Miton Optimal
Julius Baer opens South African advisory office
Move prompted by SA market potential, which Swiss group plans to develop over long term
MitonOptimal launches Dublin-based DFM range
Asset manager’s new unitised funds will consist of three risk-rated portfolios
Miton Optimal to offer DFM services in Singapore
Cape Town-based Miton Optimal, a discretionary fund management specialist firm, has received a full capital markets licence from the Monetary Authority of Singapore.
MitonOptimal acquires Jersey wealth manager
Guernsey-headquartered asset management group MitonOptimal now has a presence in all three UK crown dependencies with the acquisition of Orchard Wealth Management.
Analysis: Political uncertainty keeps South African advisers in limbo
As South African financial advisers await the election of president Jacob Zuma’s successor with bated breath, where this political uncertainty leaves the implementation of the Twin Peaks reforms and the next phases of RDR is anyone’s guess.