CELEBRATING 25 YEARS IN PARTNERSHIP WITH ADVISERS
As we celebrate 25 years at, we take pride in our journey of growth, resilience, and unwavering commitment to our clients. Since our founding in 2000, we’ve worked hard to become a trusted Discretionary Fund Manager in the South African financial services industry, dedicated to providing independent, expert investment management and support to financial advisers. Our success has always been grounded in long-lasting partnerships, offering more than just investment expertise. We provide comprehensive regulatory guidance, operational support, and innovative solutions that empower advisers to help their clients achieve financial goals with confidence.
Over the past quarter-century, we’ve faced challenges, embraced industry changes, and continuously pushed the boundaries of service delivery. Our flexibility, depth of knowledge, and commitment to excellence have earned us a reputation as a trusted partner in wealth management. Thank you for being part of our journey. Here’s to the next 25 years of growth, success, and strong partnerships.
MANAGED LIVING LIFE ANNUITY
Blended Retirement Solution
MitonOptimal and Just SA have collaborated to create an innovative retirement solution providing investors a stable income and the opportunity for potential growth. In this video George Dell discusses how this solution works, the innovation embedded in it and how advisers can access it.
CORE ASTUTE RANGE
Hedge Fund Model Portfolios
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ASTUTE Guarded CPI +4%
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ASTUTE Bold CPI +6%
INTRODUCING A BLENDED RETIREMENT SOLUTION
MitonOptimal & Just SA, retirement income specialist, have collaborated to create an innovative retirement solution providing investors a stable income and the opportunity for potential growth. In this video, George Dell, Executive Director – Discretionary Fund Management and Paul Truscott, Senior Business Development Manager at Just SA, discuss how this solution works, the innovation embedded in it and how advisers can access it.
OUR LATEST THOUGHTS
ASSET TV ROUND TABLE | RETIREMENT INCOME PLANNING
What does retirement planning look like today? In this AssetTV Round Table discussion, Executive...
QUARTERLY MARKET INSIGHTS | Q1 2026
At MitonOptimal we take asset allocation (AA) very seriously, taking into consideration both...
MARCH 2026 | MARKET AND PORTFOLIO COMMENTARY
Global Market Overview March was defined by a single, sharp macro shock: the outbreak of conflict...
CLIENT TESTIMONIALS
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.
Proud winner of the Best Servicing Award at the 2025 Citywire DFM Awards
Great Westerford, Suite 202,
South Wing, 2nd Floor, 240 Main Road,
Rondebosch, 7700, South Africa
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