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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 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: DFM

Head of Portfolio Management, Roeloff Horne takes part in a DFM Masterclass looking at regulation, COVID-19, ESG and their impacts on the investment industry.

Moody’s downgrade

Head of Institutional Asset Consulting and Optimisation, James Downie, unpacks what the long-expected Moody’s downgrade actually means for investors.

AssetTV Masterclass: Alternatives

Joanne Baynham, Head of Investment Strategy, focuses on Private Equity – discussing the diversification benefits of this asset class with a panel of experts.

This, too, shall pass

Fund Manager, James Downie, urges investors to hold fast however difficult that feels – the time will come for the journey back up to start again.

Podcast: SA trading updates and valuations provide some hope

Podcast: The 5 Stages of Market Grief

Head of Investment Strategy, Joanne Baynham, looks at the stages of grief markets are experiencing in the midst of the COVID-19 pandemic.

Podcast: SA trading updates and valuations provide some hope

Podcast: Coronavirus contagion and a watershed budget

SA Fund Manager, Armin Diem, looks at the ever increasing economic effects of the Coronavirus and the promise the SA budget holds if the Government can get the unions on side.

The Coronavirus: Are we heading for a global recession?

Armin Diem, SA Fund Manager, looks at whether the increasing spread of the Coronavirus is pushing us closer to a global recession.

Podcast: SA trading updates and valuations provide some hope

Podcast: Is the Chinese supply chain disruption an issue?

Joanne Baynham, Head of Investment Strategy, looks at the ripple effect of the supply chain disruption out of China and the value of mining stocks in SA.

Peak credit – are we there yet?

Head of International Portfolio Management, Shaun McDade, looks at the growth of the corporate bond market and discusses whether it is time for a reversal.

Podcast: SA trading updates and valuations provide some hope

Podcast: Locally distressed but globally optimistic

Head of Investment Strategy, Joanne Baynham, looks at the good news on the global front, the not so good news on the SA front and highlights where there is value to be found.

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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