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.
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
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.
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.
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
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.
Signatory of Principles for Responsible Investment text with PRI logo showing stacked squares in green and blue gradient.
PLATINUM MPS
Issued 31/03/2026 for Spectrum Cautious GBP (formerly 'Responsible Income')
PLATINUM MPS
Issued 31/03/2026 for Spectrum Balanced GBP (formerly 'Responsible Real Return')
PLATINUM MPS
Issued 31/03/2026 for Spectrum Growth GBP (formerly 'Responsible Growth')
Multi-asset

Prism

A powerfully effective, risk-rated solution with ultimate flexibility. Shape your client’s portfolio based on their risk-return appetite and alter the strategy as their needs evolve.

Minimum investment:
£50,000
Currencies available: GBP, USD & EUR
Collectives

Fusion

Fusion targets attractive returns and provides broad diversification through a managed portfolio of funds and ETFs, spanning a range of geographies and asset classes.

Minimum investment:
£100K, $150K or €150K
Currencies available: GBP, USD & EUR
Directly Invested

Discretionary

We offer fully customisable investment portfolios built specifically to suit your client. We carefully combine client interests with innovative thinking to achieve consistently strong returns.

Minimum investment:
£100K, $150K or €150K
Currencies available: GBP, USD & EUR
View brochure
Multi-asset

PRISM

A powerfully effective, risk-rated solution with ultimate flexibility. Shape your client’s portfolio based on their risk-return appetite and alter the strategy as their needs evolve.
Minimum investment:
£50,000 (or currency equivalent)
Currencies available: GBP, USD & EUR
Collectives

Fusion

Fusion targets attractive returns and provides broad diversification through a managed portfolio of funds and ETFs, spanning a range of geographies and asset classes.
Minimum investment:
£100K, $150K or €150K
Currencies available: GBP, USD & EUR
Directly Invested

Discretionary Service

We offer customisable investment portfolios built specifically to suit your client. We carefully combine client interests with innovative thinking to achieve consistently strong returns.
Minimum investment:
£1,000,000 (or currency equivalent)
Currencies available: GBP, USD & EUR

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.

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

Strategies and funds 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.

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

Key contacts

Shane De La Haye

Portfolio Manager
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

Jon Proudfoot

Group Chief Investment Officer
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

Russell Waite

Investment Director
Helen Jones

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

Key contacts

Shane De La Haye

Portfolio Manager
Helen Jones

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

Key contacts

Russell Waite

Investment Director
Helen Jones

Helen Jones

Business Development Manager
Multi-asset

Prism

A powerfully effective, risk-rated solution with ultimate flexibility. Shape your client’s portfolio based on their risk-return appetite and alter the strategy as their needs evolve.

Minimum investment:
£50,000
Currencies available: GBP, USD & EUR
Collectives

Fusion

Fusion targets attractive returns and provides broad diversification through a managed portfolio of funds and ETFs, spanning a range of geographies and asset classes.

Minimum investment:
£100K, $150K or €150K
Currencies available: GBP, USD & EUR
Directly Invested

Discretionary

We offer fully customisable investment portfolios built specifically to suit your client. We carefully combine client interests with innovative thinking to achieve consistently strong returns.

Minimum investment:
£100K, $150K or €150K
Currencies available: GBP, USD & EUR
View brochure
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
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

Funds

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

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

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
As a Restricted Depositor, where a Trustee is an individual, they will need to certify that the assets of the trust are valued at a minimum of £500,000, excluding real property that is any person’s principal place of residence.
Jersey and the Isle of Man are self-governing British Crown Dependencies with a stable political environment.
Award-winning
As a Restricted Depositor, where a Trustee is an individual, they will need to certify that the assets of the trust are valued at a minimum of £500,000, excluding real property that is any person’s principal place of residence.
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.
30
Years in business
US$6.5bn
AUA
260+
Group employees
100+
Client locations

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
Head of Asset Management
Russell Waite
Investment Director
Jon Proudfoot
Group Chief Investment Officer
Ben Stott
Chief Operating Officer (Jersey)
Peter Bourne
Executive Director
Gary Hill
Investment Director
Shane De La Haye
Portfolio Manager
Jack Messervy
Associate Director
Lydia Stephens
Head of Sustainable Research
Chris Carter
Compliance Officer
Dougy Robertson
Investment Associate
Elyn De Sousa
Investment Operations Administrator
Vaishali Wadhwa
Investment Assistant
Connie Barnes
Operations Analyst
Antony Kelsey
Antony Kelsey
Managing Director - Asset Management
David Long
Co-Founder
James Penn
James Penn
Head of Equity
Sean Mills
Sean Mills
Senior Portfolio Manager
Matthew Seaward
Portfolio Manager
Helen Jones
Business Development Manager
Wendy Oliver
Wendy Oliver
Relationship Manager
Alena Vanek
Alena Vanek
Portfolio Administration Manager
Thomas Tsitsos
Portfolio Administrator
Annabel Ackers
Annabel Ackers
Business Development Support

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.
Gavin Parry
Managing Director - Capital International Limited
David Noon
Commercial Director
Gavin Parry
Investment Operations Director
Matheu Marshall
Finance Director
Gareth Brown
Head of Business Development - South Africa
Andy Tinnion
Business Development Senior Manager
Ashley Behrmann
Business Development Manager - South Africa
Ashley Behrmann
Business Development Manager - South Africa
Antony Kelsey
Antony Kelsey
Managing Director
David Long
Chief Investment Officer
Gavin Parry
Managing Director - Capital International Limited
Russell Waite
Investment Director
Ben Stott
Chief Operating Officer (Jersey)
Peter Bourne
Executive Director
Gary Hill
Investment Director
Jeremy Bridle
Managing Director - Capital Financial Markets
Jon Proudfoot
Chief Investment Officer (Jersey)
Helen Jones
Business Development Manager
Wendy Oliver
Wendy Oliver
Relationship Manager
Werner Alberts
Managing Director
Paul Atherton
Finance Director
The Rt hon. Mark Field
Non-executive Chairman
Andrew Lodge
Non-executive Director
Charlie Woolnough
Non-executive Director
Sharon Shimmin
Head of Business Development
Smiling woman with shoulder-length brown hair wearing a leopard print blouse against a white background.
Nikki Taylor
Head of Onboarding
Paul Smith
Head of Banking Operations
Patrick Greene
Head of Banking Operations
Antony Kelsey
Antony Kelsey
Managing Director
Russell Waite
Investment Director
Ben Stott
Chief Operating Officer (Jersey)
Peter Bourne
Executive Director
Gary Hill
Investment Director
Jon Proudfoot
Chief Investment Officer (Jersey)
Jon Proudfoot
Chief Investment Officer (Jersey)
Jon Proudfoot
Chief Investment Officer (Jersey)
Jon Proudfoot
Chief Investment Officer (Jersey)
Jon Proudfoot
Chief Investment Officer (Jersey)
Jon Proudfoot
Chief Investment Officer (Jersey)
Jon Proudfoot
Chief Investment Officer (Jersey)
Antony Kelsey
Antony Kelsey
Managing Director
David Long
Chief Investment Officer
Gavin Parry
Managing Director - Capital International Limited
Jeremy Bridle
Managing Director - Capital Financial Markets
Helen Jones
Business Development Manager
Wendy Oliver
Wendy Oliver
Relationship Manager
Wendy Oliver
Wendy Oliver
Relationship Manager
Wendy Oliver
Wendy Oliver
Relationship Manager
Wendy Oliver
Wendy Oliver
Relationship Manager
Wendy Oliver
Wendy Oliver
Relationship Manager
Wendy Oliver
Wendy Oliver
Relationship Manager
Wendy Oliver
Wendy Oliver
Relationship Manager