Winner of Best International Platform

at the Investment International Awards

Investment International Awards 2024

Asset Management services from our team in Jersey  

Make money work better by harnessing the power of forward‑thinking asset management services.
Triskellion from the Capital International logo

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.
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.

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.

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

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.

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.
Multi-asset

Prism

Accordian Arrow

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.

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

Fusion

Accordian Arrow

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

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

Discretionary

Accordian Arrow

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.

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Minimum investment:
£100K, $150K or €150K
coins icon
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.
Prism Brochure Cover
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Minimum investment:
£50,000 (or currency equivalent)
coins icon
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.
Fusion Brochure Cover
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Minimum investment:
£100K, $150K or €150K
coins icon
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.
Sovereign Brochure Cover
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Minimum investment:
£1,000,000 (or currency equivalent)
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Currencies available: GBP, USD & EUR
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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.
02

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.
3D bar chart showing investment allocation with categories Cash (15%), Property (23.4%), Alternative Strategy (15%), Fixed Income (30%), and Equity (50%).
03

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.

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

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

Key contacts

Jon Proudfoot

Chief Investment Officer - Capital International (Jersey) Limited

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

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.​​
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Minimum investment:
US$100*
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Currencies available:
USD
* As part of a larger platform portfolio

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.
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Minimum investment:
£100*
coins icon
Currencies available:
GBP
* As part of a larger platform portfolio

Key contacts

Russell Waite

Investment Director

Helen Jones

Business Development Manager
Multi-asset

Prism

Accordian Arrow

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.

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

Fusion

Accordian Arrow

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

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

Discretionary

Accordian Arrow

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.

graph icon
Minimum investment:
£100K, $150K or €150K
coins icon
Currencies available: GBP, USD & EUR
View brochure
Signature
An circle with an arrow inside it

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.

graph icon
Minimum investment:
£1,000,000 (or currency equivalent)
coins icon
Currencies available: GBP, USD & EUR
Spectrum
An circle with an arrow inside it

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.

graph icon
Minimum investment:
£250,000 (or currency equivalent)
coins icon
Currencies available: GBP, USD & EUR
Better World
An circle with an arrow inside it

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.

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

Funds

Martello Global Equity Fund
An circle with an arrow inside it

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.​​

graph icon
Minimum investment: US$100*
coins icon
Currencies available: USD

*As part of a larger platform portfolio

CI Better World Growth Fund
An circle with an arrow inside it

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.

graph icon
Minimum investment:
£100*
coins icon
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.
Douglas bay in the evening in the Isle of Man

Global reputation

Both Jersey and the Isle of Man have a long-standing global presence within the investment sector.
The globe
Castle Rushen in the Isle of Man

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.
Douglas Bay with a Firework Display taking place
Highly regulated

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.

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.
Group employees

260+

Time in business

30th year

Client jurisdictions

100+

AUA

USD 6.5bn

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
Managing Director
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Russell Waite
Investment Director
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Jon Proudfoot
Chief Investment Officer - Capital International (Jersey) Limited
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Ben Stott
Chief Operating Officer (Jersey)
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Peter Bourne
Executive Director
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Gary Hill
Investment Director
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Shane De La Haye
Portfolio Manager
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Jack Messervy
Associate Director
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Lydia Stephens
Head of Sustainable Research
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Chris Carter
Compliance Officer
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Cristina Gonçalves
Investment Analyst
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Dougy Robertson
Investment Associate
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Elyn De Sousa
Investment Operations Administrator
Vaishali Wadhwa
Investment Assistant
Antony Kelsey
Managing Director - Asset Management
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David Long
Group Chief Investment Officer
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James Penn
Head of Equity
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Sean Mills
Senior Portfolio Manager
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Matthew Seaward
Portfolio Manager
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James Kneen
Trainee Portfolio Manager
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Helen Jones
Business Development Manager
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Wendy Oliver
Relationship Manager
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Alena Vanek
Portfolio Administration Manager
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Thomas Tsitsos
Portfolio Administrator
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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
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David Noon
Commercial Director
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Gavin Parry
Investment Operations Director
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Matheu Marshall
Finance Director
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Gareth Brown
Head of Business Development - South Africa
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Andy Tinnion
Business Development Senior Manager
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Ashley Behrmann
Business Development Manager - South Africa
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Ashley Behrmann
Business Development Manager - South Africa
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Antony Kelsey
Managing Director
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David Long
Chief Investment Officer
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Gavin Parry
Managing Director - Capital International Limited
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Russell Waite
Investment Director
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Ben Stott
Chief Operating Officer (Jersey)
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Peter Bourne
Executive Director
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Gary Hill
Investment Director
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Jeremy Bridle
Managing Director - Capital Financial Markets
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Jon Proudfoot
Chief Investment Officer (Jersey)
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Helen Jones
Business Development Manager
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Wendy Oliver
Relationship Manager
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Werner Alberts
Werner Alberts
Managing Director
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Paul Atherton
Paul Atherton
Finance Director
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The Rt hon. Mark Field
The Rt hon. Mark Field
Non-executive Chairman
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Andrew Lodge
Andrew Lodge
Non-executive Director
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Charlie Woolnough
Charlie Woolnough
Non-executive Director
Sharon Shimmin
Sharon Shimmin
Head of Business Development
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Nikki Taylor
Head of Onboarding
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Paul Smith
Paul Smith
Head of Banking Operations
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Patrick Greene
Head of Banking Operations
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Antony Kelsey
Managing Director
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Russell Waite
Investment Director
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Ben Stott
Chief Operating Officer (Jersey)
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Peter Bourne
Executive Director
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Gary Hill
Investment Director
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Jon Proudfoot
Chief Investment Officer (Jersey)
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Jon Proudfoot
Chief Investment Officer (Jersey)
LinkedIn logo
Jon Proudfoot
Chief Investment Officer (Jersey)
LinkedIn logo
Jon Proudfoot
Chief Investment Officer (Jersey)
LinkedIn logo
Jon Proudfoot
Chief Investment Officer (Jersey)
LinkedIn logo
Jon Proudfoot
Chief Investment Officer (Jersey)
LinkedIn logo
Jon Proudfoot
Chief Investment Officer (Jersey)
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Antony Kelsey
Managing Director
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David Long
Chief Investment Officer
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Gavin Parry
Managing Director - Capital International Limited
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Jeremy Bridle
Managing Director - Capital Financial Markets
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Helen Jones
Business Development Manager
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Wendy Oliver
Relationship Manager
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Wendy Oliver
Relationship Manager
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Wendy Oliver
Relationship Manager
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Wendy Oliver
Relationship Manager
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Wendy Oliver
Relationship Manager
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Wendy Oliver
Relationship Manager
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Wendy Oliver
Relationship Manager
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Learn more about our asset management services

Contact our team to get started with Capital International.

Make money work better 

Join an international financial services group with clients in 100+ countries.

Independent investment provider

Part of an International financial services group

Strategies to meet a range of client requirements

Digital Investment Profiler tool available

Portfolios managed by a highly qualified team

Decisions informed by proprietrary research