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 70 staff across offices in Guernsey, South Africa, United Kingdom, Isle of Man and Singapore. With combined assets under management (AUM) of approximately GBP700m, our highly experienced investment management team has been investing MitonOptimal client money for over a decade. We offer a broad range of global Discretionary Fund Management (DFM), Portfolio Management, 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, Model Portfolios and Institutional Asset Consulting services, we cater for a diverse spectrum of private clients, independent financial advisers (IFAs), Fiduciaries, family offices and 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.

Asia Interrupted

A new chapter for advisory firms in Hong Kong & Singapore. Hong Kong’s decisive action to outlaw indemnity commission with only five months notice in 2014, led to a marked evolution within its IFA community since then as the sector endured a period of...

Are you insured for the worst?

Scott Campbell appeared on the FMR103.1 Fine Business Radio show with Lindsay Williams, discussing the continued bull market and MitonOptimal's view on the markets, including whether our portfolios are insured for the worst, for some degree of protection from a...

Coram Asset Management is to change its name to MitonOptimal (UK) Ltd

PRESS RELEASE Coram Asset Management is to change its name to MitonOptimal (UK) Ltd and launch its Model Portfolio Service (MPS) following the successful integration of the Minerva Fund Managers business (a specialist discretionary fund manager acquired in July 2017)....

Are more rate rises on the way?

Simon Sharrott appeared on the FMR103.1 Fine Business Radio show with Lindsay Williams to discuss the recent BoE rates rise and whether more rate rises are on the way? [Source: FMR103.1 - Lindsay Williams - November 6, 2017]...

Have the Central Banks got it right?

James Sullivan's discusses whether or not Central Banks have got it right, in his latest appearance on FMR103.1's Fine Business Radio show with Lindsay Williams on October 30th,...

Is South Africa at the Crossroads?

This ‘mantra’ has been very much at the centre of our investment thinking when constructing our SA investment portfolios, both from an asset allocation perspective as well as from an equity portfolio construction point of view. It has now become mainstream thinking or...

Frontier Market? Not for long…

Some while back, in July 2016, I wrote a weekly view - “The Rewards of Venturing Off-Piste” - about our enthusiasm for the Vietnamese equity market. This followed our initiation of a small investment within the equity portion of our multi-asset funds. More recently,...

Video: What can we expect for the rest of 2017?

Simon Sharrott, Director of MitonOptimal (Guernsey) and Portfolio Manager discusses the markets during Q3-2017 and the short-term outlook from an asset allocation perspective.   You can also read more on our view of Q3-2017 in James Downie's latest quarterly report,...

Q3-2017 Quarterly Market Commentary

Geopolitical events worldwide made concentrating on the markets somewhat difficult during the last quarter. A snap election in June in the UK and the German election at the end of September provided the political bookends to the quarter, certainly as far as the...

This Time it Really is Different

As I sat down to write this week’s MitonOptimal weekly comment on the difficulties in and complications of ‘the endeavour to time the market’, I was sidetracked by the news that the NASDAQ Composite Index had reached another all-time high, getting above 6,600 intraday...

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 South Africa Financial Services Board – Licence no. 28160.

MitonOptimal Portfolio Management (Pty) Limited is an Authorised Financial Services Provider License No. 734, regulated by the South African Financial Services Board – Registered No. 2000/000717/07 – Vat No.4070188646.