The firm’s addition to the Strategic Advice team will enhance the abilities and quality of its advisory services
Robertson Beck, an advisor-owned financial services company 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 of delivering and implementing strategies for high-net-worth investors and has a great deal of experience in the financial services industry.
Mr. Wu will be responsible for leading the Strategic Advice team which delivers training and technical support to Robertson Beck’s team of advisers in order to improve their competencies in an ever-evolving market. This includes providing expert advice across asset classes, risk mitigation strategies, and technical analyses on new market trends, all translating into benefits of Robertson Beck’s advised customers. Mr. Wu will also work closely with Robertson Beck’s network of partners, helping to develop their knowledge and understanding of the suite of strategic advice that Robertson Beck offers.
Robertson Beck’s Chief Executive Officer, Eric Teng, said Mr. Wu’s appointment will further strengthen Robertson Beck’s quality advice delivered to its client base. “Henry is well-regarded in the industry and has a multiyear experience in delivering strategic advice. As a knowledgeable 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,” said Mr. Teng.
“The Strategic Advice team manages complex topics and Henry’s ability to simplify these engagingly will be a real advantage for our advisers, high net worth customers, and industry partners. Delivering high-quality advice is a key differentiator for Robertson Beck and Henry’s arrival will further strengthen our advice proficiency and delivery,” added Mr. Teng.
Mr. Wu has specialized in financial consulting for an imposing period and he has held senior regulatory, consulting and management roles in the financial services industry. He holds a Bachelor of Business Strategy from the Singapore Management University.
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.