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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.

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Our Services

Investment Advisory Services

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Model Portfolio Services

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Multi Asset Funds

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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 50 staff across offices in Guernsey, South Africa and the United Kingdom, with combined assets under management of approximately £818m. 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

Stockholm syndrome

by | 8th July 2020 | James Sullivan, Optimal Multi Asset Funds | 0 Comments

James Sullivan considers where the biting point is between stimulus and market valuations and whether our collective trust in central banks is misplaced.

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Seeing the wood and the trees

by | 10th June 2020 | James Sullivan, Liam Wyatt, Optimal Multi Asset Funds | 0 Comments

Liam Wyatt and James Sullivan look at where forestry fits within a ‘responsible’ thematic allocation.

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Investing for good: Social Inequality

by | 27th May 2020 | Model Portfolio Services, Sarah Warner, SRI | 0 Comments

In our latest ‘Investing for good’ report, Sarah Warner examines how our investments address the issues borne out of social inequality.

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Fund Manager bulletin video (May)

by | 5th May 2020 | James Sullivan, Video | 0 Comments

As the ongoing pandemic evolves, James Sullivan offers an update on our outlook and positioning in our latest bulletin video. 

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An update on COVID-19: Market analysis

by | 1st May 2020 | MPS, Paul Warner | 0 Comments

Paul Warner provides an update on the COVID-19 pandemic and analyses how markets have reacted thus far.

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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

Regulatory Information
MitonOptimal UK is a trading name of AB Investment Solutions Limited. AB Investment Solutions is a subsidiary of Alpha Beta Partners Limited.  Registered in England and Wales No. 09138865.  Authorised and regulated by the Financial Conduct Authority.

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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].

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