2020

In 2020 MitonOptimal restructured, with process and operations being aligned to support both entities MitonOptimal Portfolio Management (Pty) Ltd [MOPM] and MitonOptimal South Africa (pty) Ltd [MOSA] with one team – streamlining our focus, offering and...

2014

In 2014, MitonOptimal merged with Bond Street Financial Services and established MitonOptimal Portfolio Management (Pty) Ltd.

2010

Eagle Asset Management merged its operations with MitonOptimal in 2010 to form MitonOptimal South Africa (Pty) Ltd and Roeloff Horne joined the MitonOptimal Investment Team.

2005

In 2005 Optimal Fund Management merged with Miton Investments, a UK-authorised multi-manager. This is where the name MitonOptimal was born. MitonOptimal focused on providing global solutions through regulated investment vehicles to advisers and their clients. 2005...

2003

In 2003 the Bond Street Financial Services offering was extended to domestic investments – with the business providing support to advisers and their clients over a wide range of products and services. This is when the team started running Model Portfolios. Many of the...