Discretionary Portfolio Management

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.
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The Benefits of Discretionary Portfolio Management

Using a discretionary portfolio management service means allowing professional investors to make day to day investment decisions on your behalf. These professionals dedicate huge amounts of time to analysing and understanding the markets and usually work as part of a team of portfolio managers where each member has their own area of expertise. The benefit of allowing a team like this to invest on your behalf is that their collective insight and understanding surpasses what an individual investor could achieve by themselves. Across all of our investment strategies, our team of portfolio managers employ an active investing process, helping you to keep your portfolio on track to achieve your financial goals.
We have a wide-range of solutions with a full spectrum of risk-return profiles. This enables us to match your specific investment requirements and risk tolerance with precision.
We diversify your portfolio over several asset classes and geographies to spread the investment risk and ensure greater resilience against market swings and volatility.

Why Choose Our Discretionary Investment Management Service?

We get to know you
Our specialist team will work to understand your requirements and long term goals no matter how complex they are. Use our state of the art digital profiling tool to discover the most suitable investment strategy and model different scenarios.
Regular reporting
Gain direct access to our discretionary investment management team and dedicated Relationship Manager. Stay up to date with the performance of your portfolio, with our quarterly reports and 24/7 online access to your portfolio.
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.

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+

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