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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All International News Articles Archives - MitonOptimal UK Limited
Why now is the time to buy US Treasuries

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 tightening by the Federeal Reserve. In addition,

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

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

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 Management (MitonOptimal Asia) stated that “MitonOptimal has maintained a client support office in the

MitonOptimal’s latest acquisition to create new Jersey presence

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 Jersey Financial Services Commission. Orchard Wealth Management Limited is led by highly respected Fund Manager Richard Harwood, who will be joining the MitonOptimal Group board

Coram Asset Management is to change its name to MitonOptimal (UK) Ltd

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). James Sullivan, Director at MitonOptimal (UK) Ltd, commented ‘Since the acquisition of Coram by MitonOptimal

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.