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 Limited

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.

Learn More About Us

Our Services

Coram Funds

Learn More

Investment Advisory Services

Learn More

Model Portfolio Services

Learn More

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

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

by | 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...
Read More

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

by | 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...
Read More

Why now is the time to buy US Treasuries

by | 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...
Read More

The Tullock Spike

by | 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...
Read More

Rotating out of German residential into UK commercial property

by | 23rd April 2018 | All Articles, Coram Funds, James Sullivan, Market Update, MitonOptimal UK | 0 Comments

James Sullivan breaks down the geographical shift in our REIT exposure.       We adopt a valuation-led approach to investing; pursuing themes and asset classes that offer us significant upside potential, yet possess what we expect to be defensive characteristics on...
Read More

Surveying the investment landscape

by | 17th April 2018 | All Articles, Coram Funds, Market Update, MitonOptimal UK, Peter Geikie-Cobb | 0 Comments

Peter Geikie-Cobb provides an update on his market views and outlook for 2018       After a robust performance for risk assets in 2017, as a result of strong global economic growth driven by continued low interest rates and ample liquidity, the outlook for this year...
Read More

Press Release: Peter Geikie-Cobb to join MitonOptimal UK Limited

by | 4th April 2018 | All Articles, Coram Funds, James Sullivan, MitonOptimal Group, MitonOptimal UK, Press Releases | 0 Comments

MitonOptimal (UK) Ltd is pleased to report that Peter Geikie-Cobb will be joining the company from April 9th, 2018 to work alongside James Sullivan and the team across the multi-asset suite of funds and risk profiled model portfolios. Peter will adopt the title of...
Read More

MitonOptimal Asia granted a full capital markets licence from the Monetary Authority of Singapore (MAS)

by | 26th March 2018 | All Articles, All International News Articles, Eric Mellor, MitonOptimal Group, MitonOptimal Singapore, Press Releases | 0 Comments

PRESS RELEASE: MitonOptimal Asia, part of the MitonOptimal group of companies, is pleased to announce that it has recently been granted a full capital markets licence from the Monetary Authority of Singapore (MAS). Eric Mellor, Managing Director & Head of Portfolio...
Read More

MitonOptimal’s latest acquisition to create new Jersey presence

by | 12th March 2018 | All Articles, All International News Articles, Press Releases, Scott Campbell | 0 Comments

PRESS RELEASE:  MitonOptimal International, the Guernsey-headquartered discretionary fund management company, is delighted to announce that it has agreed the acquisition of Orchard Wealth Management Limited in Jersey, after receiving regulatory approval from the...
Read More

Trustnet Magazine – What I bought last

by | 23rd February 2018 | All Articles, MitonOptimal UK, Paul Warner, Trustnet | 0 Comments

Head of Portfolio Management Paul Warner discusses his most recent purchase with Trustnet Magazine   A fund with ‘Income’ as part of its name shouldn’t automatically preclude it from a portfolio whose aim is capital growth. In our SRI portfolios we are always looking...
Read More

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

Email

[email protected]

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.

Guernsey    |    South Africa    |    United Kingdom    |    Isle of Man    |    Singapore    |    Jersey