Simplify your Investments with a Managed Portfolio Service
Whether you are a high net worth individual or a professional looking to invest for your clients, our investment 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.
Selecting and monitoring your own investment portfolio can be time consuming particularly if you want to make the most of market swings. Using a managed portfolio service can help to free up your time whilst making sure your strategy is continuously optimised. We can help you find the perfect investment strategy, no matter what your requirements. We have a range of investment portfolios including cautious, balanced and growth strategies which each focus on generating strong returns for our clients.
With over 150 years’ experience, our team of active managers make investment decisions based on rigorous research and market scanning. They can take the stress out of day-to-day portfolio management by optimising the asset allocation of your portfolio, navigating through volatile markets and ultimately delivering strong returns.
By taking a multi asset approach, our Investment managers work to create fully diversified portfolios which include funds, equities, fixed income assets and more. By combining a range of asset classes and investing across several geographies, our managers can reduce risk whilst maximizing the return potential.
Why choose our portfolio management service?
We get to know you
We work to understand your needs no matter how complex they are. Our in-depth, digital profiling tool, allows us to find an investment solution that is shaped by your life goals, beliefs and risk appetite.
Stay up to date
Take the foot off the pedal and let our investment specialists do all the work. With monthly reporting and direct access to a relationship manager, we are here to make investing easy.
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.
For a quarter of a century our investment strategies have delivered consistent and strong risk-adjusted returns benchmarked against relevant peer group indices.
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 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.
For a quarter of a century our investment strategies have delivered consistent and strong risk-adjusted returns benchmarked against relevant peer group indices.
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.
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.
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