by Liam Wyatt | Oct 31, 2018 | All Articles, MitonOptimal Group, MitonOptimal Guernsey, Press Releases, Shaun McDade, Simon Sharrott
Global asset manager MitonOptimal today announced the launch of a new Dublin-domiciled DFM fund range. The new DFM funds offer international IFAs access to MitonOptimal’s asset allocation and manager selection in a unitised fund vehicle. The new funds comprise three risk-rated portfolios: Cautious, Moderate & Growth – each available in both USD and GBP denominated
by Simon Sharrott | Sep 24, 2018 | All Articles, MitonOptimal Group, MitonOptimal Guernsey, Press Releases, Scott Campbell, Simon Sharrott
MitonOptimal Portfolio Management (CI) Ltd has been approved and selected to be included in the local Investment Manager programme which forms part of the wider investment reserves of the States of Guernsey Policy and Resources Committee. Joint Managing Director and Portfolio Manager Simon Sharrott commented: “We are delighted with this recent success in being approved and granted
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
