WE PARTNER WITH ADVISERS –
EXPERTISE AND SUPPORT
SPECIFIC TO THEIR NEEDS
A DISCRETIONARY FUND MANAGER IN SOUTH AFRICA
As a Discretionary Fund Manager (DFM) our mission is to provide advisors with peace of mind that their clients’
investments are expertly managed; peace of mind that their onboarding, compliance, reporting and regulatory
responsibilities are in order and peace of mind that they have an experienced investment partner to lean on
in all market conditions.
WATCH: INDEXATION SOLUTIONS
Roeloff Horne (Head of Portfolio Management) and Gavin Betty (Non-Executive Director of MitonOptimal Holdings and Chair of the Investment Committee) discuss the two indexation Collective Investment Schemes we manage and offer the SA market.
Their discussion covers what the funds are, why they differ from other indexation solutions and how the investment process is implemented in practice.
OUR LATEST THOUGHTS
We stay focused on the client, and MitonOptimal back us up with excellent and compliant discretionary fund management. It has proven to be a great partnership for Bwise and a compelling value proposition for our clients.
We sleep easier, knowing that MitonOptimal is our trusted investment management partners, taking care of our clients’ investments as part of our holistic offering to care for our clients.
There are many DFMs in the market and they prey on ignorance and fear. We believe that MitonOptimal enter into a long term relationship that is built on trust and a knowledge of what their client needs and go the extra mile to add value. MitonOptimal are professional but approachable and completely satisfy our needs.