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MitonOptimal Portfolio Management (CI

MitonOptimal Portfolio Management (CI

The MitonOptimal Group of Companies The MitonOptimal Group of companies are independent multi-asset investment managers, owned by its management and directors. We employ over 50 staff across offices in Guernsey, South Africa, Singapore, and the Isle of Man. With combined assets under management of approximately US$700m, our highly experienced investment management team has been investing MitonOptimal client money for over a decade. We offer a wide range of global investment advisory services, model portfolios and regulated funds to our clients, via well-established and regulated distribution channels across Europe, Asia, the Middle East and Africa. Scott Campbell, the Group’s Managing Director and Chief Investment Officer, initially established MitonOptimal in 2002. Today, focussing on our primary service offering of Advisory Services and Fund Management, we provide a wide range of collective investment schemes, bespoke / discretionary fund management (DFM) investment management services and asset consulting services that cater for a broad spectrum of private clients, independent financial advisers, family offices and institutional clients around the globe. In our role as Investment Managers and Fund Managers, the common denominator across all of our products and services is Global Multi-Asset Management. Our investment philosophy is unashamedly simple, “diversification, through unconstrained global asset allocation, within an absolute mindset”. We are a closely knit team of professionals that recognize the importance of focus. That focus does not simply translate to our approach to investment management services, it also reflects our strong belief in offering our clients face to face, personalised relationships with their investment manager. We treat the client exactly how we would wish to be treated.

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About MitonOptimal Portfolio Management (CI

Founded

2002

Estimated Revenue

$10M-$50M

Employees

51-250

Category

Industry

Investment Management

Location

City

Bath

State

Bath and North East Somerset

Country

United Kingdom

Tech Stack (25)

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