As we progress through the various stages of our lives, it’s natural that our requirements for that partner change and evolve. It’s often that we are looking for a certain “type”, whether that be someone adventurous, trouble-free or dependable.
Capital International Group places significant importance on nurturing our relationships with you, the intermediary. We work to understand your clients; we adapt to their requirements and strive to meet all their investment needs under one roof. No matter what your “type”, we can provide a suitable solution, whether that be by using our execution-only investment platform or by outsourcing decision-making to our expert investment management team. We can understand and adapt to you, becoming your perfect offshore partner.
The solid, reliable one
Operating from the Isle of Man for over 25 years, Capital International Group provides that all-important stability upon which a great long-term relationship can be built. With crown dependency status, the oldest parliament in the world and a thriving and highly regulated financial services sector, the island has a lot to offer. Alongside a local team in South Africa, Capital International Group can provide a gateway to this jurisdiction, helping your clients enjoy its many benefits with peace of mind over their investments.
The globetrotter
It’s a big, wide world out there and what better way to make the most of the opportunities available than by exploring with a well-travelled partner? At Capital International Group, our open architecture, execution-only investment platform can provide you with simplified access to all corners of the globe, with the ability to invest in assets across all major stock exchanges in a wide range of asset classes – the choice is virtually limitless. Not only that but in terms of our physical presence, Capital International Group is a truly international business, with offices around the world, including Cape Town and Johannesburg, and a client base of financial intermediaries and high-net-worth individuals spanning over 100 countries.
For South African investors looking to move money offshore, we know that there are many complex factors and considerations and that it is essential to find a partner that can take the stress out of the process and assist you and your clients on this journey. It is our collaborative approach that enables us to better understand your business, adapting to your unique requirements to ensure your needs always come first.
The low-maintenance type
We all know that relationships can be intense and demand lots of time and effort to maintain. However, depending on your circumstances, you may be looking for the exact opposite: a minimal-fuss partner that slots in seamlessly to your life yet manages to improve it immeasurably.
Using our online investment platform and our highly attentive service teams, a relationship with Capital International Group enables you to focus on adding value to your clients and their financial planning requirements. If you are looking for a low-maintenance way to invest, while reducing risk and freeing up your time to build better relationships with your clients, our discretionary investment management service team can take the stress out of the day-to-day management of your portfolios.
The high-flyer
To provide sustainable outperformance, we offer strategies and solutions to suit a range of client types. Our investment team possesses over 200 years of global industry experience and can be accessed by you and your clients at any point in the lifespan.
Through the strength of the team, our investment strategies have delivered consistent and strong risk-adjusted returns benchmarked against relevant peer group indices, helping intermediaries like you to meet the high-flying performance expectations of your clients.
A partner with simple solutions to complex problems
Complex factors abound when investing offshore and it’s essential to find a partner that can provide innovative solutions to various challenges that arise. While many advisors will traditionally make use of endowments to appropriately deal with situs, probate, taxation and costs, due to recent changes in the market because of globalisation these products are not necessarily fit for purpose.
Our investment team faced these same issues and with necessity being the mother of invention, the team built a single investment solution that deals with issues such as emigration, jurisdiction, situs and probate, among others.
Capital International Group’s “Kinesis Service”, with the issuance of Principal Contracts, allows advisors and investment managers to establish their investment strategy within a Principal Contract. This removes the issues of situs and provides complete investment flexibility, while retaining simplified administration, all from a single service provider with minimal cost. The Kinesis Service can provide tax efficiencies for South African investors too. In addition, it provides the investment manager with simplified administration and reporting, can be transported globally, and can address multiple clients’ needs in ways that traditional investment vehicles simply cannot.
By applying the same level of innovation that created the Kinesis Service, we ensure we are constantly evolving and investing in our offering to help intermediaries and their clients achieve their financial objectives. We recently adopted a Deed of Donation Mortis Causa (DMC) process framework. This allows an individual donor (the account owner) domiciled in South Africa to nominate a donee to receive the proceeds of their investment account after death.
The DMC ensures that the proceeds of the investment account are payable upon the death of the account owner (or, in the case of joint account owners, on the death of the last dying joint account owner) and there is no requirement for the completion of probate in the Isle of Man nor for the administration of estates process in South Africa via the Master’s Office, as assets donated under a DMC do not fall within the deceased’s probate estate.
Have you found your perfect partner?
Capital International Group offers the ultimate suite of investment options; from our open-architecture investment platform to our managed bespoke portfolios, we have solutions to suit a wide range of client types and investment needs.
We work closely and collaboratively with a broad spectrum of professional firms and advisory businesses, building trusted and transparent relationships, making us the perfect partner for investors looking to take their investments offshore.
Regulated investment activities are carried out on behalf of Capital International Group by its licensed member companies. Capital International Limited and Capital Financial Markets Limited are licensed by the Isle of Man Financial Services Authority. Capital International Limited is a member of the London Stock Exchange. CILSA Investments (Pty) Ltd (FSP No. 44894), trading as Capital International SA, is licenced by the Financial Sector Conduct Authority in South Africa. All subsidiary companies across both jurisdictions are represented under the Capital International Group brand.
