Our Company

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

The Belvest team of Wealth Managers has been helping our clients in both onshore and offshore wealth management, providing them with succession planning, wealth building, wealth preservation and asset protection solutions, since 1989.

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

Our Approach

With over 30 years of experience, we know how important it is to respond quickly to market events, and to protect and grow your money.

We believe in Holistic Balance Sheet Management and long-term advisory relationships with clients.

We conduct Regular Strategic Reviews that keep your balance sheet on track. Integrity and professionalism are key to ensure that our clients benefit from:

  • Client-driven wealth management solutions;
  • Insights gained from regular market reviews and reports from a network of leading financial analysts;
  • Access to trusted professionals such as fund managers, lawyers, trust experts and accountants;
  • The strength and flexibility of the best products available from major fund houses, account providers, insurance companies and private banks.

Why do we look at your Holistic Balance Sheet?

Rather than just “sell a product’, we believe professional wealth management is the art of considering your whole financial situation. By looking at your balance sheet holistically, we help you recognise how much you have in financial assets (cash, bonds and equities), real assets (property, commodities and collectibles), and debt (mortgages, loans, credit cards). Together with your protection needs we gain an understanding of where you are and where you want to be. Only then can we put together a detailed and robust plan to help you reach your financial goals.

Our market leading Wealth Management team aims to provide our clients with peace of mind that their balance sheets perform well against mutually agreed performance benchmarks and according to their risk/volatility profiles.

Want to feel good about your money?

We have a new way to manage your money. Sit back and let your money grow over time in portfolios constructed by our finance experts.

Save for the good stuff. Holidays, homeware, whatever your saving goals are, we will help you work towards them. It’s what we do. Aim higher.

We would love for you to meet us

With over 30 years of wealth management experience, we are good at this.

Our People

Careers at Belvest

Belvest provides the ‘best of breed’ financial services to individuals and small to medium-sized businesses. We are a fast moving company and need smart, vibrant and energetic people to join us.

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