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$1.2 Bn in assets under management and 65 staff, many of whom are stakeholders in the business.
As a team of highly experienced investment professionals, 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, Jersey, the Isle of Man, Singapore, the United Kingdom and South Africa 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 the Caribbean, Europe, LATAM, Africa, the Middle East and across Asia.

What we do

As a business we are entirely focused on investments. We do not provide banking, fiduciary, legal or tax services. This enables us to provide independent and importantly unconflicted services. We provide a defined range of Trustee Care Services (TCS).

TCS1: Tailored Portfolio Management
We provide full discretionary portfolio management solutions for clients with specific investment objectives. Whether you are seeking capital preservation, growth or income we will construct a tailored portfolio to meet your client’s particular requirements.

TCS2: Model Portfolio Solutions
Our Model Portfolio Solutions are available across USD, GBP and EUR. The models have been optimised to target inflation plus a risk-adjusted return and provide a viable solution for smaller clients that might otherwise not have access to a discretionary manager.

TCS 3: CIO Services and IMC Formation
For clients that do not wish to fully out-source the management of their liquid assets we can provide an in-sourced Chief Investment Officer service and can assist in the formation of an Investment Management Committee or the provision of Advisory Services.

TCS4: Direct Access to Investment Decision Makers
All trustees that use our services have direct access to our investment committee members ensuring that you and your clients know the reasons for our active management and asset allocation decisions. By sharing our investment thinking directly, trustees need not be reliant on ‘relationship managers’ that may lack investment knowledge.

TCS5: Dedicated and Knowledgeable Support
As our services to trustees have grown we have developed an understanding and practical experience of complex planning structures across jurisdictions. We are cognisant of regulatory and tax compliance burdens that trustees manage. Our TCS are designed to simplify and de-risk investment processes giving trustees more time to focus on their wider fiduciary responsibilities.

We invite you to add MitonOptimal to your MPI Focus List and would be pleased to hear from you should you wish to consider our Trustee Care Services for your clients.

Contacts

Greg Easton, IMC
Channel Islands; Switzerland; Europe; the Caribbean
Director – International Business Development
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