You need more Emerging Market analyst capacity.
Without another headcount.

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. Twenty years as a buy-side portfolio manager at WestLB, BlackRock and Mirabaud Asset Management.

Is this for you?

Research and analytical commentary only.

Is This For You?

You're running a boutique fund. Your time is already stretched.

If any of these sound familiar, we should talk.

You don't have time to research every possible investment as thoroughly as you'd like

Day-to-day portfolio management leaves little time for the deep research that builds conviction.

You're not visible enough to allocators

Prospective wealth managers and consultants can't find you. Your expertise isn't reaching the people who need to see it.

Another full-time hire doesn't make sense yet

£150k+ for a senior analyst — plus NI, benefits, and desk costs — is hard to justify at your current AUM.

What You Get

Your choice of bespoke research delivered every week.

Three examples of the deliverables I produce for clients.

01

Institutional Research Notes

Deep-dive notes on companies, sectors, or themes — framed around your areas of focus. Useful for conviction-building and investor communication.

02

Macro & Geopolitical Overview

Weekly macroeconomic and thematic briefing with ongoing monitoring of geopolitical developments tailored to your needs.

03

LinkedIn Thought Leadership

Three posts per week — AI-assisted drafting from your own notes and ideas, reviewed and published by you — strengthening your positioning as a recognised expert, raising your profile with allocators and wealth managers.

Who You're Working With

Someone who's done this at the highest level.

Daniel Tubbs
Daniel Tubbs
CFA  ·  Fellow Chartered Accountant (ICAEW)  ·  GEM & Asia ex-Japan  ·  WestLB  ·  BlackRock  ·  Mirabaud Asset Management

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.

20+
Years buy-side
$2.5bn
AUM overseen at peak
6×
AUM growth built at Mirabaud
Repeatable investment success
Across multiple market cycles

Engagement Model

Most engagements start with a look under the bonnet.

Before committing to ongoing capacity, most managers want to see the work first. A fixed-fee diagnostic does that: I review a defined piece of your output — a pitchbook, a factsheet suite, a research library, your published-content footprint — and come back with written observations plus one section rebuilt to show what better looks like. Fixed price, fixed scope, no obligation beyond it.

Where it leads to ongoing work, the retainer tiers below pick up the same skill on a continuing basis. All customisable tiers are cancellable with 30 days' notice. Pricing on request.

Research Retainer
Entry-level monthly retainer
  • 2× Bespoke research notes per month
  • Macro & geopolitical overview
  • Meeting prep briefing packs
  • LinkedIn thought leadership
  • Monthly thematic market newsletter
Best Value
PM Advisory
Full analytical partnership
  • Everything in Research Retainer
  • 4× Bespoke research notes per month
  • Weekly earnings & event summary pack
  • Bespoke due diligence on companies or themes
Embedded Analyst
Maximum output & visibility
  • Everything in PM Advisory
  • 6× Bespoke research notes per month
  • 2× Bespoke due diligence on companies or themes
  • Proactive engagement with trade press

Let's talk about your needs and how I can help.

Leave your details and I'll be in touch to discuss how this could work for your fund.

Your details will be sent directly to Daniel Tubbs.