MitonOptimal South Africa

MitonOptimal South Africa (Pty) Limited and MitonOptimal Portfolio Management (Pty) Limited are a part of the MitonOptimal group of companies. They are focussed on delivering Discretionary Fund Management (DFM), Private Client, Institutional Asset Consulting and Fund Management Services to the African Continent.

About Us

MitonOptimal South Africa (Pty) Limited and MitonOptimal Portfolio Management (Pty) Limited are a part of the MitonOptimal group of companies. Our South Africa offices are focussed on delivering Discretionary Fund Management (DFM), Private Client, Institutional Asset Consulting and Fund Management Services to the African Continent.

The MitonOptimal group of companies is an independent multi-asset investment manager, majority owned by our management and directors. We employ over 50 staff across offices in Guernsey, South Africa, the United Kingdom and Jersey. Our highly experienced investment management team has been investing MitonOptimal client money for over 16 years. We offer a broad range of global Discretionary Fund Management (DFM), Portfolio Management, Managed Model Portfolios, Institutional Asset Consulting and regulated funds services to our clients, via well-established and regulated distribution channels across Europe, Africa, Asia, the Caribbean, The Middle East and South America.

Scott Campbell, the Group’s Managing Director and Chief Investment Officer, initially established MitonOptimal in 2002. Today, focussing on our primary service offering of Discretionary Fund Management (DFM), Portfolio Management, Managed Model Portfolios and Institutional Asset Consulting services, we cater for a diverse spectrum of private clients, independent financial advisers (IFAs), Fiduciaries, family offices and Trustees/institutional clients around the globe.

In our role as Investment Managers, the common denominator across all of our products and services is Global Multi-Asset Management. Our investment philosophy is unashamedly simple, “diversification, through unconstrained global asset allocation, within an absolute mindset”, with the aim of achieving our clients’ objectives, through the management and control of risk. We are a closely knit team of professionals that recognise the importance of focus. That focus does not simply translate to our approach to investment management services; it also reflects our strong belief in offering our clients face to face, personalised relationships with their investment manager. We treat the client exactly how we would wish to be treated.

 

Meet the South Africa Investment Management Committee

The Investment Management Committee (IMC) consists of professional investment staff from across the MitonOptimal South Africa, utilising their collective experience and skills to monitor global markets and proactively manage the investment decisions of the MitonOptimal South Africa team.

AssetTV Masterclass: Outlook 2020

Will global growth pick up in 2020 and what does this mean for SA? Head of Investment Strategy, Joanne Baynham, hosts a panel of experts discussing the outlook for 2020.

Podcast: SA trading updates and valuations provide some hope

Podcast: 2019 – too scared to be in markets, but too scared to be out…

Joanne Baynham discusses a frustrating year where markets were influenced by erratic politicians and underpinned by central banks.

AssetTV Masterclass: Indexation

Joanne Baynham, Head of Investment Strategy, hosts SA indexation experts in a discussion that provides a thorough view of indexation and why it has become such a popular investment option.

Podcast: SA trading updates and valuations provide some hope

Podcast: 2019 – a year of great promise at the beginning…

SA Fund Manager, Armin Diem, looks at a year that failed to deliver on expectations with only incremental improvements on major issues.

Podcast: SA trading updates and valuations provide some hope

Podcast: SA’s latest CPI number indicates room for a rate cut – but will it happen?

Joanne Baynham, Head of Investment Strategy, looks at the dire need for growth in SA and how a rate cut could facilitate this – but questions whether the prudent SARB will act.

Hope, Mood(y’s) and destiny

Roeloff Horne, Head of SA Portfolio Management, encourages action and renewed loyalty to one’s country in order to improve its destiny.

Podcast: SA trading updates and valuations provide some hope

Podcast: MTBPS – Shockingly honest

Joanne Baynham, Head of Investment Strategy, digests the MTBPS and the worrying numbers divulged.

Podcast: SA trading updates and valuations provide some hope

Podcast: SA trading updates and valuations provide some hope

With the latest inflation data for SA coming in at its lowest level in 8 years, Portfolio Manager Armin Diem looks at the other good news for SA investors.

SA and Global Asset Allocation Overview – Q3, 2019

Globally the trade war saga prevails, MPs continue to battle over Brexit and central governments deploy liquidity in an attempt to ease the pain. Locally, crooked politicians and Eskom hog the headlines whilst the country eagerly awaits action from the President. Joanne Baynham, Director and Head of Investment Strategy, looks at how markets fared against these conditions and how we positioned our portfolios.

Podcast: SA trading updates and valuations provide some hope

Podcast: Roeloff Horne discusses making active decisions using passive solutions

Roeloff Horne, Director and Head of SA Portfolio Management, looks at the evolution of passive solutions and how they can be effectively included into portfolios

Main Address

MitonOptimal South Africa (Pty) Limited
Great Westerford,
Suite 202,
South Wing, 2nd Floor,
240 Main Road,
Rondebosch, 7700,
South Africa

Phone

t: +27 (0) 21 689 3579
f: +27 (0) 21 685 6944

Regulatory Information

MitonOptimal South Africa (Pty) Limited is an Authorised Financial Services Provider License No. 28160,  regulated by the Financial Sector Conduct Authority (FSCA) - Registration No. 2005/032750/07.

MitonOptimal Portfolio Management (Pty) Limited is an Authorised Financial Services Provider License No. 734, regulated by the Financial Sector Conduct Authority (FSCA) – Registered No. 2000/000717/07.

 

 

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