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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 40 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, non-executive Director, 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.

Video: Q1 2021 Asset Allocation Views

Head of Portfolio Management, Roeloff Horne, discusses our asset allocation views against the Q1 2021 macroeconomic environment.

Quarterly Market Report – Q1 2021

Shaun McDade, Head of International Portfolio Management, reflects on the first quarter of 2021, discussing the key influences and their impact on asset classes.

VIDEO: Q4 2020 Asset Allocation Views

Head of Portfolio Management, Roeloff Horne, discusses our asset allocation views against the Q4 2020 macroeconomic environment.

Closing out 2020

2020 will be remembered as one of the more remarkable years in history, with financial markets being no exception. We’ve highlighted some key market statistics as we bring the year to a close.

Rip van Winkle or Sleeping Beauty would have been happy with 2020

Head of Institutional Asset Consulting and Optimisation, James Downie, looks back on the last quarter of one of the most remarkable years in history.

ESG investing in a post Trump world

Portfolio Manager in Guernsey, Blair Campbell, offers some consideration for ESG investing after the Trump administration. While Biden campaigned with a progressive agenda for environmental concerns, deciding which sectors and industries will render the rewards remains the difficulty.

Boutiques are better…right

Head of Institutional Asset Consulting and Optimization, James Downie, addresses the great boutique debate.

Fourth Quarter 2020 – yet another “unknown unknown”?

Head of Institutional Asset Consulting and Optimisation, James Downie, looks at the third quarter of 2020 and provides some insights as we head into the final quarter of 2020.

Short term rally due for the JSE

Head of SA Equities, Armin Diem, looks at how the US Election result and the SA Government’s recent actions could lead to a rally for the JSE.

Private Equity for the masses

Head of International Portfolio Management, Shaun McDade, reveals how fruitful and accessible Private Equity can be.

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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