Asset Management services from our team in Jersey

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

Person standing on rocky cliff overlooking a sea of clouds with distant mountains at sunrise.

Winner of Best International Platform

at the Investment International Awards

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.

Learn more about the Group

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

Man in blue blazer giving a market review presentation to an audience in a conference room.

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

Person hiking alone on a wooden boardwalk path winding through dense green forest foliage.

Independent by design

Learn more about the Group

An approach defined by quality and conviction

Learn more about our strategies

Driving sustainable outperformance

Learn more about Conscious Capital

Independence

Independent by design

Get in touch

Conviction

An approach defined by quality and conviction

Learn more

Conscious Capital

Driving sustainable outperformance

Learn more

Issued 31/03/2026 for Spectrum Cautious GBP (formerly 'Responsible Income')

Issued 31/03/2026 for Spectrum Balanced GBP (formerly 'Responsible Real Return')

Issued 31/03/2026 for Spectrum Growth GBP (formerly 'Responsible Growth')

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.

Set goals

Use our simple but hugely powerful investment profiling tools to set goals for your clients and plan a suitable strategy to achieve them. With the ability to factor in future changes to your clients' circumstances, our technology allows you to model scenarios and project expected outcomes over multiple phases of investment.

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.

View our strategies

Three people sitting in a modern office waiting area with plants and paintings on the wall.

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.

Person stood on hill looking into the distance

Person standing on sunlit hillside overlooking misty mountain ranges in the distance.

Strategies and funds to meet a range of clientrequirements

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

Strategies

Signature

Signature is a high conviction 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

Learn more about Signature

Key contacts

Shane De La Haye

Portfolio Manager

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

Learn more about Spectrum

Key contacts

Jon Proudfoot

Group Chief Investment Officer

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

Learn more about Better World

Key contacts

Russell Waite

Investment Director

Helen Jones

Business Development Manager

Martello Global Equity Fund

The Martello Global Equity Fund offers investors a high-conviction, actively managed global equity solution, combining disciplined, rule-based stock selection with a flexible, style-agnostic approach. Managed by an experienced team, the fund focuses on 20-30 of the team’s best ideas, aiming to deliver consistent, repeatable returns across market cycles.

Minimum investment:
‍US$100*

Currencies available:
USD

* As part of a larger platform portfolio

Learn more about the Martello Global Equity Fund

Key contacts

Shane De La Haye

Portfolio Manager

Helen Jones

Business Development Manager

CI Better World Growth Fund

The fund invests in companies and projects with the intention to generate a positive social and/or environmental impact, alongside long-term growth. With global allocation a multi-asset basis, the strategy targets capital growth alongside 8 impact themes aligned to the UN Sustainable Development Goals.

Minimum investment:£100*

Currencies available:
GBP

* As part of a larger platform portfolio

Learn more about the CI Better World Growth Fund

Key contacts

Russell Waite

Investment Director

Helen Jones

Business Development Manager

Signature

Minimum investment:
£1,000,000 (or currency equivalent)

Currencies available:
‍GBP, USD & EUR

Learn more about Signature

Spectrum

Minimum investment:
£250,000 (or currency equivalent)

Currencies available:
‍GBP, USD & EUR

Learn more about Spectrum

Better World

Minimum investment:
£250,000 (or currency equivalent)

Currencies available:
GBP, USD & EUR

Learn more about Better World

Funds

Martello Global Equity Fund

Minimum investment: US$100*

Currencies available:
‍USD

*As part of a larger platform portfolio

Learn more about the Martello Global Equity Fund

CI Better World Growth Fund

Minimum investment:
£100*

Currencies available:
‍GBP

*As part of a larger platform portfolio

Learn more about the CI Better World Growth Fund

Asset management teams based in Jersey and the Isle of Man

With an asset management office in Jersey and the group's headquarters located in the Isle of Man, our clients are assured that the teams managing their investments work from secure financial centres.

Highly regulated jurisdictions

The Jersey Financial Services Commission and the Isle of Man Financial Services Authority require financial services businesses adhere to strict regulatory frameworks.

Global reputation

Both Jersey and the Isle of Man have a long-standing global presence within the investment sector.

Political stability

Jersey and the Isle of Man are self-governing British Crown Dependencies with a stable political environment.

Award-winning

Jersey and the Isle of Man are award winning jurisdictions within the global financial industry, winning multiple awards through the years.

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.

People working on laptops at tables in a modern office space with tall plants, circular ceiling lights, and geometric wall panels.

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.

Years in business

US$6.5bn

AUA

260+

Group employees

100+

Client locations

Get the latest investment insights

Momentum in Sustainability: Jersey's Financial Sector Leads the Charge

Russell Waite

August 27, 2026

Momentum in Sustainability: Jersey's Financial Sector Leads the Charge

Capital International Group Appoints Jon Proudfoot as Group Chief Investment Officer

Capital International

July 28, 2026

Bringing Sustainable Finance to Life: Business Innovations and Investments

Russell Waite

July 22, 2026

Bringing Sustainable Finance to Life: Business Innovations and Investments

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.