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