I provide boutique asset managers and family offices with institutional-quality research, macro analysis, and marketing content — delivered every week, at a fraction of the cost of a senior hire.
Is this for you?Research, analysis and commentary only — not regulated investment advice. Daniel Tubbs does not hold current FCA (Financial Conduct Authority) authorisation.
Is This For You?
If any of these sound familiar, we should talk.
Day-to-day portfolio management leaves little room for the systematic analysis you know you need.
Prospective wealth managers and consultants can't find you. Your expertise isn't reaching the people who need to see it.
£150k+ for a senior analyst — plus NI, benefits, and desk costs — is hard to justify at your current AUM.
What You Get
Just three of many different examples of deliverables to help your business grow.
Deep-dive notes on companies, sectors, or themes — framed for your portfolio. Useful for conviction-building and investor communication.
Weekly macroeconomic and thematic briefing with ongoing monitoring of geopolitical developments tailored to your needs.
Three posts per week ghostwritten in your voice — strengthening your positioning as a recognised expert, raising your profile with allocators and wealth managers.
Who You're Working With
I've spent 20+ years as a buy-side portfolio manager across GEM and Asia ex-Japan — at WestLB, BlackRock, and Mirabaud Asset Management. I know what good research looks like, how investment committees think, and what allocators need to see.
Now I combine that experience with purpose-built AI workflows — the product of several years spent intensively immersed in AI tools and techniques — to deliver institutional-quality output faster and at a cost that makes sense for boutique managers.
You get the analytical depth of a senior hire — without the overhead. Every deliverable is shaped by my own judgment and market experience, not generic AI output: the AI accelerates the research, but the conclusions, the analysis, and the framing are mine.
Engagement Model
All customisable tiers are cancellable with 30 days' notice. Pricing on request.
Leave your details and I'll be in touch to discuss how this could work for your fund.
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