MitonOptimal Portfolio Management (CI) Limited

Who we are

The MitonOptimal Group is an owner managed business that specialises in providing tailored portfolio solutions for private client practitioners. Our business has steadily grown, since its establishment in 2002, to approximately US$830m in assets under management.

 

As a team of highly experienced investment professionals, many of whom have worked in a fiduciary environment, we understand the complex financial landscapes that trustees and advisors 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.

 

With offices in Guernsey, South Africa, 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. In addition to our primary locations we are also actively managing client relationships in Switzerland, the Caribbean, Europe, Africa, the Middle East and across Asia.

What we do

Our suite of private client services includes fully tailored discretionary portfolios, model portfolio solutions and a multi-asset fund range. Advantages of working with MitonOptimal include:
• Direct access to our investment expertise;
• Full online access to portfolios ;
• Market leading portfolio management fees;
• Dedicated service from our experienced team; and
• A global approach to portfolio management.
Most of our private clients will be invested via a trust or company structure and our typical portfolio size ranges from $500,000 up to $5m, however, we have consciously set our minimum portfolio size for discretionary portfolios at $250,000 as we appreciate that private client practitioner’s often need discretionary solutions that are now unavailable from larger private banks and investment managers.
We are purely asset allocators and our singular focus is on managing investment portfolios. We do not provide any banking or fiduciary services and are therefore ideally placed to provide a truly independent service.
Whether you are seeking wealth preservation for legacy planning purposes, capital growth or income generating portfolios we will provide you with direct access to the key decision makers that sit on our Investment Management Committee.
As an independent business we are able to accommodate a wide range of business or client specific requests, whether that relates to portfolio construction for complex situations or the provision of bespoke model portfolio solutions designed to meet a range of client needs. We are also able to provide Chief Investment Officer and Investment Management Committee functions for partners who wish to retain closer control of the investment decision making process.
We take a long-term approach to managing portfolios and invest time and care into building long-lasting relationships with our clients through face-to-face meetings, regular correspondence and open lines of communication.
We invite you to add MitonOptimal to your TMPI Whitelist and would be pleased to hear from you should you wish to consider our services for your clients.

Contacts

Greg Easton, IMC
Channel Islands; Switzerland; Europe; the Caribbean
Managing Director (Isle of Man)
greg@mitonoptimaliom.com
+44 (0) 1624 619180 / +44 (0) 7624 355313

Philip Penrose
Asia; Africa; the Middle East; Latin America
Director, International Sales
phil@mitonoptimal.com
+65 6222 0489 / +65 8288 8602