Capital International Group

Who we are

The Capital International Group (CIG) is an independent owner-managed investment business headquartered on the Isle of Man with offices in South Africa. Founded in 1996 CIG employs 148 professionals and has approximately US $4 Billion Assets under Administration.

Capital International Limited (CIL), part of the Capital international Group is a member of the London Stock Exchange and has approximately US$1 Billion Assets under Discretionary Management.

In August 2019 CIB Limited, part of the Capital International Group was awarded a provisional class 1(2) banking licence, the first 1(2) licence to be issued on the Isle of Man under the Alternative Banking Regime.

As relationships with trust and corporate service providers have grown CIL has developed an understanding and practical experience of complex planning structures across jurisdictions for multi-generational and institutional clients.

CIL's focus is on providing dependable investment, custody and cash management solutions. Our online platform enables fiduciary professionals and private clients to access their accounts whenever and wherever needed.

Capital International specialise in providing services to trustees and corporate service providers.

We are cognisant of the changing and challenging regulatory and operational issues that trustees are managing. We are also aware that the provision of services to trustees with clients from emerging markets has become more difficult particularly for sub $5m accounts.

As an Isle of Man based business with offices in South Africa we are comfortable with managing higher risk client mandates and can often assist with the provision of cash management solutions.

We are active across the following jurisdictions:

• Isle of Man, Jersey and Guernsey
• South Africa and Mauritius
• Switzerland and Monaco
• Malta and Gibraltar
• LATAM and the Caribbean
• Asia
• Middle East

Our 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 Group with 3 generations working within the business 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 headquarted on the Isle of Man we benefit from an apolitical environment, access to Government, economic stability, a benign climate and an experienced and knowledgeable workforce.

What we do

Whether you are seeking capital preservation, growth or income CIL will provide a portfolio to suit a trustee's Investment Policy Statement using its advanced proprietary modelling and profiing tool to analyse risk tolerance and investment objectives over specified investment horizons.

CIL's multi-currency investment strategies include direct equity and bond portfolios (Sovereign), model portfolios of collective investments (Fusion) and risk-rated multi-asset strategies (PRISM).

CIL's experienced investment team has an excellent long term performace track record of managing private client and institutional portfolios successfully for over 20 years through bull and bear markets. Importantly, fiduciary professionals and private clients benefit from direct access to our active investment decision makers.

We believe that the optimal risk-return balance occurs where investment objectives and return requirements overlap with a client's risk tolerance. To find this balance, we consider two important rules of investment. Firstly some risks can be reduced or eliminated simply through diversification. Secondly, for a well-diversified portfolio, the net impact of risk tends to diminish with time and therefore it is important to consider carefully the investment time horizon for any portfolio.

We pride ourselves on producing in-depth, knowledgeable and insightful research, which forms the bedrock of our investment analysis. We aim to excel in terms of the accuracy of our analysis, conviction, tenacity, and boldness in terms of tactical positioning.