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Introduction
Welcome to MitonOptimal’sDFM Discussions – a series of podcasts dedicated to providing key market insights, industry information and regulatory analysis.
MitonOptimal is a Discretionary Fund Manager in South Africa. As a DFM we add independence to the wealth management process by making investment decisions on behalf of (or in some instances in conjunction with) Financial Advisors who mandate us to act for their clients.
Our mission at MitonOptimal is to provide Financial Advisors with peace of mind. 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.
Our podcasts will feature conversations with experts covering a range of topics – all aimed at providing our listeners with engaging and digestible content to assist in their market, industry and regulatory knowledge. We hope you enjoy our discussions – and please let us know if there is a topic you would like us to cover.
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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By MitonOptimalWelcome to MitonOptimal’sDFM Discussions – a series of podcasts dedicated to providing key market insights, industry information and regulatory analysis.
MitonOptimal is a Discretionary Fund Manager in South Africa. As a DFM we add independence to the wealth management process by making investment decisions on behalf of (or in some instances in conjunction with) Financial Advisors who mandate us to act for their clients.
Our mission at MitonOptimal is to provide Financial Advisors with peace of mind. 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.
Our podcasts will feature conversations with experts covering a range of topics – all aimed at providing our listeners with engaging and digestible content to assist in their market, industry and regulatory knowledge. We hope you enjoy our discussions – and please let us know if there is a topic you would like us to cover.
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.