Future-ready strategies built for long-term growth

Make money work better by harnessing the power of forward-thinking asset management services.
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Triskelion

Our investment philosophy

Our investment philosophy is grounded in the belief that independent thinking and rigorous, in‑house research provide a strong foundation for long‑term value creation.
Independent by design
As an independent investment house, we form our own views, develop our own strategies, and manage portfolios internally from the bottom up. This allows us to maintain a clear, consistent approach to investing.
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An approach defined by quality and conviction
A single shared investment philosophy is applied in a distinct fashion across our strategies and their horizons. We act with clarity, confidence and conviction with deep analytical insights and expertise informing strategic investment decisions.
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Person standing on rocky cliff overlooking a sea of clouds with distant mountains at sunrise.
Driving sustainable outperformance
Rooted in Conscious Capital, our investment philosophy is driven by the belief that profitability and sustainability are not mutually exclusive ideas. Our view is that the companies positioned to deliver strong long-term performance are those committed to operating in a forward-thinking way
Learn more about Conscious Capital
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Person hiking alone on a wooden boardwalk path winding through dense green forest foliage.
Person hiking alone on a wooden boardwalk path winding through dense green forest foliage.
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Independent by design
As an independent investment house, we form our own views, develop our own strategies, and manage portfolios internally from the bottom up. This allows us to maintain a clear, consistent approach to investing.
Learn more about the Group
Arrow
Wall with Capital International logo and decorative frames containing green moss and plants.
An approach defined by quality and conviction
A single shared investment philosophy is applied in a distinct fashion across our strategies and their horizons. We act with clarity, confidence and conviction with deep analytical insights and expertise informing strategic investment decisions.
Learn more about our strategies
Arrow
Learn more about our strategies
Arrow
Person standing on rocky cliff edge overlooking a sea of clouds at sunrise or sunset.
Person standing on rocky cliff overlooking a sea of clouds with distant mountains at sunrise.
Driving sustainable outperformance
Rooted in Conscious Capital, our investment philosophy is driven by the belief that profitability and sustainability are not mutually exclusive ideas. Our view is that the companies positioned to deliver strong long-term performance are those committed to operating in a forward-thinking way
Learn more about Conscious Capital
Arrow
Person hiking alone on a wooden boardwalk path winding through dense green forest foliage.
Person hiking alone on a wooden boardwalk path winding through dense green forest foliage.
Independence

Independent by design

As an independent investment house, we form our own views, develop our own strategies, and manage portfolios internally from the bottom up. This allows us to maintain a clear, consistent approach to investing.
Conviction

An approach defined by quality and conviction

A single shared investment philosophy is applied in a distinct fashion across our strategies and their horizons. We act with clarity, confidence and conviction with deep analytical insights and expertise informing strategic investment decisions.
Conscious Capital

Driving sustainable outperformance

Rooted in Conscious Capital, our investment philosophy is driven by the belief that profitability and sustainability are not mutually exclusive ideas. Our view is that the companies positioned to deliver strong long-term performance are those committed to operating in a forward-thinking way.

Let's work together to meet your client's goals

Our investment profiling and projection technology helps you to document portfolio requirements and deliver the most suitable strategy for your clients even as their circumstances change over time.

Invest

With our dedicated account opening team, we can have you up and running quickly and efficiently. You and your client will gain access to our investment portal where you can manage and monitor your investments on-the-go.
Man with glasses sitting at a desk using a MacBook laptop in a modern office space.
Man with glasses sitting at a desk using a MacBook laptop in a modern office space.

Review

Keep your clients on track to achieve their goals by reviewing and continuously optimising their strategies. Manage evolving requirements or plan for life events - using our technology, we can help you to model the potential impact of any changes before you make them.
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Person standing on sunlit hillside overlooking misty mountain ranges in the distance.

Investment strategies to meet a range of client requirements

We provide a range of flexible solutions that can be tailored to align with your clients’ risk‑return objectives and investment time horizons.

Signature

Signature is a high conviction investment strategy anchored in rigorous in-house company research and disciplined asset selection. With a focus on developed markets, Signature invests across equities, bonds and funds, to deliver a unique, actively managed investment portfolio that can be tailored to various risk levels.
Minimum investment:
£1,000,000 (or currency equivalent)
Currencies available:
GBP, USD & EUR

Key contacts

James Penn

James Penn

Head of Equity
Helen Jones

Helen Jones

Business Development Manager

Spectrum

The Spectrum range applies our investment views and asset allocation via a diversified portfolio of funds, designed to navigate a range of market environments. The strategy features a curated combination of specialist fund managers, including a wide variety of exposures across regions, sectors and styles.
Minimum investment:
‍
£250,000 (or currency equivalent)
Currencies available:
‍
GBP, USD & EUR

Key contacts

Sean Mills

Sean Mills

Senior Portfolio Manager
Helen Jones

Helen Jones

Business Development Manager

Better World

Better World is a globally diversified, multi‑asset strategy designed to deliver strong long‑term performance while supporting meaningful global progress towards a more sustainable future. The strategy emphasises forward-looking themes, while viewing all investments through a financial and real‑world lens.
Minimum investment:
‍
£250,000 (or currency equivalent)
Currencies available:
‍‍GBP, USD & EUR

Key contacts

Sean Mills

Sean Mills

Senior Portfolio Manager
Helen Jones

Helen Jones

Business Development Manager

Prism

Prism is a powerfully effective, risk rated solution with ultimate flexibility. This strategy aims to deliver the optimal balance between risk and return over time through maximal diversification across a range of asset classes including equities, bonds, property and alternatives.  
Minimum investment:
‍£50,000 (or currency equivalent)
Currencies available:
‍GBP, USD & EUR

Key contacts

Matthew Seaward

Matthew Seaward

Portfolio Manager
Helen Jones

Helen Jones

Business Development Manager

Martello Global Equity Fund

This fund is offered by Capital International (Jersey) Limited. For more information about the Martello Global Equity Fund, please visit the Jersey area of our site.

CI Better World Growth Fund

This fund is offered by Capital International (Jersey) Limited. For more information about the CI Better World Growth Fund, please visit the Jersey area of our site.

Located in stable jurisdictions

With the group’s headquarters in the Isle of Man and an Asset Management office in Jersey, clients are assured that the teams managing their investments are based in reputable financial centres.
Highly regulated
The Isle of Man Financial Services Authority and the Jersey Financial Services Commission ensure financial services businesses adhere to strict regulatory frameworks.
Global reputation
Both the Isle of Man and Jersey have a long-standing global presence within the investment sector.
Political stability
The Isle of Man and Jersey are self-governing British Crown Dependencies with a stable political environment.
Award winning
The Isle of Man and Jersey are award winning jurisdictions within the global financial industry, winning multiple awards through the years.

Investment Strategies to meet a range of client requirements

We offer several solutions that can be shaped to meet your client’s risk-return profile.

Portfolios

Strategies

Signature

Signature is a high conviction investment strategy anchored in rigorous in-house company research and disciplined asset selection. With a focus on developed markets, Signature invests across equities, bonds and funds, to deliver a unique, actively managed investment portfolio that can be tailored to various risk levels.

Minimum investment:
£1,000,000 (or currency equivalent)
Currencies available:
‍
GBP, USD & EUR
Spectrum

The Spectrum range applies our investment views and asset allocation via a diversified portfolio of funds, designed to navigate a range of market environments. The strategy features a curated combination of specialist fund managers, including a wide variety of exposures across regions, sectors and styles.

Minimum investment:
£250,000 (or currency equivalent)
Currencies available:
‍
GBP, USD & EUR
Better World

Better World is a globally diversified, multi‑asset strategy designed to deliver strong long‑term performance while supporting meaningful global progress towards a more sustainable future. The strategy emphasises forward-looking themes, while viewing all investments through a financial and real‑world lens.

Minimum investment:
£250,000 (or currency equivalent)
Currencies available:
‍
GBP, USD & EUR
Prism

Prism is a powerfully effective, risk rated solution with ultimate flexibility. This strategy aims to deliver the optimal balance between risk and return over time through maximal diversification across a range of asset classes including equities, bonds, property and alternatives.

Minimum investment:
£50,000 (or currency equivalent)
Currencies available:
‍
GBP, USD & EUR

Funds

CI Better World Growth Fund

This fund is offered by Capital International (Jersey) Limited. For more information about the CI Better World Growth Fund please visit the Jersey area of our site.

Martello Global Equity Fund

This fund is offered by Capital International (Jersey) Limited. For more information about the Martello Global Equity Fund, please visit the Jersey area of our site.

Funds

Partner with an international financial services group

Founded in 1996, the Capital International group of companies is a multi-faceted financial services group serving clients across the globe.
Modern office lounge with people working on laptops at tables, circular ceiling lights, and large potted plants.

About Capital International

The Capital International group of companies offers a comprehensive suite of solutions, including an investment platform, asset management services, and a corporate bank. The group has offices in the Isle of Man, Jersey, Johannesburg, Cape Town, as well as a Representative Office in the Dubai International Financial Centre. The group operates an independent asset management business which brings together highly-qualified and experienced investment professionals to deliver market intelligence, active investment management and premium client service.
30
Years in business
US$6.5bn
AUA
260+
Group employees
100+
Client locations

What our clients say...

Free from committees and independently owned, not only can we be nimble in our investment decisions but can also offer our clients direct access to the managers making those decisions. We’re here to support our clients and believe in building strong, long-lasting relationships.
Speech Marks
Boal & Co have a long-standing relationship with CIG with a number of our clients using them as their investment platform. We have always found them to be professional, knowledgeable, and efficient.

Boal & Co

Speech Marks
From the start, Capital International Group understood our needs and offered a solution which they have been providing, with continual enhancements, ever since.

GBPensions

Speech Marks
Capital International is the easiest company I work with. They listen and pay attention to your needs. They are always responsive and proactive. I cannot recommend them enough.

Alconbury Trust

Meet our highly-experienced team

For a detailed overview of the subsidiaries within the Capital International group of companies, along with their respective directors, please visit our Regulatory Matters Page.
Antony Kelsey
Antony Kelsey
Managing Director - Asset Management
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David Long
David Long
Co-Founder
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James Penn
James Penn
Head of Equity
‍
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Sean Mills
Sean Mills
Senior Portfolio Manager
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Matthew Seaward
Matthew Seaward
Portfolio Manager
‍
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Helen Jones
Helen Jones
Business Development Manager
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Wendy Oliver
Wendy Oliver
Relationship Manager
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Alena Vanek
Alena Vanek
Portfolio Administration Manager
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Thomas Tsitsos
Thomas Tsitsos
Portfolio Administrator
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Annabel Ackers
Annabel Ackers
Business Development Support
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Antony Kelsey
Antony Kelsey
Head of Asset Management
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Russell Waite
Russell Waite
Investment Director
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Jon Proudfoot
Group Chief Investment Officer
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Ben Stott
Ben Stott
Chief Operating Officer (Jersey)
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Peter Bourne
Peter Bourne
Executive Director
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Gary Hill
Gary Hill
Investment Director
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Shane de la Haye
Shane De La Haye
Portfolio Manager
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Jack Messervy
Jack Messervy
Associate Director
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Lydia Parker
Lydia Stephens
Head of Sustainable Research
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Chris Carter
Chris Carter
Compliance Officer
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Dougy Robertson
Dougy Robertson
Investment Associate
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Elyn de Sousa
Elyn De Sousa
Investment Operations Administrator
Vaishali Wadhwa
Vaishali Wadhwa
Investment Assistant
Connie Barnes
Connie Barnes
Operations Analyst