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.
BENEFITS OF A MODEL PORTFOLIO
Head of Portfolio Implementation, Rugshana Salie, unpacks the three key benefits we believe model portfolios provide advisers.
OUR LATEST THOUGHTS
MANAGING GEOPOLITICAL THREATS & IDENTIFYING OPPORTUNTIES
Head of Portfolio Management, Roeloff Horne, chats to Paul Bosman, of Granate Asset Management,...
JANUARY 2024 | MARKET & PORTFOLIO COMMENTARY
In January, the global economic landscape reflected continuity from the preceding month, with the...
NAVIGATING GEOPOLITICAL RISKS: PORTFOLIO INSURANCE & OPPORTUNITIES
Head of Portfolio Management, Roeloff Horne, chats to Evan Walker and Steven Hurwitz, of 36ONE,...
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.
Please note: the only social media platforms used by MitonOptimal are LinkedIn and Twitter/X. MitonOptimal will not use any social media platforms to transact with advisors or investors. Should you suspect any fraudulent activity or suspicious interactions, please get in contact with our team mail@mitonoptimal.com
Great Westerford, Suite 202,
South Wing, 2nd Floor, 240 Main Road,
Rondebosch, 7700, South Africa
© 2023 MitonOptimal.
All rights reserved
