Robo-Adviser

Survey: Robo-advisers on the rise

Robo-advisers will have a significant impact on the financial services industry over the next five years, a global fintech survey by CFA Institute showed. Asia-Pacific respondents, however, said peer-to-peer lending (29%) rather than robo-advisers (25%) will have the biggest impact in one year. Opinions in Asia showed a sharp difference from those in the Americas, Europe

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.