Portfolio management and investment strategies
MitonOptimal has announced the appointment of Donald Beggs as a Portfolio Manager to its growing team.
Prior to joining MitonOptimal Donald he was in the Securities and Investment arena for a variety of investment and asset managers, latterly for over 11 years at a local stockbroker, where he was Senior Dealer.
Mr Begg's new role will involve him in managing a portfolio of clients and their investments and contributing to the investment strategies formulated by MitonOptimal Group. He will also form part of the local management team and be responsible for the growth and development of the business.
Alan Blythe, MitonOptimal’s Isle of Man Managing Director, says Donald brings a wealth of experience that we will find useful in the coming months and years as we look to build our profile both locally and internationally.
Donald is a Chartered Member of CISI and holds the CISI Level 4 Diploma in Investment Advice and can be contacted on (01624) 619180 or email@example.com
MitonOptimal Portfolio Management (IOM) Limited is a member of the MitonOptimal Group, a discretionary fund management, advisory and asset management business. The Isle of Man office was established in 2017 following the merger into the group of Blythe Financial, a well-known and long established Chartered Financial Planning business.