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DirectoryFinance & InsuranceExternal Asset ManagementZurichEarl Capital AG
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Earl Capital AG

Summary

About the company

Earl Capital AG is an independent investment advisor to high net worth individuals, families and related trusts. It provides discretionary asset management, advisory and consulting services — including investment strategy, portfolio management, selection of specialist managers and consolidated family‑office reporting — and draws on in‑house legal, compliance, accounting and tax expertise; the firm is licensed as an independent portfolio manager by FINMA, supervised by AOOS, and is an authorised financial services provider in South Africa (FSP#50533).

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Discretionary Asset Management
Discretionary asset management for high net worth individuals, families and related trusts; defining investment objectives, allocating capital across asset classes and currencies, managing bespoke portfolios.
Advisory
Investment advisory for clients needing support on long-term strategy, asset allocation, selection of specialist investment managers and analysis of direct investment opportunities.
Consulting
Investment consulting with strategic advice and decision support, including consolidated reporting of assets held across vehicles, jurisdictions and custodians for monitoring performance and risk.
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Location

General-Wille-Strasse 10
8002 Zurich

At a glance

Legal form
Corporation
UID
CHE-114.495.051
Founded
2008 · 18 years
Last commercial register change
October 11, 2023
Employees
11 to 20

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