Terms & Conditions

TERMS & CONDITIONS

By using or accessing any part of our website, aside from the Terms and Conditions page, you agree to be legally bound by those terms and conditions. We may amend these terms and conditions at any time without notice. Your continued use of our website following any change will constitute your acceptance of such change. Our full terms and conditions can be found at https://www.mitonoptimal.com/uk/terms-conditions/

Regulatory Information

The MitonOptimal Group (“MitonOptimal”) of companies is authorised and regulated in their respective jurisdictions, as required by law. For further details, you may visit the regional sites via https://www.mitonoptimal.com.

MitonOptimal UK Limited is part of the MitonOptimal group of companies. MitonOptimal UK Limited is registered in England and Wales No. 09138865. Authorised and regulated by the Financial Conduct Authority.

Risk Warning

Potential investors should be aware that our models and funds may make investments in equities, bonds, cash, commodities alternative strategies and commercial property. Investors should be aware that there is no guarantee that investments will go up.  Past performance is no guide as to future performance. As the price of units and the amount of income distributed or accumulated may go down as well as up, the Manager has no obligation to redeem units at the subscription price originally paid. If you are in any doubt about the content of these terms and conditions, you should not enter the site and consult your stockbroker, bank manager, solicitor, accountant or professional investment advisors.

If you have any questions or concerns about our website please email us at [email protected].

Please indicate below, whether you accept/do not accept our terms and conditions of use.

MitonOptimal UK Limited - Model Portfolio and DFM specialists
  • MitonOptimal UK - MP Services
  • Change

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.

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 £700m. 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.

It’s all about the price

Economies need to set the right price.   This year has marked three anniversaries. The first was the 100 year anniversary of the Russian Revolution. The second was the 30 year anniversary of the 1987 crash. The third was the 10 year anniversary of the financial...

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)....

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,...

Fund Selector: Portfolio planning is like writing a book

There are many ways in which one can create a portfolio, and rarely is there an obvious right or wrong way. Within our industry it’s both common practice and politically correct to proclaim oneself as a ‘long term investor’, but in a world that has become more...

Asset TV – Boutiques Connect Update

Video: Phil Penrose discusses our approach to investment management. The MitonOptimal Group is proud to be a sponsor of Boutique Connect, the latest addition to the Asset TV suite of online information and discussion channels for boutique investment management...

Pondering the Big Picture

Group MD Scott Campbell surveys the investment landscape. As unbelievable as it is, but we are well into the second half of the year. Asset allocation decision-making can become very focused on the day-to-day noise and emotion of the markets, politics and economic...

The rise of Socially Responsible Investing

Investing ethically need not be seen as a sacrifice on returns. The three letters SRI have for some time and for a particular demographic, conjured up images of performance cars from a prominent UK car maker. Over time, however, this acronym is increasingly used to...

Fund Selector: SRI is more than just a luxury

Funds are increasingly focusing on outperformance, as well as supporting firms that 'do good'.   Sustainable and responsible investing (SRI) has developed materially since the ethically motivated boycotts of apartheid and the application of religiously motivated...

James Sullivan reflects on the first half of 2017 and the opportunities for the rest of the year

Fund Manager James Sullivan discusses our positioning year to date and where the opportunities may lie as we move into the second half of the year.   Please click on the image below to view the video:    ...

Press release: Coram Asset Management Acquisition of Minerva Fund Managers

Coram Asset Management, part of the MitonOptimal Group of companies, is to acquire the business of Minerva Fund Managers, a UK specialist discretionary fund manager (subject to regulatory approvals). The transaction brings together two experienced investment teams and...

Address

MitonOptimal UK Limited
Royal Mead
Railway Place
Bath
BA1 1SR
UK

Phone

t: +44 (0) 1225 632 250
f: +44 (0) 1225 439 442

Regulatory Information

MitonOptimal UK Limited is part of the MitonOptimal group of companies. Registered in England and Wales No. 09138865. Authorised and regulated by the Financial Conduct Authority.