The addition of the firm to the strategic advisory team will improve the capabilities and quality of its advisory services
Robertson Beck, an advisor-owned financial services firm serving high net worth individuals and institutional clients, today announced the appointment of Henry Wu as head of strategic advice. Mr. Wu has an impressive track record in delivering and implementing strategies for high net worth investors and has extensive experience in the financial services industry.
Mr. Wu will be responsible for leading the strategic advisory team which provides training and technical support to the Robertson Beck advisory team to enhance their skills in an ever-changing market. This includes providing expert advice on all asset classes, risk mitigation strategies and technical analysis on emerging market trends, all translating into benefits for Robertson Beck’s advisers. Mr. Wu will also work closely with Robertson Beck’s network of partners, helping them develop their knowledge and understanding of the suite of strategic advice offered by Robertson Beck.
Robertson Beck CEO Eric Teng said Mr. Wu’s appointment will further strengthen Robertson Beck’s quality advice to his clients. âHenry is well regarded in the industry and has many years of experience providing strategic advice. As a savvy technical and market expert, he will play a very important role in Robertson Beck’s process of identifying, structuring and delivering new strategic investment solutions, âMr. Teng said.
âThe strategic advisory team handles complex topics and Henry’s ability to simplify them in an engaging way will be of real benefit to our advisors, high net worth clients and industry partners. Providing high quality advice is a key differentiator for Robertson Beck and the arrival of Henry will further strengthen our competence and advice, âadded Mr. Teng.
Mr. Wu specialized in financial advice for an impressive period and has held leadership positions in regulatory, advisory and management roles in the financial services industry. He holds a Bachelor of Business Strategy from Singapore Management University.
About Robertson Beck
Robertson Beck is an advisor-owned financial services firm serving high net worth individuals and institutional clients. Robertson Beck strives to provide exceptional long-term investment performance, service and a full range of investment management solutions to a diverse clientele including institutions, corporations and high net worth individuals. Our advisers are experienced professionals with extensive and established counseling practices. Fully backed by state-of-the-art infrastructure and never subject to sales quotas, Robertson Beck Consultants are proven to work together with the common goal of putting customers first. We own a true partnership with the goal of providing trustworthy advice to our clients.