Annum Capital (Hong Kong)

Balancer · DISC type S

📍 Hong Kong, Hong Kong SAR

Annum Capital is an award-winning financial services group in Hong Kong, recognized for its market leadership in external asset management and family office services. It specializes in serving ultra-high-net-worth investors with discretionary portfolio management, fund management, and custom index investing.

Annum Capital was the first family office in Asia to launch its own equity index, the "FactSet-Annum Global Health Care Index".

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Location

Hong Kong, Hong Kong SAR

Personality Overview

How Annum shows up

Process-Oriented

Risk-Averse

Slow To Decisions

They are courteous and respectful but practical. They like following the process even if it takes time to reach any conclusion. They are comfortable taking long term decisions.

Priorities

Topics Annum cares about

AI in Wealth Management

Announced a strategic partnership with technology provider Turoid to bring AI solutions to family offices and asset managers in Asia, and launched AI thematics.

Stablecoins & Digital Assets

Published "Flying Cash: Rise of Stablecoins, " a definitive guide on digital assets for family offices, covering technological maturity, regulatory clarity, and institutional demand.

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Career

Work history

No work historyWe do not have verified professional history for this person yet.

In the press

Media appearances

Annum Capital and Turoid – Unlocking AI for Asia Family Offices. Featured in PR Newswire

See now

Annum Capital Publishes Stablecoin Report for Family Offices. Featured in Anndy.com

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Education

Annum has no verified education history

Social presence

Behavioral profile

DISC profile (public)

Steadiness (S)

Steadiness (S) reflects the degree to which a person is likely to focus on cooperation, support and taking everyone along. Those scoring high tend to be consistent and calm.

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Selling to Annum?

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How to run the call and the meeting
His cold-calling profile and exact script
How to write an email that lands
How to negotiate and close

Free. Takes 10 seconds. No card.

During a call or a meeting

Unless they are the decision maker, bring other stakeholders into the process early

DON'T

Ensure that you don’t seem disinterested when speaking to them

Be very observant about how they perceive the risk in the decision

Reveal the full meeting playbookFree. 10 seconds.

When cold calling

Pattern Interrupt: A polite and formal approach, that doesn’t sound over-friendly or too aggressive makes it hard for them to say no to you.

Pace: Slow down a little bit, especially if you are fast usually. Sound like a 'calming break from the day' person.

Reveal the cold-call scriptFree. 10 seconds.

When writing an email

Subject: Formal

Length of mail: Long

Salutation: Yes (Something formal). Greeting: Yes (Say something formal/usual). Tone of words: Friendly, second-person. Bullet points: Could use. Closing line: Simply lay out the next steps. Complimentary close: Formal. Overall messaging: Focused on social proof and process

Reveal the full email formulaFree. 10 seconds.

Negotiating and closing

The secret to closing Annum fast: Low-risk, adoption by others and strong collaterals matter the most to them.

How fast will Annum move? They can be some of the slowest decision makers.

Reveal the closing strategyFree. 10 seconds.

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