Investment Management

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Portfolios built for Prosperity

We help you to achieve your clients' investment goals with strategies for sustainable performance.
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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.

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

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.
Learn more
Hear from our Chief Investment Officer
Performance

Empowering your client's future

For a quarter of a century our investment strategies have delivered consistent and strong risk-adjusted returns benchmarked against relevant peer group indices.
View our performance reportsGet in touch
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.
Learn moreGet in touch

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.
Learn more
Hear from our Chief Investment Officer

Empowering your client's future

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

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.
Learn moreGet started
Sustainable
alpha
Performance
Impact

Harness our Core Strategy 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.
01

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.
Hear from our CIO
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 state-of-the-art investment portal where you can manage and monitor your investments on-the-go.
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 solutions to meet a range of client requirements

Each driven by our core strategy, we offer several solutions that can be shaped to meet your client’s needs.
Multi-asset
Collectives
Directly Invested
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:
£50k (or currency equivalent)
Currencies available: GBP, USD & EUR
See performanceView brochure
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
See performanceView brochure
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 equvalent)
Currencies available: GBP, USD & EUR
View brochure
Multi-asset

Prism

Collectives

Fusion

Directly Invested

Discretionary

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
View brochureSee performance
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
View brochureSee performance
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
View brochure

What our clients say...

Get in touch
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.
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 over 150 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

Group employees

200+

Time in business

25+ years

Group accounts

8,000+

AUA

USD 4bn

The latest insights from our investment team

Access our Quarterly Investment Review for an update from our investment team. Find out more about the global events and trends driving their decision making through a range of content including:
  • Articles
  • Videos
  • Podcasts
Access the Investment ReviewGet in touch

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