“Each family operates its own universe. Our role is to keep every moving part aligned with their strategy — and LinqAlpha helps us do that faster, deeper, and more precisely.”
Carley Shum, Managing Director at Carret Private
About Carret Private
Carret Private is a leading Asian private investment and wealth management firm serving family offices, entrepreneurs, and global partners. The firm builds bespoke portfolios rooted in a deep understanding of each client’s structure, risk appetite, and long-term objectives. Every mandate is managed independently, with assets held by trusted custodians — ensuring personalization, transparency, and control.Carret’s investment professionals combine global perspective with local insight to deliver holistic portfolio management and strategic advice across asset classes — from public equities and fixed income to private markets and alternatives.
Opportunity
Managing multiple family offices means tracking a vast and varied investment universe — from equities and currencies to private markets and global regions — all tailored to unique client mandates. As portfolios expanded, so did the flow of information.
“We receive hundreds of reports and updates daily,” recalled a senior analyst. “Emails, news, earnings, filings — it became nearly impossible to synthesize everything quickly and consistently. The challenge wasn’t access to information, it was excess of it.”
Analysts were spending hours digging through inboxes and reports to prepare summaries for clients. This slowed response times and limited the team’s ability to stay proactive — especially when identifying timely opportunities or tailoring insights for each client.
Solution
Carret Private adopted LinqAlpha’s AI Agent Suite to streamline research and refocus analysts on client service.The team uses:
Briefing Agent for instant morning notes and AI-generated rundowns on key holdings or macro themes.
Call Summarizer and Earnings Agent to automatically monitor earnings, filings, and conference call transcripts.
LinqAlpha Storage as a centralized, AI-enabled research hub syncing all reports, notes, and insights into one searchable workspace.
“Before LinqAlpha, getting a clean read on a name meant hours of scrolling through news and emails,” the analyst explained. “Now, if someone asks, ‘Can you give me a quick rundown on Alibaba so far?’ — I can pull a full, structured summary across all sources in seconds.”
With everything unified in Storage, analysts can now connect the dots across earnings calls, filings, and internal notes — spotting valuation trends, sentiment shifts, and catalysts faster than ever.Daily briefings also surface 24-hour updates on client-specific holdings — not just headlines, but insights drawn from research notes, filings, and company materials — giving the team a complete, actionable picture instead of another information dump.
Impact
Today, Carret’s analysts spend their time where it matters most — delivering timely, analytical insights and deepening client engagement.
“LinqAlpha refines the process,” said the analyst. “It gives us bandwidth to stay precise, personal, and proactive across every family office we serve.”
The firm now saves over 16 hours per week previously spent on manual research administration, allowing analysts to focus on strategy, judgment, and relationship building.LinqAlpha’s AI agents have become a core part of Carret’s research infrastructure — expanding coverage, sharpening analysis, and amplifying each analyst’s capacity without adding headcount.Carret continues to explore new use cases — from macro research to sentiment and momentum analysis — as it positions its team at the forefront of AI-driven wealth management.
Key Outcomes
~16 hours saved weekly from manual search and synthesis
Centralized research management across Outlook, sell-side reports, and internal notes
Daily AI-powered client briefings with comprehensive, up-to-date insights
Higher client engagement through more frequent, personalized updates