, Press Releases
MitonOptimal (UK) Ltd is pleased to report that Peter Geikie-Cobb will be joining the company from April 9th, 2018 to work alongside James Sullivan and the team across the multi-asset suite of funds and risk profiled model portfolios. Peter will adopt the title of Senior Fund Manager and become co-manager on the Coram Global Defensive,
by Mark Margetts-Smith | Mar 26, 2018 | All Articles, All International News Articles, Eric Mellor, MitonOptimal Group, MitonOptimal Singapore, Press Releases
PRESS RELEASE: MitonOptimal Asia, part of the MitonOptimal group of companies, is pleased to announce that it has recently been granted a full capital markets licence from the Monetary Authority of Singapore (MAS). Eric Mellor, Managing Director & Head of Portfolio Management (MitonOptimal Asia) stated that “MitonOptimal has maintained a client support office in the
by Mark Margetts-Smith | Mar 12, 2018 | All Articles, All International News Articles, Press Releases, Scott Campbell
PRESS RELEASE: MitonOptimal International, the Guernsey-headquartered discretionary fund management company, is delighted to announce that it has agreed the acquisition of Orchard Wealth Management Limited in Jersey, after receiving regulatory approval from the Jersey Financial Services Commission. Orchard Wealth Management Limited is led by highly respected Fund Manager Richard Harwood, who will be joining the MitonOptimal Group board
by James Sullivan | Jan 24, 2018 | All Articles, Corporate News, James Sullivan, MitonOptimal Group, MitonOptimal UK, Press Releases
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
by James Sullivan | Jun 13, 2017 | All Articles, All International News Articles, Coram AM, Corporate News, James Sullivan, MitonOptimal UK, Press Article, Press Releases
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
