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AI-Augmented Workflows
for Boutique Asset Managers

Institutional-quality research, delivered weekly — at a fraction of the cost of a senior hire.

See Next Steps View Deliverables

Daniel Tubbs  ·  CFA, FCA  ·  Strictly Confidential

The Case for Acting

The Opportunity

The question isn't whether additional analytical capacity would add value — it's whether it can be delivered at a cost that makes sense.

Solo PM Bandwidth

The breadth of day-to-day responsibilities limits the time available for systematic research and business development — no matter how capable the PM.

Content & Visibility Gap

Boutique managers have an opportunity to increase their visibility online, making it easier for prospective allocators and wealth managers to find the firm, engage with its content, and build conviction over time.

£120k–£180k+

Cost of In-House Capacity

Hiring a dedicated senior analyst at this salary — plus NI, benefits, and desk costs — is difficult to justify against the current AUM base.

Who I Am

What I Bring

Twenty years of buy-side experience across GEM and Asia ex-Japan, combined with custom-built AI workflows that compress institutional-quality research timelines without sacrificing depth.

Daniel Tubbs
Daniel Tubbs
CFA, FCA
CFA Charterholder FCA Fellow GEM & Asia ex-Japan AI-Augmented Workflows
20+Years buy-side experience
$2.5bnAUM managed at peak
6×AUM growth built at Mirabaud
Top-QPerformance at BlackRock GEM
  • 2001–2004
    Investment Analyst
    WestLB Asset Management
    China, Taiwan, SE Asia
  • 2004–2007
    Head of Asia ex-Japan
    WestLB Mellon
    USD 4bn+ GEM portfolios
  • 2007–2012
    Co-Head / PM GEM
    BlackRock
    USD 2.5bn AUM, top-quartile performance
  • 2012–2020
    Head of GEM
    Mirabaud Asset Management
    Built franchise 6× from USD 50m to USD 300m
  • 2020–present
    Independent Consultant
    AI-enhanced research workflows
    Live portfolio management & consulting

Core Weekly Output

Example: Three Suggested Weekly Deliverables

A typical retainer is built around three standing outputs that arrive every week — tailored to your specific priorities.

01
Investment Process

Institutional Research Notes

Deep-dive notes on individual companies, sectors, or themes — framed for your portfolio context. Combines AI-accelerated analysis with IC-ready structure. Equally useful for conviction-building and investor communication.

02
Investment Process

Macro & Geopolitical Overview

Weekly regional and thematic briefing combined with ongoing monitoring of geopolitical developments. Produced as general market commentary and informational analysis to support your own research process — a systematic, time-saving alternative to manual scanning.

03
Marketing & Brand

LinkedIn Thought Leadership

Three posts per week — ghostwritten to position you as a recognised voice on Asian consumer investing and raise your firm's profile among wealth managers and allocators. All content drafted for your review and approval before publication.

What Good Looks Like

Institutional-Quality Research Notes

Each note is structured as a full buy-side IC-ready analysis — not a summary repackage.

Executive Summary
Investment conclusion, recommendation, upside/downside, top 5 reasons to own, top 5 risks
Business & Industry
Revenue breakdown, competitive dynamics, Porter's Five Forces, structural outlook
Competitive Advantage
Network effects, switching costs, brand, scale — each rated for strength & sustainability
Financial Deep-Dive
10-year revenue, margins, ROIC, FCF, balance sheet, off-balance-sheet risks
Valuation & Scenarios
DCF, EV/EBITDA, FCF yield — bear / base / bull cases with explicit assumptions
Variant Perception
What the market believes vs what the analysis shows — the critical edge section
IC Debate Summary
Bull vs bear argued between two PM personas before a final conclusion is reached
Management Assessment
CEO quality, capital allocation record, incentive alignment, acquisition track record

Full Service Menu

15 Options Across Four Disciplines

The retainer anchor deliverables sit within a broader menu. Add or remove services as priorities evolve.

Investment Process

  • Daily summary of all work emails
  • Bespoke research notes ★
  • Macro & geopolitical overview ★
  • Earnings / event summary pack
  • AI-augmented holdings monitor
  • Bespoke due diligence of consumer trends

Operations

  • Meeting prep briefing packs ★
  • Post analyst / company meeting write-ups
  • Client reporting & marketing automation

Marketing & Brand

  • LinkedIn thought leadership ★
  • Monthly Asian Consumer Watch newsletter ★
  • Proactive engagement with trade press (Citywire, Investment Week etc.)
  • Website revamp with dynamic AI content

Strategy & Distribution

  • Competitive positioning & peer analysis
  • Consultant & gatekeeper relationship intelligence

★ = standing weekly deliverables forming the entry-level monthly retainer

Why This Works

AI Changes the Economics

The same analytical depth that previously required a team can now be produced by one experienced PM with the right tools.

Dimension Full-time Senior Analyst Daniel Tubbs (AI-augmented)
Annual cost £120k–£180k+ (salary, NI, benefits, desk) Fraction — monthly retainer, no overhead
Research depth Strong — but one person, one speed IC-standard notes, AI-accelerated throughput
Macro & earnings Often secondary to primary research Systematic weekly delivery as core deliverable
Content & marketing Typically out of scope Built into the service — LinkedIn, newsletter, press
Flexibility Fixed headcount commitment Scalable up or down; project-based options available
Asia expertise Depends on the hire 20+ years dedicated GEM & Asia ex-Japan focus

Engagement Model

Three Tiers

Structured to reflect value delivered, not headcount cost. All tiers are cancellable with 30 days' notice. Pricing discussed 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 Asian Consumer Watch newsletter
  • Delivered by email, WhatsApp, or iMessage
Recommended
PM Advisory
Mid-tier — most popular
  • Everything in Research Retainer
  • 4× Bespoke research notes per month
  • Weekly earnings & event summary pack
  • Bespoke due diligence on consumer trends
Embedded Analyst
Full-service engagement
  • Everything in PM Advisory
  • 6× Bespoke research notes per month
  • 2× Bespoke due diligence on consumer trends
  • Proactive engagement with trade press

Getting Started

Next Steps

From first conversation to first weekly pack in under two weeks.

1

Discovery Conversation

30–45 minutes to understand your priorities and where the most immediate value lies — research, content, operations, or all three.

2

Pilot Deliverables

I produce example deliverables, including one research note on a company of your choosing — no retainer required. You assess quality before committing.

3

Agree Scope & Retainer

We agree on the right tier, specific deliverables, preferred format, and delivery cadence. Simple one-page agreement; 30 days' notice to cancel.

4

Start Delivering

First weekly pack within days of signing. Immediate impact on your research process — no onboarding delay, no ramp-up period.

Get in Touch

Regulatory Framework

Compliance & Engagement Structure

The engagement is structured so that all regulatory responsibilities remain with you, as the FCA-authorised firm.

Research & Analysis Only

All outputs are produced as general research, analytical commentary, and operational support — not as investment advice or personal recommendations.

External Content Review

Any content for external distribution must be reviewed and approved by your compliance function before publication.

No FCA Authorisation Required

Daniel Tubbs does not provide regulated investment advice, personal recommendations, or discretionary investment management services.

All Decisions Remain with You

Your authorised portfolio management team retains full responsibility for all investment decisions at all times.

Financial Promotions

Factsheets, investor updates, and marketing materials drafted under this engagement must be formally approved by your compliance team prior to use.

Clean Engagement Structure

The service is structured as a consulting and analytical support relationship, with clear boundaries that do not require FCA authorisation on Daniel's part.

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Get in Touch

Ready to Talk?

A 30-minute discovery call costs nothing. A pilot research note costs nothing. Start there.

Emailinfo@dt-advisory.london Mobile07854 245890 LinkedInlinkedin.com/in/daniel-tubbs
Request a Discovery Call

Strictly Confidential. Not for further distribution.