To keep updated on COVID-19 (Coronavirus) you can visit www.sacoronavirus.co.za

WE PARTNER WITH ADVISERS –
DELIVERING FOCUSED
INVESTMENT SOLUTIONS,
EXPERTISE AND SUPPORT
SPECIFIC TO THEIR NEEDS

OUR MISSION IS TO PROVIDE ADVISERS WITH 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.

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.

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.

Mark O’Connor

Bwise Financial Solutions

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.

Leon Swart

Origin Financial

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.

Craig Shillaw

Signal Wealth

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

Go to MitonOptimal Group

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.