Robertson Beck Announced the Launch of a New Platform to Strengthen Collaboration Between Advisors and Customers

The new platform will deliver great benefits to customers and the firm itself

Robertson Beck, an advisor-owned financial services company serving high-net-worth individuals and institutional clients, has announced the launch of the Alliance Platform which will see investors gain access to the tools, research, and intellectual property of Robertson Beck to complete their research and analysis. The firm’s strategic move will set our firm apart from other consultants in the institutional advisory market.
The Robertson Beck Alliance Platform is a suite of proprietary, analytical tools and research databases that Robertson Beck consultants use in their analysis and advice. Further development of the Platform will be based on customers’ preferences and feedback, with several components specifically focused on providing technology for them to run their investment functions.
The recent increase in internal capability across the investment industry, especially within the larger institutional investors, combined with stronger regulatory requirements, has modified the landscape for consultants and the type of advisory services investors now seek from them. We believe Robertson Beck is the first of the financial services firms to genuinely re-shape the consulting model for working collaboratively with investors.
By providing our customers the real-time and interactive information and modeling tools, we will increase the level of collaboration between advisors and customers and as a result, customers will be able to suggest new products and services in partnership with us.
Robertson Beck Senior Vice President, Jason Min, explained: “The environment for investors has evolved rapidly in recent years and so financial services firms had to re-shape their businesses to face the changing requirements of their customers. That requires more than a twist or an adjustment of existing approaches and programs, but rather a fundamental shift in the way advisors and investors interact.”
At Robertson Beck, we are convinced that two key elements will be at the heart of the evolution the market seeks. The first one is an increase in the role technology can play and, the second one is the desire for investment teams to deepen their role in the structuring and operation of their portfolios.
Mr. Min notes that: “The launch of the Alliance Platform, will bring us strong growth and we believe this new and path-breaking approach to collaborative consulting will deliver further and genuine benefits both for our customers and the firm itself.”

Robertson Beck
Henry Wu
Address: CapitaGreen, 138 Market Street, 048945, Singapore

pr@robertson-beck.com

About Robertson Beck
Robertson Beck is an advisor-owned financial services company serving high-net-worth individuals and institutional clients. Robertson Beck strives to provide outstanding long-term investment performance, service and a comprehensive suite of investment management solutions to a diverse client base, including institutions, corporations, and wealthy individuals. Our advisors are experienced professionals with large and established advisory practices. Fully supported by an industry-leading infrastructure and never beholden to sales quotas, Robertson Beck advisors have proven track records and the shared goal of putting clients first. We are owners in a true partnership in the business of providing trustworthy advice to our clients.