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.

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.

The Best of Times or the Worst of Times?

In this piece, our Head of Institutional Asset Consulting, James Downie, discusses South Africa’s political landscape.

Podcast: Joanne Baynham is featured on Strictly Business

Joanne Baynham, Head of Investment Strategy, talks to Lindsay Williams of Strictly Business.

Bigger isn’t always better

Our Head of Multi-Asset Manager Research & Client Portfolio Manager, Oscar de Waal, discusses the benefits of boutique investing in this week’s comment.

Following in the footsteps of Brazil…?

South African Equity Portfolio Manager, Armin Diem, discuss the prospects of the Johannesburg Stock Exchange in 2019/2020. Is South Africa following in the footsteps of Brazil?

Graham or growth?

Our Director and Head of Investment Strategy, Joanne Baynham, discusses growth versus value investing in this week’s comment.

Time in the market versus Timing the market

A time in the market or timing the market? Our Commodities Fund Manager, Andy Pfaff, discusses it in this week’s commentary.

AssetTV Masterclass: Global Equities

Our Head of Investment Strategy, Joanne Baynham recently hosted a Masterclass on Asset TV, discussing global equities with experts from Denker Capital, Fundhouse and Schroders.

SA and Global Asset Allocation Overview – Q1, 2019

Our Chief Investment Strategist, Joanne Baynham, discusses the first quarter of 2019.

“Please, sir, I want some more…”

Our Chief Investment Strategist, Joanne Baynham, discusses Tito Mboweni’s budget speech for 2019/2020.

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.