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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MitonOptimal UK Limited - Model Portfolio and DFM specialists
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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 £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.

MitonOptimal’s latest acquisition to create new Jersey presence

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...

Trustnet Magazine – What I bought last

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...

A brief note post market volatility

James Sullivan provides an update following February's bout of market volatility.   Often, after a market wobble, we’re inundated with the usual rhetoric from investment houses, proclaiming that the volatility had been expected, and the fact it’s actually welcomed by...

Press Release: MitonOptimal to acquire UK investment advisory business

MitonOptimal is delighted to announce that it has agreed the acquisition of Central Investment Planning “CIP” in order to enhance its investment capabilities. With assets under advice exceeding £100m, the acquisition of CIP will enable MitonOptimal to develop its...

Prediction is very difficult, especially about the future

“Prediction is very difficult, especially about the future” Niels Bohr (1885 – 1962)     In keeping with the famous quote above, our outlook for stock markets in 2018 is unashamedly honest; it’s very difficult to predict. However, we have an opinion of course, and one...

UK REITS: Unlocking the value

One doesn’t have to be aggressively bullish on UK property to find value in the likes of British Land.   In 2002, Laxey Partners, a London based activist investor, launched an offensive against British Land (BLND) in order to unlock and realise value for shareholders...

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 crisis....

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...


MitonOptimal UK Limited
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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.