Professional Discretionary Portfolio Management Services

Our team of experts can make managing your investments easier. Whether you're a high-net-worth individual or a professional overseeing investments on behalf of your clients our team can bring you peace of mind. By entrusting your investments to us, you'll have more time to focus on what matters most to you.
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The Benefits of a Managed Investment Portfolio

Opting for a team of experts to invest on your behalf presents a significant advantage. Choosing a discretionary portfolio management service involves entrusting skilled investment managers to handle your day-to-day investment decisions. These professionals spend a significant amount of time analysing and understanding the markets. They often work in teams of portfolio managers, each specialising in a specific area. At Capital, we have a team of portfolio managers who use an active investing process across our investment strategies. This helps you to stay on the right path towards reaching your financial goals. We constantly work to optimise your investments and maximise your returns.
We have a range of investment solutions with a full spectrum of risk-return profiles. This enables us to match your specific investment requirements and risk tolerance with precision.
We help you to manage your investment risk by diversifying your portfolio across various asset classes and geographies. This ensures 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 investment objectives 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. With the profiler you can also model different scenarios.
Regular reporting
Gain direct access to our discretionary investment management team and dedicated Relationship Manager. Stay informed about your portfolio's performance with our quarterly reports and enjoy 24/7 online access to track its progress.
A strong track record of returns
Our goal is to deliver optimal returns to our clients based on their risk profile. We measure our performance against relevant peer group professional investment management indices

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.
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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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