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Robertson

Investment Management

Client-Focused, Results-Driven,
Success-Aligned Global Family Office 
& Capital Markets

A Business Founded on a Simple and Powerful Model

We invest substantial capital alongside our clients in every asset class. We have since 1976 – W. Michael Robertson, Robertson Investment Management Founder and CIO, 1976 – 2016

We invest substantial capital alongside our clients in every asset class. We have since 1976

–W. Michael Robertson, Robertson Investment Management Founder and CIO, 1976 – 2016

Family Office Management

Robertson Wealth Management offers a wide range of single and multi-family office services. Our multidisciplinary approach to wealth management helps you and your family understand, build and sustain your wealth.

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Financial advisory

Robertson Wealth Management offers independent business advisory and corporate financial services. We advise our family office clients on private equity, mezzanine, senior, and project debt procurement and investment.

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Investment management

Robertson Wealth Management works with families who wish to preserve and enhance their wealth. We also apply our expertise to help families pursue a broader set of life goals.

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Bespoke Solutions

Tailored Strategies For Our Clientele

Robertson Investment Management provides discretionary and non-discretionary investment management services and bespoke solutions to families, foundations and global institutions.

Founded in 1976, we manage money for thousands of families and Institutional clients globally, with expertise in all major asset classes, including public equity, fixed income, alternatives, private equity, venture capital, real estate, non-performing credit and natural resources.
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Robertson

Wealth Management

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True relationship developing the futures

WHAT WE PROVIED

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TESTIMONIALS

What our clients say

Alex
New York

I express my deep gratitude to the team for the impeccable and productive service to the company activities based on the results of seven years of joint work I recommend the services

Ron
New York

I express my deep gratitude to the team for the impeccable and productive service to the company activities based on the results of seven years of joint work I recommend the services

Alex
New York

I express my deep gratitude to the team for the impeccable and productive service to the company activities based on the results of seven years of joint work I recommend the services

Ron
New York

I express my deep gratitude to the team for the impeccable and productive service to the company activities based on the results of seven years of joint work I recommend the services

Alex
New York

I express my deep gratitude to the team for the impeccable and productive service to the company activities based on the results of seven years of joint work I recommend the services

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