Wealth Business Buyers Becoming More Selective – Robertson Stephens CEO

Tom Burroughes

2 January 2023

has been concerning for our clients,” Bhattacharyya responded. “During market turmoil our role as wealth managers is to ensure that our clients have wealth plans in place and that their assets are appropriately allocated to a robust set of traditional and, if relevant, alternative assets.”

“It is especially important during times of volatility that we advise clients not to act rashly and thoughtfully make their investment decisions in conjunction with their wealth plans while purposely rebalancing portfolios and revisiting assumptions. At Robertson Stephens, we regularly publish internally generated commentary on the economic outlook and financial markets to help advisors have thorough discussions with clients and support them on investments and planning to reassure them in stressed times,” he added.