Who we are

The Capital International group of companies is an independent asset management, investment platform and corporate banking provider headquartered in the Isle of Man with additional offices in South Africa and Jersey. Founded in 1996, the Group employs over 240 people and has approximately US$5 billion in Assets under Administration. 

 

Capital International Limited is part of the Capital International group of companies and is a member of the London Stock Exchange.  

 

As its relationships with trust and corporate service providers have grown, Capital International has developed a deep understanding and practical experience of complex planning structures across jurisdictions for multi-generational and institutional clients. 

 

Within Capital International’s asset management business, our focus is on providing dependable discretionary management solutions. We specialise in serving financial intermediaries, trustees and corporate service providers. 


We understand the changing and challenging regulatory and operational issues that trustees are managing and are aware that the provision of services to trustees with clients from emerging markets has become more difficult.

Our asset management services are designed to simplify and de-risk investment processes giving trustees more time to focus on their wider fiduciary responsibilities. 

 

As a family-owned company, we understand the dynamics of family-led firms and are ideally placed to support other single and multi-family offices. Often this may be through the provision of our in-house equity analysis, the formation or shaping of asset allocation strategies or through enabling direct access to markets. 

 

Being headquartered in the Isle of Man, we benefit from a stable political environment and are part of a strong wider financial services ecosystem. 

 

Asset management services are also provided through our Jersey business, Capital International (Jersey) Limited.

What we do

Whether the client is seeking capital preservation, growth or income, we can provide a portfolio to suit a trustee's Investment Policy Statement using our state-of-the-art profiling tool to analyse risk tolerance and investment objectives over specified investment horizons. 

 

Our multi-currency investment strategies include high conviction and focused direct equity and bond portfolios, model portfolios of collective investments and risk-rated multi-asset strategies. We also advise the appointed adviser to the Martello Global Equity Fund.  

 

Our experienced investment team has an excellent long-term performance track record of managing private client and institutional portfolios successfully for over 25 years through bull and bear markets. Importantly, fiduciary professionals and private clients benefit from direct access to our active investment decision makers. 

 

We pride ourselves on producing in-depth, knowledgeable and insightful research, which forms the bedrock of our investment analysis. Our goal is to deliver performance that is sustainable, not only for our clients but also for the planet and society.


Regulated investment and banking activities are undertaken by Capital International Group Limited's licensed subsidiary companies. 

 

Capital International Limited, Capital Financial Markets Limited, and Capital International Bank Limited, are licensed by the Isle of Man Financial Services Authority. Capital International Limited is a member of the London Stock Exchange.  

 

Capital International, Capital International Asset Management, and Capital International Investment Platform are trading names of Capital International Limited. Capital International is a trading name of Capital Financial Markets Limited. 

 

Capital International Bank Limited is a wholly owned subsidiary of Capital International Group Limited (www.capital-iom.com), a privately owned financial services group based in the Isle of Man and operates as a non-retail, restricted deposit taker under a Class 1 (2) licence. Deposits are not covered by the Isle of Man Depositors’ Compensation Scheme and terms and conditions apply. Capital International Bank and Capital International are trading names of Capital International Bank Limited. Capital International Bank Limited is also licensed by the South African Reserve Bank Prudential Authority to conduct the business of a Representative Office in South Africa.   

 

CILSA Investments (Pty) Ltd (FSP No. 44894) trading as Capital International SA, is authorised by the Financial Sector Conduct Authority in South Africa. 

 

Capital International (Jersey) Limited is regulated by the Jersey Financial Services Commission. Capital International and Capital International Asset Management are trading names of Capital International (Jersey) Limited. Capital International (Jersey) Limited (FSP No. 51164) is authorised by the Financial Sector Conduct Authority in South Africa.

Strategies

Fusion £

Centralised

MANDATES
  • Horizon 3+ • low

  • Horizon 5 • medium

  • Horizon 8 • high

  • ESG • medium

Sov £

Centralised

MANDATES
  • Horizon 4 • medium

Fusion $

Centralised

MANDATES
  • Horizon 3+ • low

Sov $

MANDATES
  • Horizon 6 • high