How We Can Help

Why Belvest?

We believe in what we call Holistic Balance Sheet Management.

Belvest was originally established in Hong Kong in 1989. With our years of experience, we know how important it is to you to have a trusted adviser to help you grow and protect your wealth. Our aim is to become a reliable partner who really understands you, and who’ll be there for you long term.

We are licenced by the SFC, the MPFA and the Insurance Authority to conduct regulated activities.

We pride ourselves in your experience.

Grow and preserve your wealth

We put together detailed and robust plans to ensure you reach your financial goals within your tolerance for risk while sitting back and relaxing. Our pride in your success is why we emphasize long-term advisory relationships with clients so let us plan your future. We’re good at it.

Protecting your wealth and those dear to you

Protecting your wealth and those dear to you is our number one priority. Belvest can assist you by analysing your exact needs and carefully considering your budget.

Invest for good

Sustainable (or ESG) investing is important to Belvest. Environmental care, impact on society and demanding good business governance is consistent with our core belief of long term investing.

For the younger generation

The best time to start saving is NOW.
You have your own goals in life and we want to help you achieve them. We look at your needs today, your ambitions for the future and how your lifestyle might change. Then we put together a plan unique to you.

We can really help and would love for you to meet us
Money Mind
What does Jam have to do with successful investing?

In early 2000 a couple of US academics published a research paper on decision making, and while the experiment was not investment focused, the lessons

Weekly Insights
Bipolar markets

Going forward it seems we must learn to live with the market’s disorders while central banks’ interventions remain the only effective treatment.

Insights Monthly
Monthly viewpoint – December 2023

There is good value in non-US markets, notably the UK, where valuations are
particularly attractive after a period of relative weakness