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

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.

Seeing the value in cash-happy Japanese companies

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’

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)

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

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

“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

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.

“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

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

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

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...


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.