Founded in 2002, the MitonOptimal Group is owned by its management and directors. As an owner managed business, we believe the objectives and priorities of clients, staff and shareholders are much more closely aligned in a partnership model.
MitonOptimal Portfolio Management (CI) Limited is a wholly owned subsidiary of the MitonOptimal Group which specialises in providing portfolio management services for financial advisors, trustees and their clients.
As a team of highly experienced investment professionals, we understand the complex financial landscapes that advisors and trustees manage for their clients and are cognisant of the level of care and attention that is required when considering the suitability of a new investment manager.
MitonOptimal provides advisors with a choice of our fully tailored portfolios, international managed model portfolio solutions and our unitised multi-asset Core Fund range.
Our business has steadily grown, since its establishment in 2002, to approximately US$750m in assets under management. With offices in South Africa, Guernsey, Singapore and the Isle of Man we offer a global perspective and appreciate the importance of cultural as well as financial aspects of managing wealth.
Whether your clients are seeking wealth preservation for legacy planning purposes, capital growth or income generating portfolios you will have direct access to the key decision makers that sit on our International Investment Management Committee. We take a long-term approach to managing portfolios and invest time and care into building long-lasting relationships with advisors and their clients through face-to-face meetings, regular correspondence and open lines of communication.
MitonOptimal is a multi-asset manager that utilises a fund-of-funds approach to construct and actively manage portfolios. Drawing on identified skill strengths across the Group, we use a ‘best of both styles’ approach to portfolio construction. Our Macro views, generated from at least weekly, Group-wide discussion fora, drive both our Strategic (longer-term) and Tactical (short-term) asset allocation choices across mandates. In ‘populating’ those choices, our Guernsey team’s specialisation in detailed quantitative and qualitative analysis of fund managers, ensures that client money is deployed with managers of proven capability within their areas of specialisation.
MitonOptimal provides advisors and trustees with 3 distinct client options:
International Managed Model Portfolio Solutions (‘IMMPS’)
The MitonOptimal MMP solutions are designed to fit between our fully tailored discretionary portfolio services, normally reserved for high net worth individuals, trustees and family offices, and our unitised multi-asset Core Funds range. The key benefits of our model portfolios include:
- A choice of 5 risk rated portfolio solutions;
- Using inflation plus a risk adjusted return as a benchmark;
- Providing portfolio rationalisation and diversification;
- Exposure to 5 main asset classes – Equities, Fixed Interest, Alternative Strategies, Property & Cash;
- Available in USD/GBP/EUR for clients with US$50,000 (or currency equivalent) to invest; and
- With inbuilt liquidity features and annual management charges of 0.35%.
Unitised multi-asset DFM (‘Core Funds’)
Our Core Fund range enables investors to access cautious, diversified and aggressive investment strategies with a minimum subscription amount of £/$/€5,000 using the same investment philosophy as our discretionary model portfolios.
Tailored Discretionary Fund Management (‘DFM’)
MitonOptimal understands that large and more complex client scenarios can require bespoke asset allocations and investment strategies. We can tailor portfolios to fit the specific investment objectives and constraints of the client. This service can be adapted for clients using the Novia Global platform whereby MitonOptimal will design and develop a full discretionary model portfolio aligned your precise requirements.
Additional services available to advisors include outsourced asset allocation support, outsourced Chief Investment Officer and/or Investment Management Committee services, and the design and development of white-label solutions and additional models for advisors that intend to enter into a partnership agreement.
We have also introduced a low-cost review and recommendation service for advisors with existing client portfolios that may benefit from our in-house asset allocation expertise. In our experience, we find that this service can help advisors de-risk their businesses and importantly ensures that each asset allocation and investment strategy is suitable on a client by client basis.
You are welcome to contact Greg Easton at greg.e@mitonoptimal.com or telephone +44 (0) 1624 610750 for further information on our portfolio management services.
Primary Contacts:
Greg Easton, IMC
Managing Director (IoM) Limited - (Isle of Man)
Email: greg.e@mitonoptimal.com
Telephone: +44 (0) 1624 610750 / +44 (0) 7624 355313
Skpye: greg.r.easton
Phil Penrose
Director, International Sales - (Singapore)
MitonOptimal Asia PTE Limited
Email: phil@mitonoptimal.com
Telephone: +65 8288 8602
Further contacts:
Simon Sharrott
Investment Director (Guernsey)
Email: simon.s@mitonoptimal-ci.com
Telephone: +44 (0) 1481 740044
Mark Margetts-Smith
Group Head of Marketing
Email: mark.ms@mitonoptimal-ci.com
Telephone: +44 (0) 1481 740044
