MitonOptimal Portfolio Management

Finance · South Africa · 11-50 Employees

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Overview

Headquarters

240 Main Rd, Rondebosch, 7700, South Afr...

Phone Number

+44 1225632250

Revenue

$16.2 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About MitonOptimal Portfolio Management

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 Groups 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 serviceRead more
Popular SearchesMitonOptimal Portfolio Management (CI) LtdMitonOptimal GroupMitonOptimal International LtdMitonOptimal Portfolio ManagementMitonOptimal Portfolio Management( CI) LtdSIC Code 62,628NAICS Code 52,523Show more

MitonOptimal Portfolio Management Org Chart

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Head of Finance

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Head of Equities

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Portfolio Administrator

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Discretionary Investment Specialist

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

MitonOptimal Portfolio Ma...

$16.2M
11-50
Private
-
2002
CW
Cheryl WernerHead of Finance
$25.8M
51-200
Private
-
2008
Kv
Kallie van VuurenRegional General Manager
$7.4M
11-50
Private
-
2003
N/A
$6.2M
11-50
Private
-
2010
$5.2M
11-50
Private
-
2004
BO
Beah OberholsterClient Portfolio Analyst
<$5M
11-50
Private
-
1996
Mustapha Sodangi, Chief Operating Officer at Inverness Asset Management
Mustapha SodangiChief Operating Officer
<$5M
11-50
Private
-
1967
SN
Sanjay NambiarChief Operations Officer
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Company Profile Activity

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Activity Insights

MitonOptimal Portfolio Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

MitonOptimal Portfolio Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about MitonOptimal Portfolio Management.

MitonOptimal Portfolio Management Tech Stack

A closer look at the technologies used by MitonOptimal Portfolio Management

MitonOptimal Portfolio Management News & Media

  • Ravenscroft to acquire MitonOptimal Group's Chaell Islands' operation

    Ravenscroft to acquire MitonOptimal Group's Chaell Islands' operation Submitted 22/11/2021 - 9:59am Ravesncroft has announced plans to acquire the Channel Islands’ operation of MitonOptimal Group. The investment services group, which has offices in Guernsey, Jersey and the UK and last year expanded into the Isle of Man, has entered into an agreement to purchase MitonOptimal Portfolio Management (CI) Limited and Verity Life Limited. The deal, which is for an undisclosed sum, is subject to regulat
  • Ravenscroft to acquire MitonOptimal Group's Channel Islands' operation

    Ravenscroft to acquire MitonOptimal Group's Channel Islands' operation Submitted 22/11/2021 - 9:59am Ravesncroft has announced plans to acquire the Channel Islands’ operation of MitonOptimal Group. The investment services group, which has offices in Guernsey, Jersey and the UK and last year expanded into the Isle of Man, has entered into an agreement to purchase MitonOptimal Portfolio Management (CI) Limited and Verity Life Limited. The deal, which is for an undisclosed sum, is subject to regula
Read more news

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Frequently Asked Questions Regarding MitonOptimal Portfolio Management

What is MitonOptimal Portfolio Management's official website?
MitonOptimal Portfolio Management's official website is www.mitonoptimal.com
What is MitonOptimal Portfolio Management's Revenue?
MitonOptimal Portfolio Management's revenue is $16.2 Million
What is MitonOptimal Portfolio Management's SIC code?
MitonOptimal Portfolio Management's SIC: 62,628
What is MitonOptimal Portfolio Management's NAICS code?
MitonOptimal Portfolio Management's NAICS: 52,523
How many employees does MitonOptimal Portfolio Management have?
MitonOptimal Portfolio Management has 11-50 employees
What industry does MitonOptimal Portfolio Management belong to?
MitonOptimal Portfolio Management is in the industry of: Finance, Securities Trading
What is MitonOptimal Portfolio Management competition?
MitonOptimal Portfolio Management top competitors include: The Beaufort Group, Portfolio Management Services, Finefair, Inverness Asset Management
What companies has MitonOptimal Portfolio Management acquired?
MitonOptimal Portfolio Management has acquired the companies: Argyll Investment Services, Minerva Fund Managers, Coram Asset Management, Central Investment Planning
What technology does MitonOptimal Portfolio Management use?
Some of the popular technologies that MitonOptimal Portfolio Management uses are: WooCommerce, WordPress.org, PHP, Cloudflare Website Optimization
How do I contact MitonOptimal Portfolio Management?
MitonOptimal Portfolio Management contact info: Phone number: +44 1225632250 Website: www.mitonoptimal.com
What does MitonOptimal Portfolio Management do?

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 inves... tment 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 Groups 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.Read More

Is MitonOptimal Portfolio Management a public company?
MitonOptimal Portfolio Management is private company therefore does not currently have an official ticker symbol
See more information about MitonOptimal Portfolio Management

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