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WE PARTNER WITH ADVISERS –
DELIVERING FOCUSED
INVESTMENT SOLUTIONS,
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.
George Dell, Executive Director of Discretionary Fund Management, speaks to Asset TV about our journey, how we set ourselves apart and our range of services.
CORE MODELS NOW AVAILABLE ON
The Core Model Portfolio Range is now available on iTransact targeting
CPI +2% | CPI +3% | CPI +4% | CPI +5%
Contact us to find out more about investing in these models:
OUR LATEST THOUGHTS
AUGUST 2023 | MARKET & PORTFOLIO COMMENTARY
August posed significant challenges for both fund managers and their clients. Global financial...
THE INVESTMENT DEN 2023 | ASSET TV
THE INVESTMENT DEN Head of Portfolio Management, Roeloff Horne, chats to Asset TV South Africa to...
JULY 2023 | MARKET & PORTFOLIO COMMENTARY
The month of July saw some interesting moves by Central Banks with a subsequent weakening of the...
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.
Great Westerford, Suite 202,
South Wing, 2nd Floor, 240 Main Road,
Rondebosch, 7700, South Africa
© 2023 MitonOptimal.
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