Earl Capital’s range of investment services across discretionary asset management, advisory and consulting includes the following components:

Investment Strategy and Portfolio Management

  • Working with our clients to define their investment objectives in the light of their risk and return objectives, taking into account constraints presented by their unique circumstances
  • Assisting our clients in devising a long term strategy aimed at achieving their investment objectives
  • Advising on capital allocation between different asset classes and currencies
  • Managing bespoke investment portfolios across major asset classes
  • Analysing direct investment opportunities
  • Selecting specialist investment managers

Family Office and Consolidated Reporting

  • Reporting of multiple assets held in different vehicles, jurisdictions and custodians in consolidated form
  • Presenting holdings, exposures and performance in a format suitable for investment and risk monitoring
  • Providing strategic advice and decision support