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 60 staff across offices in Guernsey, South Africa, the United Kingdom and Jersey. With combined assets under management (AUM) of approximately GPB818m, 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.

SA opportunity under pressure

Opportunity under pressure

In this week’s comment, South African Portfolio Manager Armin Diem, looks at the ability of some South African companies to grow, despite the current challenges facing the country.

The last man standing

The last man standing

Andy Pfaff, Head of Commodities, considers the impact of information technology on financial services.

Podcast: Roeloff Horne examines the catalysts for putting risk on or taking it off the table

Director and Head of SA Portfolio Management, Roeloff Horne, looks at the current South African and global environments – discussing the local and offshore triggers that will create a buying opportunity.

Noise, more noise and faulty statistics

Head of Institutional Asset Consulting, James Downie, writes this week’s commentary looking at how some market statistics can be misleading.

Podcast: Joanne Baynham is featured on Strictly Business

Joanne Baynham discusses the unorthodox market conditions we are currently experiencing – from all-time highs on the Nasdaq and S&P 500 to negative 45 year Swiss Bonds. (July 25th, 2019)

The merits of a “Super Over” and Gold in portfolios

Group MD and Chief Investment Officer, Scott Campbell writes this week’s commentary in which he discusses how some rules need to be rewritten.

AssetTV Masterclass: Fixed Income

Joanne Baynham hosts an AssetTV Fixed Income Masterclass with experts from Ashburton Investments, Laurium Capital, Momentum Investments and SASFIN Asset Managers.

AssetTV Masterclass: ESG

Joanne Baynham, Head of Investment Strategy, hosts an AssetTV Masterclass focusing on ESG with experts from Old Mutual Investment Group and S&P Dow Jones Indices.

SA and Global Asset Allocation Overview – Q2, 2019

Director and Head of Investment Strategy, Joanne Baynham, discusses the second quarter of 2019.

AssetTV Masterclass: DFM

Roeloff Horne, Head of South African Portfolio Management, participates in a panel hosted by Kevin Hinton discussing the explosive growth of DFM’s in South Africa.

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 (Registration No. 2005/032750/07) is regulated by the Financial Sector Conduct Authority (FSCA).

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 – Vat No.4070188646.

 

 

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