Independent DFM

The Outsourcing Business Model

Scott Campbell recently wrote an article for the SA based MoneyMarketing publication on the outsourcing business model. In the ever changing world of retail investment advice, the standard business models across our industry – and an ever growing number of jurisdictions around the world – continue to evolve, with many financial service providers forming partnerships

Independent manager AUMs soar; Industry warns of ‘regulatory tsunami’

The proportion of assets managed by independent managers in the UK has more than doubled over the past decade, according to the latest Investment Association(IA) annual survey. It revealed the proportion of assets run by independent managers has grown from 15% in 2003 to 41% in 2014. The number has also risen from 37% in

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.