Simplify Your Investments with Discretionary Fund Management

We can help you to take the stress out of the day to day management of your investments.
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What is Discretionary Fund Management?

A Discretionary Fund Manager or ‘DFM’ is employed to buy and sell investments on your or your client’s behalf. At Capital International Group, we have a dedicated discretionary management team with over 150 years’ experience in delivering portfolios based upon a client’s individual circumstances and objectives. We can help you to take the stress out of making day to day investment decisions with a team that constantly monitors the markets in order to maximise client returns.
More time: One of the main benefits of discretionary Investment management is that it frees up your time, reduces your admin and allows you to focus on more important things.
Suitability: We work with you, using our digital profiling tools, to gauge your risk appetite, understand your return objectives and ultimately, find the optimal investment solution for you.

Why choose us as your Discretionary Fund Manager?

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.
Regular performance updates
Remain informed and updated on your investment portfolio's performance. Log into our investment portal at any time to view your performance. Additionally, all of our clients receive quarterly digital valuations and investment insights from our team of portfolio managers.
A global network of clients
We serve clients across the globe including financial advisors, Trustees, corporate service providers and high net worth individuals to name a few.

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.
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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.
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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.
More on our impactGet started

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.
More on Sustainable alphaGet started

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.
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.
More on our impactGet started
Sustainable
alpha
Performance
Impact

What our clients say...

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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

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