Our Services
Robertson Beck works with wealthy individuals and organizations to create investment, wealth advisory, financing and lifestyle solutions that closely match our clients’ unique financial objectives.
Our knowledge and experience - We pride ourselves on being highly effective wealth managers. That means we have an in-depth knowledge and understanding of the issues you might face in your long-term wealth management journey.
Your trusted advisor - We have some of the most highly qualified and experienced people in the industry in our team. Your Wealth Advisor will be an experienced professional, typically with a background in law, accountancy or the regulated financial services.
How our Wealth Advisors work with you - Whether you are a successful entrepreneur, a wealthy individual or acting on behalf of an asset-rich family, we can help you manage wealth in the most effective way possible.
- Wealth Advisory - Our Wealth Advisory team can offer a range of ways to effectively manage your wealth.
- Investing - Investment products that span across Asia and access to some of the world’s leading investment managers.
INVESTING
Access to professional portfolio management as well as leading global funds and products.
Discretionary Services
Professional and Beneficial Investment Services
Once entrusting Robertson Beck to manage your investments, our portfolio management team offers you access to the large-scale resources undertaken by our multidisciplinary professionals. Our portfolio managers employ superior analysis and investment competences to determine your financial preferences and achieve the best results. We offer convenient and relevant business solutions giving you the space to focus on extra interests while being confident that your investments are efficiently managed.
Our discretionary portfolio management service incorporates:
- Direct access to experienced portfolio managers and investment specialists
- Superior information resources and high investment capabilities
- State of the art investment techniques
- An outstanding set of investment solutions complying with your individual objectives
- Constant support and adjustments meant to maintain and improve portfolio performance
- Regular reports and statements to keep you updated regarding the results achieved
A Comprehensive Selection of Investments
We work with a variety of investment strategies specially designed to align with your individual objectives, whether you are looking for a stable income or you are focused on capital growth. In the case of large and diversified portfolios, we work with complex alternative solutions designed to address more specific aspects.
Our Portfolio Managers can provide you with a large array of investment opportunities including stocks, bonds, mutual funds and investment alternatives that are not always available for individual investors. Our mission is to ensure portfolio performance despite market conditions and unpredictable challenges.
Execution-only Services
We offer you the possibility to manage your own investments without explicit assistance, by having access to our informational data base and business insights.
Trading Support for Experienced Investors
We support experienced investors, who want to get involved in the financial markets without constant assistance from our advisors, through ensuring access to latest research and market information that facilitates decision making processes.
Experienced investors can control their investments and can execute trades across a wide range of securities including bonds, equities and foreign exchange. We are able to assist by offering access to our network of trading specialists and providing with up-to-date information, business trends and market insights.
A Wealth of Expertise
Through execution-only service, we do not offer advisory services, however your wealth manager can trade for you by being connected to a range of brokers and we provide you with access to expert research. You can also benefit from:
- Access to a special multi-asset class dealing line
- Execution of trades according to your instructions
- Extensive dealing expertise giving access to competitive market pricing
You can efficiently execute simple trades with the help of your private broker based on your established instructions.
Advisory Services
Benefit from professional advice while controlling your investment portfolio.
Get Expert Support in Taking Business Decisions
We can offer you advisory services allowing you to make your own decisions together with your private financial advisor. Your portfolio is under your control and you can be confident in taking decisions while we make sure you understand the benefits along with the risk factors.
Appropriate Advice
Whether you are an experienced investor or a beginner, we can advise you correspondingly so that you take informed business decisions. An essential factor in ensuring efficiency of our consultancy services is to value productive cooperation in the form of receptivity and respect. We discuss upon our recommendations in detail so that you fully understand all aspects involved, thus helping you gain confidence.
The benefits of our advisory services are:
- Investment advice addressing your specific needs
- Access to investment opportunities and business trends along with other detailed market information
- Special access to a wide range of product providers
- Access to comprehensive research capabilities and rigorous due diligence
- Direct access to experts in financial planning
Advisory Investment Service
Based on the advisory investment service you can build and manage your portfolio while regularly receiving updates and reports. This service is appropriate in case you take responsibility over your business decisions while benefiting from our investment advice.
Besides our investment consultancy services, your private investment advisor provides ongoing assistance within taking essential business decisions. While we consider actual business trends and various market conditions, your private investment advisor takes into account your personal preferences, objectives and risk tolerance.
