Building the Platform From the Inside Out: Insights from James Haller
Source: hubbis.com
Published on: 2026-10-19 03:46
For an independent multi-family office serving ultra-high-net-worth clients in the Gulf, the value of AI is not measured in headline capabilities but in whether it can do something practical: bring together scattered client information, replace costly, disconnected third-party platforms, and free up time for the work that still depends on human relationships. James Haller, Founder and Chief Executive Officer of Vesper Wealth Advisors, described at the recent Middle East Private Capital Forum 2026 how his firm has built a proprietary platform that blends AI agents with deterministic engines, and why he believes that the technology's most useful applications demand reliability, augmenting the adviser rather than automating them away. The panel, hosted by Hubbis at the Shangri-La Dubai and chaired by Michael Stanhope, Founder and Chief Executive Officer of Hubbis, examined how private wealt...
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