Katherine Denham

South African ‘RDR’ is call to arms for industry

Life companies in South Africa could “run into trouble” if they do not start working on changes to their businesses soon, said a senior figure for Old Mutual, ahead of the country’s imminent Retail Distribution Review. The reforms will replace commission payments with fees for advice, similar to legislation introduced under the RDR in the

Offshore trusts spared from UK non-dom tax clampdown

In a consultation paper released on Wednesday, the Treasury said it wanted to continue offering protection from British taxes for individuals who set up an offshore trust before they were granted UK-domicile status. [Source: International Adviser – October 2015 – By Katherine Denham] Read entire article >>

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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.