What is Global Portfolio Management?

Global portfolio management involves selecting assets that are spread across international markets. Instead of holding a domestic portfolio which is limited to a single geography, global portfolios provide greater diversification within the portfolio, reduce the risk of only being exposed to one market and allow you to access liquidity across multiple jurisdictions.
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What is the advantage of global portfolio management?

Global portfolio management can broaden your investment reach and return. However, it requires a deep understanding of the market in which the investment is placed in. Using a discretionary investment manager can bring you access to and expertise of a world of investment opportunities.
At Capital, our dedicated investment management team have over 150 years’ collective industry experience to deliver a diversified global portfolio based on your circumstances and objectives.
By using a global portfolio management service, you will benefit from a team monitoring the markets, actively managing the portfolio and maximising your returns to help you to meet your long-term objectives.

Why use our international portfolio management service?

Active managers
Grow your wealth without having to lift a finger. We do all the research, monitor the global markets, actively manage the portfolio to seek the optimal returns for you.
Peace of mind
With monthly reporting and direct access to a relationship manager, you can take the stress out of your investments and focus on the more important things in life.
Suitability
Every investor has different objectives and goals. With our in-depth profiling tool, we can tailor the perfect investment strategy for you, shaped by your risk appetite, time frame and objectives. Our goal is to grow your wealth and deliver the optimal returns on your investments.

Grow with an award winning company

Time in business

25+ years

Group employees

200+

Group clients

8,000+

AUA

$5 billion+

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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