MitonOptimal UK

MitonOptimal UK Limited is a part of the MitonOptimal group of companies.

Our focus is on delivering Discretionary Fund Management and Asset Management services within the UK.

Our Services

About Us

MitonOptimal UK Limited is a part of the MitonOptimal group of companies, an independent multi-asset investment manager, majority owned by our management and directors.

The group employs over 70 staff across offices in Guernsey, South Africa, United Kingdom, Isle of Man and Singapore and combined assets under management of approximately £880m. We offer a broad range of global Discretionary Fund Management, 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.

Our UK office is focused on delivering Discretionary Fund Management and Fund Management Services.

Meet our Team

Seeing the value in cash-happy Japanese companies

by Liam Wyatt | 20th November 2018 | All Articles, Coram Funds, James Sullivan, MitonOptimal Group, MitonOptimal UK | 0 Comments

James Sullivan on an activist investment looking to unlock corporate Japan's balance sheets. It sounds wrong to say it, but we recently supported the launch of a new company, despite not harbouring absolute belief that it will fulfil its primary objective. The...

MitonOptimal’s Sullivan ups UK REIT exposure for ‘incredible value on offer’

by Liam Wyatt | 13th November 2018 | All Articles, Coram Funds, James Sullivan, Market Update, MitonOptimal Group, MitonOptimal UK | 0 Comments

James Sullivan has said UK real estate is one of the most attractive areas of the market, particularly REITs where he said “share prices have overshot on the downside”. In a portfolio update, Sullivan said the 40% discounts currently on offer from real estate...

The meteoric expansion of global debt (and what comes next)

by Liam Wyatt | 14th September 2018 | All Articles, Commentary, MitonOptimal Group, MitonOptimal UK, Phil Penrose | 0 Comments

Phil Penrose discusses the expansion of global debt in the wake of a stronger US Dollar. A decade after the global financial crisis, increasing levels of debt in prominent developing economies are driving fears of a new panic that could spread far beyond the...

The challenge of allocating to ‘Alternative’ funds

by Liam Wyatt | 13th August 2018 | All Articles, Coram Funds, FT Adviser, James Sullivan, Market Update, MitonOptimal UK | 0 Comments

James Sullivan explains why his allocation to 'Alternatives' is at a multi-year low. One aspect of our multi-asset fund asset allocation that, historically, has taken up a lot of airtime during investment committee meetings is that of the ‘alternative’ sector,...

Seeking closure on the ‘Growth vs Value’ debate

by Liam Wyatt | 6th August 2018 | All Articles, Coram Funds, James Sullivan, Market Update, MitonOptimal Group, MitonOptimal UK | 0 Comments

“It is not the strongest of the species that survives, nor the most intelligent that survives. It is the one that is the most adaptable to change" The valuation differential between traditional value and growth indices has been at record levels; never before has...

Drilling down on oil and SRI

by Liam Wyatt | 24th July 2018 | All Articles, Markets, MitonOptimal Group, MitonOptimal UK, Paul Warner, SRI | 0 Comments

Paul Warner explains why the oil price should not be seen as a reference point for SRI portfolios. At the end of the last quarter, when analysing one of our third party SRI portfolios, we found that the slight underperformance of the SRI portfolio compared to...

Blessed are the Cheesemakers? The unintended consequences of trade barriers.

by Liam Wyatt | 3rd July 2018 | All Articles, Coram Funds, Markets, MitonOptimal Group, MitonOptimal UK, Phil Penrose | 0 Comments

“Obviously it’s not meant to be taken literally; it refers to any manufacturers of dairy products” - Monty Python, Life of Brian As President Trump sets off trade clashes with countries across the world, traditional US business partners move towards...

Citywire: MitonOptimal’s portfolio boss on his 25 years of ethical investment

by Liam Wyatt | 31st May 2018 | All Articles, Citywire, MitonOptimal Group, MitonOptimal UK, Paul Warner | 0 Comments

Citywire Wealth Manager recently spoke with our Head of Portfolio Management Paul Warner about his career, SRI investing and more in this profile piece. Ethical investing is booming, but there is one man in wealth management, Paul Warner, who genuinely can claim...

Why now is the time to buy US Treasuries

by Liam Wyatt | 30th May 2018 | All Articles, All International News Articles, Coram Funds, Investment Week, Markets, MitonOptimal UK, Peter Geikie-Cobb | 0 Comments

In recent months we have been buying 0-5 year US inflation-linked bonds (TIPS) as a defensive move to get exposure to the US dollar. At the time of purchase, we viewed the US bond market as still offering little value against a background of further monetary...

The Tullock Spike

by Liam Wyatt | 11th May 2018 | All Articles, Coram Funds, James Sullivan, Market Update, MitonOptimal Group, MitonOptimal UK | 0 Comments

James Sullivan ponders a misplaced sense of insulation created by the Central Banks. The Tullock Spike was the thought piece of the economist Gordon Tullock. Tullock, at the time seatbelts were made mandatory in cars, suggested that such a safety measure made...

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Go to MitonOptimal Group

The MitonOptimal group of companies are independent multi-asset investment managers, majority owned by our management and directors. With a growing AUM of GBP880m, we employ over 70 staff across offices in Guernsey, South Africa, United Kingdom, Isle of Man, Singapore and Jersey. Our primary business focus is the delivery of Discretionary Investment Management and Client Portfolio Management services to a global client base of intermediary and private clients, as well as a range of regulated funds.