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Truly independent advice – a rare(r) commodity?

Truly independent advice – a rare(r) commodity?

The recent deal between South African investment manager RECM Holdings and independent advisory business Wells Faber raises several questions – not least the succession challenge facing many independent financial planning businesses. With the average age of South African financial advisors in the late 50s, their need to solve the succession problem is becoming more urgent.

Practice Management

Practice Management

The optimal business strategy for challenging times – building a moat or predicting the future? As irrational as it is, predicting the future is something that humans try to do all the time. Whether it be the stock market, the weather, the election or the rugby score, there seems to be an insatiable human desire to try and predict


MitonOptimal International Limited
Les Vardes House
La Charroterie
St Peter Port
GY1 1EL​
Channel Islands

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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