WELCOME TO YOUR
ADVISER PORTAL
This is an area designated for Bwise advisers. Here you will find all reporting, marketing material as well as operational support.
For quotes, comparisons or any queries, please contact us at dfmservice@mitonoptimal.com.
REPORTING
MONTHLY MODEL PORTFOLIO SHEET
WEALTH CORE ENHANCED INCOME PORTFOLIO SHEETS
CLIENT ONBOARDING
MANDATE
INVESTMENT COMMITTEE MEETINGS
Your next ICM is scheduled for: TBC
GLOBAL MACRO WEBINAR
PRESENTATIONS
WATCH THE LATEST ICM
JUSTIFICATION NOTES
View your latest justification notes here:
REQUEST HISTORICAL REPORTS
LISP AVAILABILITY
The Bwise Models are currently available on the following platforms.
 |
 |
 |
THOUGHTS FROM OUR INVESTMENT COMMITTEE
14 JUNE 2022
This week's investment meeting centered around inflation - following the 'much worse than expected' inflation numbers out of the US. The team unpacked possible responses from the...
7 JUNE 2022
This week we provide a short technical analysis summary based on ‘very’ short-term signals, followed by a team effort to discuss our ‘best investment ideas’ considering...
31 MAY 2022 | A FOOT IN BOTH CAMPS
Signals are much more bullish after the week’s upward trend. It’s still very short term in nature and difficult to ascertain if this is a change in trend or just a minor...
MARKETING
EDUCATION HUB
AN INTRODUCTION TO CRYPTOCURRENCY
RISING FROM THE CRYPT: A brief case study into Cryptocurrency Throughout history there have been numerous financial bubbles typified by exuberance at their zenith. However, ...
WHAT IS A TAX FREE SAVINGS ACCOUNT
Tax Free Savings Accounts (TFSA) were introduced in 2015 with the main purpose of incentivising and encouraging household savings. They are designed to be an investment vehicle...
AN INTRODUCTION TO INDEXATION
Fund managers who make use of ‘indexation’ try to find more structured and ‘rules-based’ ways to invest. This is in contrast to the more ‘active’ management styles where fund...
For quotes, comparisons or any queries, please contact us at dfmservice@mitonoptimal.com
Great Westerford, Suite 202,
South Wing, 2nd Floor, 240 Main Road,
Rondebosch, 7700, South Africa
