Earl Capital offers a broad range of investment services including discretionary asset management, advisory and consulting.

Investment Strategy

  • Working with our clients to define their investment objectives in the light of their risk and return requirements as well as any constraints presented by their unique circumstances
  • Assisting our clients in creating a strategy aimed at achieving their investment objectives
  • Advising on allocating capital between different asset classes and currencies

Manager Selection

  • Selecting suitable investment managers across a broad spectrum of asset classes
  • Analyzing manager performance against benchmarks and competitors
  • Monitoring of manager operational risks

Investment Analysis

  • Analyzing direct investment opportunities and providing recommendations as to their suitability in the context of a client’s overall investment objectives

Consolidated Reporting

  • Consolidated reporting of multiple assets held in different vehicles, locations and accounts
  • Presenting holdings and performance in a consistent format as a basis for investment monitoring and strategic decision making