Robertson Baxter Year End Report 2013

The end of 2013 has seen us update the Due Diligence Questionnaire on Robertson Baxter to provide a further insight into our business. This document also assists the many professionals we work closely with to satisfy the due diligence requirements laid down by their professional bodies when making client introductions to us.

Generally 2013 was the year that world economies finally turned the corner after the financial crisis and this was reflected in the performance of global stock markets. If you were brave enough to invest in Venezuela last year their stock market rose by 452%; in more established markets in the US the Nasdaq exchange rose by 33.7% and in the UK the FTSE 100 rose 14% – its best performance in four years.*

Against this positive backdrop for investors Robertson Baxter has continued to grow both in terms of client numbers, assets under management and staff numbers, we also received some high profile industry recognition. Highlights include:

  • 3 new staff members joined in 2013; Simon in client advisory, Gillian in technical and Wendy in administration
  • We have already taken on a new member of staff in 2014 to support our technical department
  • Funds under management increased 28.5% to 116,014,482
  • Named as a New Model Adviser Top 100 firm 2013 and in association with The Times and VouchedFor Top 200 firm October 2013

Whilst the coming year will hold many challenges for the economy, with growth prospects vulnerable to the impact of withdrawal of stimulus measures in the US, we remain optimistic about growth in 2014. Robertson Baxter aims to continue to build on the reputation we have gained for providing the highest quality of independent financial advice and ongoing service to families, trustees and charities in Yorkshire.

*Source; FE Trustnet 15th January 2014


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