MitonOptimal Portfolio Management (UK) Limited

Asset Allocation – Alternative Funds

One aspect of our multi-asset fund asset allocation that has historically taken up a lot of airtime during investment committee meetings is that of the ‘alternative’ sector, which can often be rather subjective in its interpretation and the subsequent merits about inclusion in the portfolios questioned. My own views are not necessarily representative of the

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

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

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 bespoke portfolio management offering, complementing the existing model portfolio service and multi-asset fund range. CIP, an

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.

Isle of Man

MitonOptimal IOM

Our Isle of Man office is focussed on delivering offshore Discretionary Fund Management (DFM) and Private Client Services to our global client base.

Africa

South Africa

MitonOptimal South Africa

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.

Asia

Singapore

MitonOptimal Singapore

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

MitonOptimal Assets Under Management (AUM)