Capital Group
Capital Group, founded in 1931, manages over $2.2 trillion in assets and offers a wide range of investment and wealth planning services globally, with a strong commitment to ESG factors and diversity.
Services
Capital Group provides a wide range of investment management and wealth planning services. They offer personalized wealth management through Capital Group Private Client Services. The firm focuses on diverse investment solutions, including multi-asset, equity, and fixed income. Capital Group also has specialized retirement plan solutions such as PlanPremier®-TPA PartnerLink® and RecordkeeperDirect®. Their services extend to offering Luxembourg-domiciled (LUX) funds and prioritizing ESG factors in their investment strategies.
Global Presence
Capital Group operates in multiple countries including Australia, Austria, Belgium, Canada, Cyprus, Denmark, Finland, France, Germany, Greece, Hong Kong SAR, Iceland, Ireland, Italy, Japan, Liechtenstein, Luxembourg, Middle East, Netherlands, Norway, Portugal, Singapore, Spain, Sweden, Switzerland, Taiwan, United Kingdom, United States, and U.S. Offshore. With over 8,800 associates in 32 offices worldwide, the company supports a diverse and global client base in pursuing their financial goals.
History and Milestones
Since its founding in 1931, Capital Group has been dedicated to helping millions of investors worldwide achieve their real-life goals. The company manages more than $2.2 trillion in assets as of December 31, 2023. Capital Group's long history includes receiving the 'Morningstar Fund House Award' in Japan, recognizing their commitment to excellence and sustainability in investment management.
Employee Benefits and Work Environment
Capital Group offers a comprehensive benefits package to their employees, which includes physical and mental well-being, parental leave, and tuition reimbursement. They maintain a hybrid work schedule, balancing office and home work to support their teams. The company provides extensive training and fosters a supportive, diverse environment for their client services teams. Their commitment to diversity, equity, and inclusion is evident across all levels of the organization.
Retirement Solutions
Capital Group provides a range of retirement solutions designed to cater to a broad spectrum of clients. Their offerings include flexible pricing models and comprehensive plan options such as PlanPremier®-TPA PartnerLink® and RecordkeeperDirect®. These solutions are crafted to meet the varied needs of their clients, helping them achieve long-term retirement goals.