Robertson Beck is an advisor-owned financial services company serving high-net-worth individuals and institutional clients across Asia. Our advisors are experienced investment professionals with large and established advisory practices.
By reinventing how advisors on the front lines of wealth management can best serve and protect investors, Robertson Beck has created a financial services business model in a ground-breaking class all its own. Unlike integrated brokerage firms designed to build and distribute financial products - which drives profitability for the firm, but not necessarily returns for the clients - Robertson Beck puts financial advice at the center of its business model.
CSR (Corporate Social Responsibility)
Robertson Beck undertakes practices and policies implied within CSR in order to have a positive impact on various aspects of society including social, economic and environmental. CSR is an automatic business model that enables Robertson Beck to handle its corporate responsibilities and set standards of ethical behavior in order to benefit both employees and customers while following other pro-social objectives. Robertson Beck’s team of experts is responsible for efficiently accomplishing CSR policies across their activities.
CSR implies common objectives among different representatives of the industry who work in cooperation and incorporate social, environmental, human rights aspects within their business operations while maximizing profitability. Robertson Beck views CSR as an integral part of its reputation in the markets as it promotes effective cooperation while following a common goal – business growth and sustainability.
Robertson Beck works on meeting the needs of the nowadays society while encouraging other generations act similarly. The company is supporting and implementing actions to improve areas like protection of natural resources, direction of investments, community lifestyle, technological development, general institutional changes. The company works on ensuring an overall positive impact on society and environment.
Our interest is to benefit our community through services and products that we offer, employment opportunities, sustainability activities, attracting and maintaining cooperation with other industry representatives, setting up facilities for the well-functioning of the business. We build and develop community relations based on confidence, receptiveness and high professional standards. Our activities are both business and society oriented.
Responsible Investment Policy
By respecting the principles of the Responsible Investment Policy, Robertson Beck demonstrates its commitment to invest in a responsible way. The company implements strategies and practices that incorporate environmental, social and governance factors in the decision-making processes.
Professional Integrity and Standards
Robertson Beck positions itself as a leading investment manager that maintains an appropriate ethical behavior and operates according to high professional standards. Professional integrity is ensured by respecting a specially designed Code of Conduct comprising a set of rules that all employees are following.
Meeting Customers’ Expectations
Investment Management and Services
Our Financial Advisors work closely with the clients in order to identify their specific needs and financial aspirations and establish a tailored action plan meant to ensure profitability. Providing a diverse array of products and services as well as offering individual consultancy helps our clients make strong and calculated decisions. Our investment platform includes proprietary and third-party offerings across a wide range of markets and asset classes as well as other investment alternatives. By offering diversity we make sure we cover a large area of business interests.
A wealth plan is necessary for everyone interested in preserving and improving the future of the business and of the family. Whether you are interested in making a profitable investment, retirement planning, funding your children’s education, purchasing an asset – we are able to take the necessary measures and provide you and your family with personalized wealth management services and constant support. We adapt our strategies according to changing circumstances helping our clients achieve both short- and long-term goals.
Wealth Management for Families and Individuals
Based on an explicit understanding of our clients’ specific needs and a research-driven business insight as well as our financial advisors’ proficiency, we provide individuals and families with tailored solutions to preserve, manage and grow their wealth. Robertson Beck helps high-net-worth individuals and families efficiently manage their investments despite the changing circumstances or challenges involved within wealth management. We provide tailored services according to individual and common family criteria.