CONTACT US
Please note: the only social media platform used by MitonOptimal is LinkedIn. 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

CELEBRATING 25 YEARS IN PARTNERSHIP WITH ADVISERS

As we celebrate 25 years, 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 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. We look forward to providing peace of mind for advisers for the next 25 years and beyond.

CORE ASTUTE RANGE

Hedge Fund Model Portfolios

George Dell joins AssetTV’s Mosidi Modise in a Boutiques Connect video to discuss our Core ASTUTE Range of Model Portfolios. This range consists of two portfolios constructed using only local SA absolute return and hedge funds:
  • ASTUTE Guarded CPI +4% 
  • ASTUTE Bold CPI +6%
LEARN MORE ABOUT THE ASTUTE RANGE

OUR LATEST THOUGHTS

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

mail@mitonoptimal.com
021 689 3579

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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.

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