Discretionary Management Panel Members
QB Partners specialise in providing technical support on offshore pensions and other areas of related planning. We believe that investment management should be left to the experts.
Although trustees have to have ultimate control over investments, they will accept recommendations from the client and the client's investment adviser. One of the most tax efficient ways of holding investments within an offshore pension is through an offshore custodian. All of the discretionary managers on QB Partner's Panel use offshore custodians.
Full details for each Panel Member are available when you become a member.
MitonOptimal Portfolio Management (CI) Limited
Founded in 2002, the MitonOptimal Group is owned by its management and directors. As an owner managed business, we believe the objectives and priorities of clients, staff and shareholders are much more closely aligned in a partnership model.
MitonOptimal Portfolio Management (CI) Limited is a wholly owned subsidiary of the MitonOptimal Group which specialises in providing portfolio management services for financial advisors, pension trustees and their clients.
As a team of highly experienced investment professionals, we understand the complex financial landscapes that advisors and pension trustees manage for their clients and are cognisant of the level of care and attention that is required when considering the suitability of a new investment manager.
MitonOptimal provides advisors with a choice of our fully tailored portfolios, managed model portfolio solutions and our unitised multi-asset Core Fund range.
Please see the attached article - The Value and Importance of Portfolio Reviews.
- Dedicated support phone line and direct access to our technical staff
- 10% discount on all reports