DFM Parrtnership

When One-Size Does Not Fit All

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

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.