Annum Capital (Hong Kong)

Balancer
DISC Type : S

Hong Kong, Hong Kong SAR

Overview

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".

Personality Overview

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.

Topics They Care 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.
Custom Index Investing
Operates the Annum Index Lab® to produce custom-index solutions and was the first family office in Asia to create its own equity index for thematic mandates.

Media Appearances

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

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

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Annum Capital’s Nick Xiao on China’s Market Recovery and Strategic Opportunities. Featured in Hubbis

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Work History

Annum has no verified job history

Education

Annum has no verified education history

More Information

Social Presence :

Prographics :

Exp : N/A Location : Hong Kong, Hong Kong SAR Job Level : N/A Designation : N/A
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Insights For Selling To Annum Capital

During A Call Or A Meeting

DO's

  • Unless they are the decision maker, bring other stakeholders into the process early
  • Be very observant about how they perceive the risk in the decision
  • Actively address their concerns around change, risk, and acceptance by users

DONT's

  • Ensure that you don’t seem disinterested when speaking to them
  • Do not sound very transactional, make extra effort to be genuinely interested
  • Don’t try to be overly social in the early interactions

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Annum Capital is

  • Low-risk, adoption by others and strong collaterals matter the most to them.
  • Will you ever get a clear answer from Annum Capital

  • They never refuse directly, they push out the decisions or just go quiet.

Insights For Deal Planning

    How fast (or slow) will Annum Capital move?

  • They can be some of the slowest decision makers.
  • Can Annum Capital take some risk or not?

  • They have no risk-appetite and prefer to take safe decisions.

You And Annum Capital

Personality Compatibility


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