OUR MISSION IS TO PROVIDE
ADVISERS WITH PEACE OF MIND

ABOUT US

MitonOptimal is an independent, owner-managed investment management business delivering focused

investment solutions and support to enable advisers to meet their clients’ Investment objectives.

We partner with advisers, sharing the investment decision-making and administration with them. This partnership affords advisers

time – time to focus on the critical aspects of their business – whilst the investment research, due diligence, implementation,

administration and reporting is conducted by a dedicated team of specialists.

Our investment philosophy is unashamedly simple, “diversification, through unconstrained global asset allocation, within an

absolute return mindset”, with the aim of achieving our clients’ objectives, through the management and control of risk.

WHAT ADVISERS GAIN

The overarching gain that partnership with MitonOptimal provides advisers is peace of mind.
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. These responsibilities are becoming increasingly time and resource intensive, with the implications of errors increasingly severe.

• TIME • COST EFFICIENCIES • INFLUENCE
• TRACK RECORD • KNOWLEDGE • DEPTH

WHY PARTNER WITH US

As a Discretionary Fund Manager, we partner with financial advisers to support them in meeting their clients’ investment objectives.

We respect the relationship between financial advisers and their clients and seek only to assist advisers in meeting their clients’ investment objectives.

Our focus is on providing financial advisers with the tools, support and expertise they need to fulfil their obligations – never infringing on the relationship between an adviser
and their client.

 

WHAT DIFFERENTIATES US

INDEPENDENT

As an owner-managed business we are nimble and react quickly to effect changes when required.

We stand by our products and ability – with our team investing their personal money into our solutions.

FLEXIBLE

We pride ourselves on building lasting partnerships with advisers – working with them to create the most appropriate investment solutions and service for their unique practices.

EXPERIENCE

We have been managing money for nearly 20 years with an investment committee which has an average industry experience of more than 25 years.

PERSONAL

We are a personal business and take pride in forging close relationships with our clients – we are always willing to assist where we can.

EXPERTISE

We have specific expertise in indexation having monitored these strategies for over 6 years – utilising them in our solutions where appropriate to the benefit of our investors.

ACCOUNTABLE

We provide a full audit trail of optimisation, due diligence and implementation – for which we hold ourselves accountable.

OUR CULTURE

We are a personal, close-knit team that takes pride in forming strong relationships with our colleagues, clients, stakeholders and
suppliers. We enjoy the responsibility of stewardship of our clients’ affairs and will continually seek to solve challenges and add value
across the spectrum of the services we provide.

OUR HISTORY

MitonOptimal as it stands today is the result of various businesses aligning their skills and vision to provide advisers in South Africa with a unique offering. Over the last 20 years the business has adapted to the changing world – continuously innovating for the benefit of our advisers and their clients.

2000
2002
2003
2005
2010
2014
2020

2000

Bond Street Financial Services commenced business in 2000. The founders included Roeloff Horne, Francois Van Heerden, Willie Kotzee and the late Steve Stewart. The initial objective of the business was to provide advisers with guidance and support on investing offshore. With Roeloff Horne as CIO, the business boasted extensive expertise and knowledge of the offshore landscape and products available.

2002

Optimal Fund Management was founded by the late Scott Campbell in 2002. Regulated by the Guernsey Financial Services Commission, the company offered a range of offshore multi-asset portfolios to the SA market through a representative office in SA.

2003

In 2003 the Bond Street Financial Services offering was extended to domestic investments – with the business providing support to advisers and their clients over a wide range of products and services. This is when the team started running Model Portfolios. Many of the original Bond Street team remain in the business today.

2005

In 2005 Optimal Fund Management merged with Miton Investments, a UK-authorised multi-manager. This is where the name MitonOptimal was born. MitonOptimal focused on providing global solutions through regulated investment vehicles to advisers and their clients. 2005 also saw the establishment of Eagle Asset Management. Founded by Roeloff Horne and Gavin Scholz (a current Non-Executive Director) with Bond Street as a shareholder, the business offered a range of Unit Trusts to the SA market and selected business partners.

2010

Eagle Asset Management merged its operations with MitonOptimal in 2010 to form MitonOptimal South Africa (Pty) Ltd and Roeloff Horne joined the MitonOptimal Investment Team.

2014

In 2014, MitonOptimal merged with Bond Street Financial Services and established MitonOptimal Portfolio Management (Pty) Ltd.

2020

In 2020 MitonOptimal restructured, with process and operations being aligned to support both entities MitonOptimal Portfolio Management (Pty) Ltd [MOPM] and MitonOptimal South Africa (pty) Ltd [MOSA] with one team – streamlining our focus, offering and operations.

CLIENT TESTIMONIALS

MitonOptimal has been our preferred Discretionary Investment manager for the last 13 years. MitonOptimal’s rigorous investment process has resulted in our clients avoiding investment pitfalls and thereby achieving their investment goals.

Ezra De Beer

Assurenet

MitonOptimal het ons in ‘n posisie geplaas om ons kliënte in meer gediversifiseerde portefeuljes te belê wat uit verskeie straategiëe bestaan en waar veranderinge binne die portefeuljes betyds gebeur. Alle kliënte se beleggins word op dieselfde manier bestuur ongeag die grootte van die kliënt.

Guillaume Oberholzer

BVSA

Chalford Wealth appointed MitonOptimal as their Discretionary Fund Manager in 2014. The relationship based on total trust and integrity has gone from strength to strength. 

Jayden Loots

Chalford Wealth Management

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Great Westerford, Suite 202,
South Wing, 2nd Floor, 240 Main Road,
Rondebosch, 7700, South Africa

MitonOptimal South Africa (Pty) Limited is an Authorised Financial Services Provider Licence No. 28160, regulated by the Financial Sector Conduct Authority (FSCA) - Registration No. 2005/032750/07.
MitonOptimal Portfolio Management (Pty) Limited is an Authorised Financial Services Provider Licence No. 734, regulated by the FSCA – Registration No. 2000/000717/07.