Your Dedicated Portfolio Manager

Whether you are a high net worth individual or a professional looking to invest for your clients, our experts can help to take the stress out of managing your investments and free up your time to focus on what matters most to you.

Why choose a portfolio manager?

Using a portfolio manager can help to take the stress and work out of making day-to-day investment decisions. A dedicated investment manager has the experience, knowledge and time needed to steer your portfolio towards achieving your individual financial goals. At Capital International Group, our portfolios are managed by experts who are experienced in navigating market volatility and delivering strong returns. Our investment specialists use active management processes, where focus is placed upon diversifying the asset allocation whilst maximising returns.
Find the perfect solution: We work with you, using our digital investment profiler, to gauge your risk appetite and understand your long term return objectives.
A strong track record of returns: We measure the returns of all of our strategies against appropriate peer group benchmarks and have consistently outperformed over the last 5 years. Peer group benchmarks collect data from a range of different providers in the private client investment management industry to give effective comparisons.

Why choose us as your portfolio manager?

Regular Performance Updates
Remain informed and updated on the performance of your investment strategy. Log into our investment portal at any time as well as receiving quarterly digital valuations and investment insights from our team.
Access our team
You will have access to a dedicated relationship manager who will make sure you feel connected and informed.
Confidence in experience
Our portfolio managers have 150+ years of collective experience, knowledge and original investment insight.

Grow with an award winning company

Time in business

25+ years

Group employees

240+

Group clients

8,000+

AUA

USD 5bn

Our Core Strategy:

Creating more from Less

We invest in assets that consistently deliver greater value from ever fewer resources - this focus on productivity growth delivers superior investment performance that is sustainable for our clients, our communities and our environment.
Sustainable alpha

Sustaiability meets profitability

Our goal is to identify companies capable of increasing the value they create, whilst reducing the resources they consume. This means not only assessing profits and outputs, but looking closely at how efficiently a company operates, how well it manages resources and ultimately how sustainable its activities are.
Performance

Empowering financial futures

For a quarter of a century our investment strategies have delivered consistent and strong risk-adjusted returns benchmarked against relevant peer group indices.
Impact

Understand the impact of your portfolio

There's no need to choose between strong returns and sustainability - demand both. We believe that the companies committed to operating sustainably and with increasing efficiency will also deliver stronger long-term performance. Our Core Strategy aims to consistently outperform in both performance and sustainability.

Our Core Strategy: Creating more from less

Sustainability meets
profitability

Our goal is to identify companies capable of increasing the value they create, whilst reducing the resources they consume. This means not only assessing profits and outputs, but looking closely at how efficiently a company operates, how well it manages resources and ultimately how sustainable its activities are.

Empowering financial futures

For a quarter of a century our investment strategies have delivered consistent and strong risk-adjusted returns benchmarked against relevant peer group indices.

Understand the impact
of your portfolio

There's no need to choose between strong returns and sustainability - demand both. We believe that the companies committed to operating sustainably and with increasing efficiency will also deliver stronger long-term performance. Our Core Strategy aims to consistently outperform in both performance and sustainability.

What our clients say...

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

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

GBPensions

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

150+ years experience in managing client portfolios

Investment is the engine of prosperity and change.

For almost three decades we have been dedicated to making money work better, supporting governments, financial advisers, trustees and individuals to achieve their investment goals. Our team of highly qualified investment professionals have hundreds of years experience in managing investments, meeting client needs and delivering exceptional service. We are ever conscious of the trust you place in us and our responsibility to deliver for you.

David Long, Chief Investment Officer

Grow with an award winning company

Time in business

25+ years

Group Employees

200+

Group clients

8,000+

AUA

$5 billion+

Request a call with one of our specialists today