Capital International Group

Name

Capital International Group

Legal name

Capital International Group Limited

Website

https://capital-iom.com

Company type

Private

Founded year

1996

Operating status

Operating

Headcount range

101–250 employees

Short description

Capital International Group is a privately held, Isle of Man-based financial services holding company offering an investment platform, discretionary asset management, and corporate banking to high net worth individuals, businesses, and financial intermediaries across 100+ countries via licensed subsidiaries in four jurisdictions.

Ownership category

akta.pro rank

Product category

Wealth Management and Investment Platform Services

NAICS

Portfolio Management and Investment Advice (523940), Open-End Investment Funds (525910), Other Investment Pools and Funds (5259), Commercial Banking (522110)

SIC

Security Brokers, Dealers & Flotation Companies (6211), Investment Advice (6282), Functions Related To Depository Banking, Nec (6099)

akta.pro primary industry

Capital Raising Advisory (Equity & Equity-Linked) (FSAEAGAC)

akta.pro secondary industries

Corporate Finance & Capital Advisory (BPAHADAB), Equity Capital Advisory (Private Equity Placements, Growth Capital) (BPAHAOAE)

Keywords

• Investment platform services
• Asset management
• Discretionary portfolio management
• Corporate banking deposits
• Wealth management solutions

Headquarters

HQ city

Douglas

Offices4 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure, Supply Chain

Revenue model

1. Investment Platform Services: Fees for platform access, custody, and trading services provided to clients placing trades and managing investments globally.
2. Asset Management Services: Discretionary portfolio management fees for Signature, Spectrum, Better World, and Prism strategies, with fees based on service level and account value.
3. Banking Services: Corporate banking services including fiduciary deposits and related banking products for corporates, trusts, and high net worth individuals.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels3 records

Core offering

Capital International Group operates a self-directed international investment platform providing global multi-asset class access (stocks, ETFs, funds, bonds, structured products, money market funds) alongside discretionary asset management through proprietary strategies (Signature, Spectrum, Better World, Prism) and dedicated funds. The group also provides corporate, trust, and high net worth banking services via its regulated bank subsidiary, complementing the investment offerings with fiduciary deposit products.

Product overview

Capital International Group offers three core services: an Investment Platform for self-directed trading across global asset classes, Asset Management for discretionary portfolio management, and Capital International Bank for corporate banking services. The product suite is structured as a platform-plus-strategies architecture where the Investment Platform serves as the core infrastructure for securities custody and trading, while the Asset Management division provides multiple investment strategies (Signature, Spectrum, Better World, Prism) and two dedicated funds (Martello Global Equity Fund and CI Better World Growth Fund). The bank product complements the investment services with deposit-taking capabilities. The firm operates across multiple jurisdictions including Isle of Man, Jersey, South Africa, and Dubai, with regulatory oversight from respective financial authorities.

Differentiator

Problem solved

Functional benefit

Brands

• Prism: Risk-rated investment solution with ultimate flexibility, offering various profiles for different investment time horizons
• Signature
• Spectrum
• Better World
• Martello Global Equity Fund
• CI Better World Growth Fund

Products and services

• Investment Platform An international investment platform enabling clients to place trades and gain global access across all major asset classes, including stocks, ETFs, funds, bonds, structured products, and money market funds, with full portfolio reporting and beneficiary nomination capabilities. Used by self-directed clients and IFAs for custody and execution.
• Asset Management Discretionary investment management services where the firm's specialists manage client investments across multiple jurisdictions, including Isle of Man and Jersey, utilizing multiple in-house strategies (Signature, Spectrum, Better World, Prism).
• Capital International Bank (Corporate Banking) Corporate banking services offering competitive interest rates and efficient account opening for corporates, trusts, and high net worth individuals, operating as a non-retail restricted deposit taker under an Isle of Man Class 1 (2) licence, with a mobile/online banking platform branded VELTA.
• Prism Strategy A risk-rated solution offering maximal diversification across equities, bonds, property and alternatives. Each defined risk-return profile aims to deliver optimal balance between risk and return over given investment time horizons. Available with a £50,000 minimum investment across GBP, USD and EUR.
• Signature Strategy A high-conviction, complete discretionary investment solution offered through the Jersey asset management arm (Capital International (Jersey) Limited).
• Spectrum Strategy A diversified portfolio of funds investing across regions, sectors and styles, offered through Capital International (Jersey) Limited.
• Better World Strategy A sustainable, multi-asset discretionary strategy built for long-term performance and aligned with ESG principles, offered through Capital International (Jersey) Limited.
• Martello Global Equity Fund A high-conviction, actively managed global equity fund focusing on 20-30 best ideas to deliver consistent, repeatable returns across market cycles. Distributed via Allan Gray, Nedbank Private Wealth, and Glacier in South Africa, and through the BCI Martello Global Equity Feeder Fund for local currency investment.
• CI Better World Growth Fund (UCITS) A UCITS-compliant fund (Ireland domiciled) investing in companies generating positive social and/or environmental impact alongside long-term growth, targeting capital growth aligned to eight UN Sustainable Development Goals themes. Available in share classes R (0.75% fee), I (0.50% fee), and S (0.25% fee).

Segments3 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Partnerships

Nine partnerships are on record, tiered core and minor.

• QuiltercoreChannel Partner/ Reseller/ DistributorUK wealth management platform providing access to CI Better World Growth Fund for retail investors through Quilter's investment platform
• NoviacoreChannel Partner/ Reseller/ DistributorGlobal wealth management platform offering access to CI Better World Growth Fund
• AvivacoreChannel Partner/ Reseller/ DistributorUK insurance and investment platform providing access to CI Better World Growth Fund through Aviva Platform
• Allan GraycoreChannel Partner/ Reseller/ DistributorSouth African investment management company offering Martello Global Equity Fund and BCI Martello Global Equity Feeder Fund
• Nedbank Private WealthcoreChannel Partner/ Reseller/ DistributorSouth African private banking platform providing access to Martello Global Equity Fund for high net worth clients
• GlaciercoreChannel Partner/ Reseller/ DistributorSouth African investment platform offering BCI Martello Global Equity Feeder Fund for local currency investment
• Fundrock Collective InvestmentsminorChannel Partner/ Reseller/ DistributorFund management company that manages the BCI Martello Global Equity Feeder Fund
• PRI (Principles for Responsible Investment)coreOthersUN-supported international network of investors working together to put six Principles for Responsible Investment into practice
• Ascender Fund Partners (Ireland) LimitedcoreStrategic or Co-development PartnerManager of CI Better World Growth Fund (UCITS), providing fund administration services through CACEIS Bank Ireland Branch

Scale indicators2 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• AJ Bell: UK investment platform serving retail investors and advisers with SIPP/ISA wrappers and a discretionary fund range. Closely comparable to Capital International's Investment Platform model with self-directed and advised access to funds, ETFs, and global equities.
• Brooks Macdonald: UK wealth manager offering discretionary portfolio management, fund solutions, and an investment platform to advisers and HNW clients. Highly comparable to Capital International's advised discretionary strategy model with multi-jurisdictional reach.
• Interactive Investor: Subscription-based UK investment platform offering flat-fee custody and trading across global asset classes alongside model portfolios. Direct competitor to Capital International's Investment Platform in proposition and pricing model.
• Rathbones Group: UK-listed discretionary wealth manager with investment management and a platform offering, serving HNW individuals, intermediaries, and trusts. Closely comparable to Capital International's mix of discretionary strategies (Signature/Spectrum/Better World/Prism) for advised clients.
• Canaccord Genuity Wealth Management: International wealth manager with offices in UK, Channel Islands, and other jurisdictions serving HNW clients via discretionary and advisory mandates. Comparable to Capital International's multi-jurisdictional HNW proposition and intermediary-led GTM.
• Charles Stanley: UK wealth manager combining discretionary portfolio management, an investment platform, and intermediary services for HNW clients. Most comparable peer to Capital International's integrated platform-plus-asset-management offering.

Broad incumbents

• Sanlam: Pan-African financial services group with wealth management, investment platforms, and life insurance across South Africa and the UK. Comparable to Capital International in offering wealth and investment services across multiple African and international jurisdictions.
• Investec Wealth & Investment: International private bank and wealth manager with strong presence in UK, South Africa, and Channel Islands, offering discretionary portfolios and a trading platform. Comparable to Capital International in cross-jurisdictional HNW wealth proposition and IoM/SA presence.
• Hargreaves Lansdown: Largest UK direct-to-consumer investment platform with discretionary funds and adviser services. Comparable to Capital International in offering an investment platform with access to global asset classes, but at materially greater scale (c. £150bn AUA).
• Vontobel: Swiss private bank and asset manager offering discretionary wealth management, funds (including sustainable strategies), and platform-like services internationally. Comparable to Capital International in offering multi-jurisdictional HNW wealth and an ESG/sustainable product suite.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks5 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/capitalinternationalgroup
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• Instagraminstagram.com/capital_intl
• Xx.com/capital_intl

Revenue estimate

Valuation estimate

Number of profiles

Profiles12 records

Subsidiaries5 records

Funding overview

Funding rounds1 record

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Capital International Group