IFA | MitonOptimal Group

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

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

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.