WHO WE ARE
It starts with you.
Our goal is to help you reach yours.
Capital Group Private Client Services started five decades ago as a family office, managing the assets of our parent company’s executives and loved ones.
And our approach today remains the same: we care for your wealth as if it were our own. In fact, many current and former Capital Group senior leaders invest alongside our clients.
We’re accountable only to the people who matter: our clients.
WHAT WE DO
Personalized service, customized plans
No matter where you’re coming from, we’ll help get you where you want to be. We work with people from all backgrounds and experiences, from CEOs and athletes to business owners and extended families.
Our clients are like family to us. Relationships are measured in decades, not years, and we’ve worked with many of the same families for generations. See what we can do for you.
Loyalty Matters
of our clients have been with
us for the last 10 years.
SOURCE: CAPITAL GROUP. REFLECTS AVERAGE ANNUAL RETENTION RATE OF 96.6% OVER THE 10-YEAR PERIOD ENDED DECEMBER 31, 2023.
HOW WE DO IT
Knowledge drives opportunity
As part of one of the world’s largest asset managers, we provide our clients with the resources and experience of a global investment firm.
We have a global perspective grounded in rigorous, bottom-up research. With more than 450 investment professionals* operating from offices across Asia, Europe and the Americas, our analysts and portfolio managers do extensive research to find promising opportunities. They immerse themselves in the global landscape: often speaking the local languages, understanding the people and getting to know each market.
Such comprehensive research provides us with an intimate understanding of both companies and markets — giving us insights to identify quality investments.
*As of December 31, 2023.
WHY WE’RE DIFFERENT
Taking the long view
We don’t believe in chasing trends. In fact, quite the opposite. Focusing on long-term investments is designed to provide stability through a variety of economic cycles, so you’ll know your wealth is well cared for in all market environments.
We’re committed to delivering superior, repeatable and consistent long-term results — with an emphasis on tax efficiency and reducing volatility.
As a privately-held wealth manager, we avoid short-term pressure from public shareholders. And your Private Wealth Advisor’s compensation is tied to your success, not to specific products and services — so you receive recommendations based solely on your needs.
Finding the right wealth manager is an important decision — and a very personal one.
Get in touch with us and we can start planning your future together.