ANNUM ASSET MANAGEMENT (HONG KONG) LIMITED

ANNUM ASSET MANAGEMENT (HONG KONG) LIMITED en_US PRN Asia New Report "Early Bird" Maps Tech Investing for Asian Family Offices 2026-06-08 09:00:00 New Report “Early Bird” Maps Tech Investing for Asian Family Offices Co-authored by Annum Capital, Deane Consulting, and Turoid, the report details a profound structural shift facing family offices and private investors in their quest to secure technology alpha. Drawing on Annum Capital's private market expertise and integrating the insights ofSchroders Capital, EQT, Hamilton Lane, Marex, Synpulse, Gateway, Carret Private and other institutions, this report analyzes the investable themes in the private AI stack, explains the main access routes, discusses the silent competition for allocation, and offers a practical framework for diligence and exit planning. Interesting highlights of the report: * Category-defining tech giants are staying private for 10 to 14+ years, whilst over 90% of their value compounding occurs behind closed doors. The traditional IPO has been reframed from a growth gateway into a late-stage liquidity event designed to provide exit routes for early stakeholders. Family offices have to be early birds to capture value. * The best private tech deals are structurally supply constrained. Family offices and their clients must realize that"money alone is not enough". They need to deploy perpetual capital, leverage operational agility, and build deal reputation to stand out in the allocation hierarchy that traditionally favors existing shareholders, VC funds and strategic investors. * Family offices must learn to handle information gaps and structural complexity.Rushed due diligence, multi-layered opacity, excessive fees, and lack of control over exit/distribution can erode net returns and create risks, and must be mitigated through effort and negotiation. * Regulatory headwinds cannot be underrated. US and Mainland China rules are multiplying, impacting access, entry, and exit (sometimes retroactively) - as a recent landmark case laid bare. Meanwhile, Hong Kong SAR's supportive infrastructure and network can help family offices craft the right approach and execute the exit. Click to download the Report: https://www.annum.com.hk/wp-content/uploads/2026/06/Annum-Capital_Early-Bird_2026_FINAL.pdf About Annum Capital Annum Capital is a Hong Kong-based financial services group with market leadership in EAM, fund management, private markets, index investing, fiduciary services, and strategic advisory.www.annum.com.hk About the Authors Aaron Sung | Head of Asset Management | Annum Capital Aaron leads the firm's award-winning fund management, private market, and custom index franchise. Aaron previously worked at Citi Private Bank and DBS Private Bank, with extensive experience across North Asia. He is a pioneer in unlocking AI for Hong Kong's family office sector and holds Vice Chair of the Hong Kong Limited Partnership Funds Association (HKLPFA). www.annum.com.hk/ Andrew Deane | Founder | Deane Consulting Andrew is the Founder of Deane Consulting and an established expert in the wealth management industry. Andrew specializes in strategic development and thought leadership, focusing on the global wealth trends, family offices and AI technology. He is an advisor to board level including foundations, asset managers and wealthtech. andrew@deaneconsulting.net Nick Wong | Founder & CEO | Turoid Nick is an AI fintech entrepreneur operating at the intersection of private markets, asset management, and next-generation financial infrastructure. He is the founder of Turoid, an agentic AI company re-architecting how family offices and private wealth institutions operate, turning fragmented documents, data, and workflows into intelligent, decision-ready systems. He began his career at Macquarie Asset Management, one of the world's largest alternative asset managers. www.turoid.ai/ ]]> Annum Capital, Deane Consulting, and Turoid launch this practical guide
for Asian Family Offices on how to capture tech alpha via private markets
and manage complexity to secure allocation and returns.

HONG KONG, June 8, 2026 /PRNewswire/ -- A groundbreaking institutional report titled "Early Bird: A Practical Guide for Asian Family Offices Investing in Technology Through Private Markets" has been launched today.

New Report “Early Bird” Maps Tech Investing for Asian Family Offices

Co-authored by Annum Capital, Deane Consulting, and Turoid, the report details a profound structural shift facing family offices and private investors in their quest to secure technology alpha.

Drawing on Annum Capital's private market expertise and integrating the insights of Schroders Capital, EQT, Hamilton Lane, Marex, Synpulse, Gateway, Carret Private and other institutions, this report analyzes the investable themes in the private AI stack, explains the main access routes, discusses the silent competition for allocation, and offers a practical framework for diligence and exit planning.

Interesting highlights of the report:

Category-defining tech giants are staying private for 10 to 14+ years, whilst over 90% of their value compounding occurs behind closed doors. The traditional IPO has been reframed from a growth gateway into a late-stage liquidity event designed to provide exit routes for early stakeholders. Family offices have to be early birds to capture value.

The best private tech deals are structurally supply constrained. Family offices and their clients must realize that "money alone is not enough". They need to deploy perpetual capital, leverage operational agility, and build deal reputation to stand out in the allocation hierarchy that traditionally favors existing shareholders, VC funds and strategic investors.

Family offices must learn to handle information gaps and structural complexity. Rushed due diligence, multi-layered opacity, excessive fees, and lack of control over exit/distribution can erode net returns and create risks, and must be mitigated through effort and negotiation.

Regulatory headwinds cannot be underrated. US and Mainland China rules are multiplying, impacting access, entry, and exit (sometimes retroactively) - as a recent landmark case laid bare. Meanwhile, Hong Kong SAR's supportive infrastructure and network can help family offices craft the right approach and execute the exit.

Click to download the Report:
https://www.annum.com.hk/wp-content/uploads/2026/06/Annum-Capital_Early-Bird_2026_FINAL.pdf

About Annum Capital
Annum Capital is a Hong Kong-based financial services group with market leadership in EAM, fund management, private markets, index investing, fiduciary services, and strategic advisory. www.annum.com.hk

About the Authors
Aaron Sung | Head of Asset Management | Annum Capital
Aaron leads the firm's award-winning fund management, private market, and custom index franchise. Aaron previously worked at Citi Private Bank and DBS Private Bank, with extensive experience across North Asia. He is a pioneer in unlocking AI for Hong Kong's family office sector and holds Vice Chair of the Hong Kong Limited Partnership Funds Association (HKLPFA).
www.annum.com.hk/

Andrew Deane | Founder | Deane Consulting
Andrew is the Founder of Deane Consulting and an established expert in the wealth management industry. Andrew specializes in strategic development and thought leadership, focusing on the global wealth trends, family offices and AI technology. He is an advisor to board level including foundations, asset managers and wealthtech.
andrew@deaneconsulting.net

Nick Wong | Founder & CEO | Turoid
Nick is an AI fintech entrepreneur operating at the intersection of private markets, asset management, and next-generation financial infrastructure. He is the founder of Turoid, an agentic AI company re-architecting how family offices and private wealth institutions operate, turning fragmented documents, data, and workflows into intelligent, decision-ready systems. He began his career at Macquarie Asset Management, one of the world's largest alternative asset managers.
www.turoid.ai/

]]> Annum Capital and Turoid - Unlocking AI for Asia Family Offices 2026-01-23 09:00:00 Annum Capital and Turoid - Unlocking AI for Asia Family Offices Under this partnership, Turoid is working with Annum Capital to re-imagine the operating architecture across EAM, fund management, private equity, private credit, hedge funds, index investing, structured products, and strategy consulting, blending AI into governance, advisory, revenue capture, operations, market analytics and risk management. In Phase 1 of the partnership, Turoid has delivered a suite of functionalities ("Wealth Pilot") for Annum Capital: * AI-empowered client onboarding and trade cycle, with enhanced due diligence, analytics, and risk management * AI-assisted asset allocation and portfolio diagnostics, embedding market conditions, compliance requirements, and client-specific constraints dynamically * AI-driven private market due diligence, synthesizing information from a wide range of sources, strengthening transparency and insights to support vetting, corroboration, and decision-making * Performance management across front-middle-back offices with anticipatory AI to increase efficiencies in capacity management, resource deployment, and cost controls. In Phase 2, Turoid will work with Annum Capital to: * Build a price discovery platform for structured products, to internalize the relationships with global issuers and enhance economics * Build a custom-indexing engine that connects with leading issuers of AMCs as a cost-light option to scale up Annum's in-house investment strategies * Automate the setup and administration of Hong Kong Limited Partnership Fund, to help accelerate the adoption ofHong Kong's local private fund format by family offices and investment managers inAsia * Establish a marketplace for secondary transactions among Asia institutional investors and family offices, replacing the opacity and cost of a highly brokered, conversation-based model with an AI-driven discovery, matching, and execution approach. "Annum Capital is very excited to see the results of Phase 1 implementation, which upgraded our operating platform and injected AI into the deliberations and decisions of our investment teams and relationship managers. Our family office clients and fund investors highly appreciate how AI inspires, informs, assists and validates our ideas, portfolios, reporting and risk judgements." saidAaron Sung, Head of Asset Management, Annum Capital. "Turoid is a very special technology provider, not defined by budgets, timeline, testing and signoffs. Turoid harnesses AI to learn about clients' processes and build solutions that almost melt into our business right away, enlightening and improving processes without a fuss. It's been a real pleasure working with the incredible team of Turoid." addedAlvis Sze, CTO, Annum Capital. "AI is already a transformative agent for global financial services - and even more so forHong Kong," said Nick Wong, CEO of Turoid. "Hong Kong is one of the world's leading wealth management centers, serving capital and clients acrossAsia and beyond. We believe it should also produce homegrown fintech leaders that serve international players at global standards. Turoid is building that platform: helping Annum Capital and other forward-thinking firms focus on clients and value creation, while giving independent players the process rigor and technology versatility typically found at much larger institutions. We're privileged to partner with Annum Capital on this journey." Annum Capital and Turoid plan to roll out "Wealth Pilot" and related services to moreAsia family offices and institutional investors in 2026 and 2027, connecting innovations of the AI world withAsia's smartest money. About Annum Capital Annum Capital is a Hong Kong-based financial services group with market leadership in external asset management (EAM), fund management, index investing, fiduciary services, and corporate advisory. Annum Capital is 100% owned by its employees and permanently aligned with clients. Annum Capital was voted "Best Alternative Investment Manager in Greater China 2025" and "Best EAM inHong Kong 2025" by WealthBriefingAsia and "Best Provider of Family Office Services 2024" by Hong Kong Limited Partnership Fund Association. www.annum.com.hk About Turoid Turoid is a Hong Kong–based fintech and AI technology company focused on bringing cutting-edge AI into wealth management. Turoid works with family offices and asset managers to apply advanced AI to the real problems behind capital stewardship — improving decision-making, strengthening risk discipline, and enabling teams to manage capital with greater clarity and speed. Turoid's mission is simple: take the latest AI capabilities and turn them into practical advantage for clients operating in fast-moving global markets. https://www.turoid.ai/ ]]> HONG KONG, Jan. 23, 2026 /PRNewswire/ -- Annum Capital, a leading financial services group in Hong Kong, today announced a strategic partnership with Turoid, a next-generation technology provider, to bring AI to multi-family offices and asset managers in Asia.

Annum Capital and Turoid - Unlocking AI for Asia Family Offices

Under this partnership, Turoid is working with Annum Capital to re-imagine the operating architecture across EAM, fund management, private equity, private credit, hedge funds, index investing, structured products, and strategy consulting, blending AI into governance, advisory, revenue capture, operations, market analytics and risk management.

In Phase 1 of the partnership, Turoid has delivered a suite of functionalities ("Wealth Pilot") for Annum Capital:

AI-empowered client onboarding and trade cycle, with enhanced due diligence, analytics, and risk management
AI-assisted asset allocation and portfolio diagnostics, embedding market conditions, compliance requirements, and client-specific constraints dynamically
AI-driven private market due diligence, synthesizing information from a wide range of sources, strengthening transparency and insights to support vetting, corroboration, and decision-making
Performance management across front-middle-back offices with anticipatory AI to increase efficiencies in capacity management, resource deployment, and cost controls.

In Phase 2, Turoid will work with Annum Capital to:

Build a price discovery platform for structured products, to internalize the relationships with global issuers and enhance economics
Build a custom-indexing engine that connects with leading issuers of AMCs as a cost-light option to scale up Annum's in-house investment strategies
Automate the setup and administration of Hong Kong Limited Partnership Fund, to help accelerate the adoption of Hong Kong's local private fund format by family offices and investment managers in Asia
Establish a marketplace for secondary transactions among Asia institutional investors and family offices, replacing the opacity and cost of a highly brokered, conversation-based model with an AI-driven discovery, matching, and execution approach.

"Annum Capital is very excited to see the results of Phase 1 implementation, which upgraded our operating platform and injected AI into the deliberations and decisions of our investment teams and relationship managers. Our family office clients and fund investors highly appreciate how AI inspires, informs, assists and validates our ideas, portfolios, reporting and risk judgements." said Aaron Sung, Head of Asset Management, Annum Capital.

"Turoid is a very special technology provider, not defined by budgets, timeline, testing and signoffs. Turoid harnesses AI to learn about clients' processes and build solutions that almost melt into our business right away, enlightening and improving processes without a fuss. It's been a real pleasure working with the incredible team of Turoid." added Alvis Sze, CTO, Annum Capital.

"AI is already a transformative agent for global financial services - and even more so for Hong Kong," said Nick Wong, CEO of Turoid. "Hong Kong is one of the world's leading wealth management centers, serving capital and clients across Asia and beyond. We believe it should also produce homegrown fintech leaders that serve international players at global standards. Turoid is building that platform: helping Annum Capital and other forward-thinking firms focus on clients and value creation, while giving independent players the process rigor and technology versatility typically found at much larger institutions. We're privileged to partner with Annum Capital on this journey."

Annum Capital and Turoid plan to roll out "Wealth Pilot" and related services to more Asia family offices and institutional investors in 2026 and 2027, connecting innovations of the AI world with Asia's smartest money.

About Annum Capital

Annum Capital is a Hong Kong-based financial services group with market leadership in external asset management (EAM), fund management, index investing, fiduciary services, and corporate advisory. Annum Capital is 100% owned by its employees and permanently aligned with clients.

Annum Capital was voted "Best Alternative Investment Manager in Greater China 2025" and "Best EAM in Hong Kong 2025" by WealthBriefingAsia and "Best Provider of Family Office Services 2024" by Hong Kong Limited Partnership Fund Association.

www.annum.com.hk

About Turoid

Turoid is a Hong Kong–based fintech and AI technology company focused on bringing cutting-edge AI into wealth management. Turoid works with family offices and asset managers to apply advanced AI to the real problems behind capital stewardship — improving decision-making, strengthening risk discipline, and enabling teams to manage capital with greater clarity and speed. Turoid's mission is simple: take the latest AI capabilities and turn them into practical advantage for clients operating in fast-moving global markets.

https://www.turoid.ai/

]]> Annum Capital and Turoid - Unlocking AI for Asia Family Offices 2026-01-23 09:00:00 Annum Capital and Turoid - Unlocking AI for Asia Family Offices Under this partnership, Turoid is working with Annum Capital to re-imagine the operating architecture across EAM, fund management, private equity, private credit, hedge funds, index investing, structured products, and strategy consulting, blending AI into governance, advisory, revenue capture, operations, market analytics and risk management. In Phase 1 of the partnership, Turoid has delivered a suite of functionalities ("Wealth Pilot") for Annum Capital: * AI-empowered client onboarding and trade cycle, with enhanced due diligence, analytics, and risk management * AI-assisted asset allocation and portfolio diagnostics, embedding market conditions, compliance requirements, and client-specific constraints dynamically * AI-driven private market due diligence, synthesizing information from a wide range of sources, strengthening transparency and insights to support vetting, corroboration, and decision-making * Performance management across front-middle-back offices with anticipatory AI to increase efficiencies in capacity management, resource deployment, and cost controls. In Phase 2, Turoid will work with Annum Capital to: * Build a price discovery platform for structured products, to internalize the relationships with global issuers and enhance economics * Build a custom-indexing engine that connects with leading issuers of AMCs as a cost-light option to scale up Annum's in-house investment strategies * Automate the setup and administration of Hong Kong Limited Partnership Fund, to help accelerate the adoption of Hong Kong's local private fund format by family offices and investment managers in Asia * Establish a marketplace for secondary transactions among Asia institutional investors and family offices, replacing the opacity and cost of a highly brokered, conversation-based model with an AI-driven discovery, matching, and execution approach. "Annum Capital is very excited to see the results of Phase 1 implementation, which upgraded our operating platform and injected AI into the deliberations and decisions of our investment teams and relationship managers. Our family office clients and fund investors highly appreciate how AI inspires, informs, assists and validates our ideas, portfolios, reporting and risk judgements." saidAaron Sung, Head of Asset Management, Annum Capital. "Turoid is a very special technology provider, not defined by budgets, timeline, testing and signoffs. Turoid harnesses AI to learn about clients' processes and build solutions that almost melt into our business right away, enlightening and improving processes without a fuss. It's been a real pleasure working with the incredible team of Turoid." addedAlvis Sze, CTO, Annum Capital. "AI is already a transformative agent for global financial services - and even more so for Hong Kong," saidNick Wong, CEO of Turoid. "Hong Kong is one of the world's leading wealth management centers, serving capital and clients across Asia and beyond. We believe it should also produce homegrown fintech leaders that serve international players at global standards. Turoid is building that platform: helping Annum Capital and other forward-thinking firms focus on clients and value creation, while giving independent players the process rigor and technology versatility typically found at much larger institutions. We're privileged to partner with Annum Capital on this journey." Annum Capital and Turoid plan to roll out "Wealth Pilot" and related services to more Asia family offices and institutional investors in 2026 and 2027, connecting innovations of the AI world with Asia's smartest money. About Annum Capital Annum Capital is a Hong Kong-based financial services group with market leadership in external asset management (EAM), fund management, index investing, fiduciary services, and corporate advisory. Annum Capital is 100% owned by its employees and permanently aligned with clients. Annum Capital was voted "Best Alternative Investment Manager in Greater China 2025" and "Best EAM in Hong Kong 2025" by WealthBriefingAsia and "Best Provider of Family Office Services 2024" by Hong Kong Limited Partnership Fund Association. www.annum.com.hk About Turoid Turoid is a Hong Kong–based fintech and AI technology company focused on bringing cutting-edge AI into wealth management. Turoid works with family offices and asset managers to apply advanced AI to the real problems behind capital stewardship — improving decision-making, strengthening risk discipline, and enabling teams to manage capital with greater clarity and speed. Turoid's mission is simple: take the latest AI capabilities and turn them into practical advantage for clients operating in fast-moving global markets. https://www.turoid.ai/ ]]> HONG KONG, Jan. 23, 2026 /PRNewswire/ -- Annum Capital, a leading financial services group in Hong Kong, today announced a strategic partnership with Turoid, a next-generation technology provider, to bring AI to multi-family offices and asset managers in Asia.