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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 focused 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 and the United Kingdom. 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.

Squeezing the last juice from the lemon!

Head of Institutional Asset Consulting & Optimization, James Downie, highlights the struggles investors currently face in their search for income and where it can be found.

VIDEO: AssetTV In the Hotseat I Boutiques

Joanne Baynham, Head of Investment Strategy, hosts a webinar where boutiques 36ONE, Laurium Capital and Kagiso Asset Management discuss and debate how they currently see the world.

Thoughts on the 2020 supplementary budget

Head of Investment Strategy, Joanne Baynham, digests the supplementary budget delivered by Minister Mboweni and provides some insight into how this has impacted our investment team’s views.

VIDEO: 2020 – some context for the end investor (June update)

In this video Head of Institutional Asset Consulting & Optimization, James Downie, provides some context to the end investor around what has happened in markets in 2020 thus far.

VIDEO: AssetTV Insight: Alexander Forbes

Head of Investment Strategy, Joanne Baynham, speaks to Alexander Forbes about how the struggling economy is impacting them as one of the biggest pension fund asset managers in SA.

AssetTV Insights: Prudential Investment Managers

Head of Investment Strategy, Joanne Baynham, interviews Prudential Investment Managers on how they are navigating the COVID-19 crisis from an investment management and operational perspective.

VIDEO: LIVE with Francois du Toit: Demystifying DFM

Roeloff Horne, chats to Francois du Toit CFP about the role Discretionary Fund Managers play, the myths surrounding their offering and the value they can provide financial advisers.

VIDEO: AssetTV In the Hotseat: 36One – Cy Jacobs

Joanne Baynham, Head of Investment Strategy, held a webinar with Cy Jacobs addressing the tough questions on SA investors’ minds. Cy is refreshingly honest and pulls no punches.

VIDEO: AssetTV Insights: Old Mutual Investment Group

Joanne Baynham, Head of Investment Strategy, talks to Old Mutual Investment Group about their strategy for maintaining productivity throughout the lockdown in this AssetTV Insight Segment.

What will become of global supply chains?

Joanne Baynham, Head of Investment Strategy, discusses how global supply chains have been teetering for some time now with the COVID-19 pandemic finally pushing them over the edge.

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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