Scott Campbell

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

Global

Group

MitonOptimal Group

The MitonOptimal group of companies are independent multi-asset investment managers, majority owned by our management and directors. With a growing AUM of GBP700m, we employ over 70 staff across offices in Guernsey, South Africa, United Kingdom, Isle of Man and Singapore. Our primary business focus is the delivery of Discretionary Investment Management and Client Portfolio Management services to a global client base of intermediary and private clients, as well as a range of regulated funds.

Europe

Guernsey

MitonOptimal Guernsey

Our Guernsey office is focussed on delivering offshore Discretionary Fund Management (DFM), Private Client and Fund Management services to our global client base.

United Kingdom

MitonOptimal UK

Our UK office is focussed on delivering Discretionary Fund Management (DFM), Private Client, and Fund Management Services to the UK and across the EU, as well as offering a range of funds under our Coram Funds banner.

Africa

South Africa

MitonOptimal South Africa website

Our South Africa office are focussed on delivering Discretionary Fund Management (DFM), Private Client, Institutional Asset Consulting and Fund Management Services to the African Continent.

Our Singapore office is focussed on delivering customer support to our growing Discretionary Fund Management (DFM) and Private Client services clients in Asia.

Global

Group

Go to MitonOptimal Group

The MitonOptimal group of companies are independent multi-asset investment managers, majority-owned by our management and directors. We employ over 40 staff across offices in Guernsey, South Africa and the United Kingdom. Our primary business focus is the delivery of Discretionary Investment Management and Client Portfolio Management services to a global client base of intermediary and private clients, as well as a range of regulated funds.