Robertson Beck

Why Us

Because the path to reaching your goals begins with a financial advisor.

Robertson Beck’s Advisors harness the firm’s advanced resources and intellectual capital to help create a financial strategy that works for you.

Behind every financial advisor is:

Our capital markets team, helping clients identify and invest in opportunities across all markets and asset classes.
Thought leadership, with our Investment Committee at its core, providing clients to access some of the financial world’s best investment thinking.
An industry-leading advisory program, focusing on proven, consistent investment strategies and a refined manager selection process.

The team
The board of trustees
Independence
Expertise
Research
Planning

The team

Our team members have a distinguished investment experience and overall business background and we have extensive networks throughout Asia. Additionally, we have a broad range of capabilities in deal structuring (binding agreement between parties in a merger or acquisition that incorporates the rights and obligations of each party), due diligence and investment management. Supporting and promoting a diversified business philosophy helps us efficiently perceive various behavioral aspects of the industry and implement relevant approaches.

The Board of Trustees

We have an elected group of individuals undertaking overall responsibility for the company management. The Board of Trustees is responsible for the elaboration of various investment programs and is supervising the company’s operations along with other business aspects. Robertson Beck’s governing body is focused to serve the interests of stakeholders within all types of management decisions. Additionally, the Board of Trustees is responsible for reviewing and approving the operating budget of the company and for controlling the financial management process.

Independence

Besides the main individuals involved in the company’s management, other representatives can be elected based on certain criteria related to areas that belong to the management of the company. The Board is represented by both internal and external trustees. The framework for the Board of Trustees is set by regulatory obligations and entity direction. The Board is divided into committees enabled to manage special areas of the entity.

Expertise

We are engaged to offer a wealth of training, education, competence and experience which are available through exclusive sources. Our professionals are committed to provide services within divergent aspects of the financial industry due to multidisciplinary culture. Furthermore, our specialists maintain their competency based on continuous exposure to learning and experience sharing.

Research

We have access to a large and reliable informational data that empowers us to select specific solutions for individualized demands. We undertake research on a regular basis in order to maximize the knowledge of the markets and of the industry overall. Advisors cooperate with analysts, research members and other industry experts with the aim of amplifying the substantial research process.

Planning

Goal - setting is an essential part of asset management. In order to achieve your business plans and performance objectives, it is essential to create and execute an appropriate plan for the management of your assets. An asset management plan represents a centralized plan transcribing your business expectations, aspirations and performance targets into the expected results.