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Capital International Group completes acquisition of Jersey-based Martello Asset Management

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The performance track record of the Martello Global Equity Fund speaks for itself and we are looking forward to working with the Martello team to distribute it more widely through the Capital International Group

Capital International Group Limited, which operates from South Africa and Isle of Man, has announced that regulatory approval has now been granted for its acquisition of Martello Asset Management, a boutique investment firm headquartered in Jersey.

The strategic acquisition, completed on 1st November 2024, aims to enhance the jurisdictional footprint of the Capital International Group of companies beyond their current locations in the Isle of Man and South Africa. The acquisition will increase the Group’s market presence and broaden its portfolio of services across Jersey and beyond.

Talking about Capital International Group, was founded in 1996 by Peter and Anthony Long, a father-son team with the single-minded mission of providing the best possible service to wealth management stakeholders.

From its early days of providing custody, nominee and stockbroking services, Capital International Group is now offering a full suite of financial solutions, while working with a broad spectrum of professional firms and advisory businesses, each of which has specific and constantly evolving needs.

As a licensed financial entity, Capital International Bank is serving corporate clients across the globe, through “fast account opening and a pragmatic approach to decision making.”

Capital International Bank offers bank accounts in all major currencies including pound, euro, dollar and many more. The customers can also conduct “Live FX Trading,” through an instant confirmation rate of 60 seconds. For transactions greater than 1,000,000 pounds (or currency equivalent), these clients can deal directly via Capital International Bank’s treasury team. The venture offers competitive interest rates across a range of current and fixed-term deposit accounts.

“We are thrilled to receive regulatory consent for the acquisition. We have been working closely with the Martello team over the last few months to ensure the completion of the acquisition was as smooth a process as possible and we are delighted to welcome a team of dedicated and highly qualified colleagues to the Group,” said Head of Investment Management, Antony Kelsey, who has been leading the transaction.

“This acquisition represents a significant milestone in our growth journey. By combining our respective service offerings, we are well-positioned to expand the distribution of the Martello Global Equity Fund, and the wider Martello proposition into Capital International Group’s extensive relationships with intermediaries and advisers,” the senior official informed Channel Eye Media.

“Martello has built a strong reputation for delivering exceptional investment management services and maintaining robust, good quality client relationships. The performance track record of the Martello Global Equity Fund speaks for itself and we are looking forward to working with the Martello team to distribute it more widely through the Capital International Group. The seamless integration of both companies will ensure continuity of service and a smooth transition for all clients and employees,” Kelsey continued.

“With the transaction now complete, we are looking forward to being part of the Capital International Group team. Joining forces will enable us to leverage their extensive resources and expertise, ultimately benefiting our clients with enhanced investment options and services,” said Gary Hill, Director of Martello, as he added, “We have been impressed with the Capital International team throughout the acquisition and we are confident that our team of professional employees and our clients will be well looked after in the future.”

David Long, Capital International Group’s Chief Investment Officer, said, “From start to finish, any acquisition involves a huge amount of due diligence, legal work and administration and I am very pleased with how our two companies have been able to align so seamlessly. We have been looking to establish a strategic link to Jersey for some time and Martello’s African client base is a great fit for us as we have 40+-plus staff across Cape Town, Johannesburg and Durban who are well-placed to support and strengthen the relationships Martello have built.”

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