Capital International Group (CIG) offers the ultimate suite of financial services designed to simplify asset and cash management for businesses, intermediaries and high net worth individuals. Founded over 25 years ago, the Group aims to deliver the most effective solutions to meet individual short and long-term financial goals, including an open architecture investment platform, discretionary investment management services and a digital corporate banking service.
Headquartered in the Isle of Man and with offices in Jersey and South Africa, CIG’s dedicated team of 240+ employees serves an international client base and collectively manage over $5-billion in AUA for clients located in over 100 countries. CIG recognises the importance of building trusted, transparent relationships and works with a broad spectrum of professional firms and advisory businesses, each of which has specific and constantly evolving needs.
DFM: the search for Sustainable Alpha
At the heart of their DFM business is CIG’s Sustainable Alpha philosophy. Sustainable Alpha is the quality CIG looks for when assessing new investment opportunities across all their discretionary managed investment strategies. CIG is essentially looking for assets capable of consistently increasing the value they create while reducing the resources they consume. This is a tried and tested method for identifying assets positioned to deliver sustainable outperformance over the long term. In the Group’s view, profitability and sustainability are not mutually exclusive ideas.
Capital International Group’s investment solutions
For a quarter of a century, CIG’s investment strategies have delivered consistent and strong risk-adjusted returns benchmarked against relevant peer group indices. Our strategies aim to consistently outperform benchmarks over their given time horizon. We measure our strategies against appropriate peer group benchmarks and have consistently outperformed over the last five years.
CIG offers several solutions that can be shaped to meet your clients’ needs:
- Multi-Asset Service: Prism – A powerfully effective, risk-rated solution with ultimate flexibility. Shape your clients’ portfolios based on their risk-return appetite with the ability to alter strategies as their needs evolve.
- Model Portfolio Service: Fusion – Fusion targets attractive returns and provides broad diversification through a managed portfolio of funds and ETFs.
- Discretionary Service: A fully customisable investment portfolio built specifically to suit your client, our Discretionary Service combines careful consideration of client interests with original and innovative thinking to achieve consistently strong returns.
Using their in-house investment profiling and projection technology, CIG can help you to model the potential impact of any changes to your strategy over time, assisting to keep your clients on track to achieve their goals by reviewing and continuously optimising their strategies. With a dedicated account-opening team, CIG can have you up and running quickly and efficiently, where both you and your client gain access to their state-of-the-art investment portal to manage and monitor your investments on-the-go.
Client protection
Capital International Limited is regulated by the Isle of Man Financial Services Authority, who are responsible for the regulation and supervision of financial services. An award-winning jurisdiction, the island has a long-standing global presence within the life assurance and investment sectors. In addition, all client monies and assets are held on trust in segregated accounts or in CIG’s separate nominee company, Capital International (Nominees) Limited (CINL). CIG’s nominee company is not permitted to do anything other than simply hold cash and assets for clients and the client always retains 100% beneficial ownership. The investment management business operates in the Isle of Man and in Jersey via Martello Asset Management Limited authorised by the Jersey Financial Services Commission. Activity in South Africa is delivered via regulated businesses which are authorised as Financial Services Providers by the Financial Sector Conduct Authority.
Portfolios built for prosperity
CIG’s team of investment specialists oversee their investment portfolios with the aim of maximising returns. Collectively, the team possesses over 200 years of industry experience and can be accessed at any point in the lifespan of your clients’ investment. Our collaborative approach enables us to better understand your business, adapt to its unique requirements and ensure that your client needs come first.
