Who We Are
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.
Our advisors
Benefiting from an industry-leading infrastructure, Robertson Beck advisors have proven high recorded performance and a client centered approach. As an owner of a partnership, we offer trustworthy advisory services to our clients and our success is represented by our clients’ achievements.
We value strong proficiency and we entitle new advisors based on an exclusive selection. In order to become part of our team of advisors, candidates are subject to a rigorous acceptance process. Robertson Beck financial advisors have a great deal of experience within multiple market cycles. Every experienced advisor of Robertson Beck is committed to provide high level service for our clients. As partners and owners of Robertson Beck, our advisors undertake the responsibility to achieve our clients’ financial goals, thus ensuring the company a reputable position in the industry.
Open Source and Employee-owned
Robertson Beck implements an open-source model which means that the financial services we provide are competitive in a healthy way and beneficial for business growth. The Robertson Beck business culture implies the use of strong resources, in-depth research and innovative technology. Being an employee-owned firm, Robertson Beck’s team members are highly result oriented and fully involved in the process of business development.
Aligned Interest
We materialize our clients’ aspirations
Our goal is to transform our clients’ needs into the core essence of our business by ensuring transparency and safety within operations management. Robertson Beck is focused on helping investors successfully manage their portfolios by offering customized support and implementing innovative investment strategies. We are highly receptive to our clients’ inquiries and are interested in developing productive and profitable relationships.
Convenient Fee Structure
Robertson Beck ensures profitability and growth through high quality financial advice and business consultancy. Our fee structure is created for clients to acknowledge our standards and acts on their expectations when it comes to working with particular businesses.
Robertson Beck engagements are:
- Reflective of market-driven pricing
- Transparent and comprehensive
Robertson Beck’s advisors are also investors, therefore, they are having direct impact on the overall success of the company. We reflect our clients’ interests when making business decisions.
Offering Security in Times of Uncertainty
Under fluctuating market conditions, investors and advisors are looking for a safe way to preserve capital and generate profits. One of the fundamental approaches of Robertson Beck is third-party management which contributes to maximizing efficiency in different aspects of the business management. Robertson Beck cooperates with some of the most respected, reliable and secure representatives of the marketplace in order to serve its client base at the best.
The Effects of Broad Accessibility
Having access to a large suite of resources, Robertson Beck enables every advisor to use various methodologies and techniques while serving customers and cooperating with other parties. Among these resources are extensive analytical practices, financial planning capabilities and the use of specially designed trading platforms. While being committed to proven strategies, Robertson Beck is open and flexible to adapt according to various market conditions and challenges.
