Frequently Asked Questions

We are licenced by the Securities and Futures Commission in Hong Kong, licence number AAG749, to conduct regulated activities.

We are licenced by the Insurance Authority in Hong Kong, licence number FB1071 to conduct regulated activities.

We are licenced by the Mandatory Provident Fund Schemes Authority in Hong Kong, licence number IC000614, to conduct regulated activities.

We believe that a good financial plan needs to be tailored to individual and family needs and reviewed on a regular basis to reflect changes in personal circumstances, legislation and market conditions.
We aim to provide our clients with piece of mind and ensure that our clients benefit from:

• Tailor made 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; and
• Regular strategic reviews that keep balance sheets on track.

Together with you we conduct a confidential fact find of your current financial situation before we start to create your personlised financial plan. You are welcome to get in touch with us here

Rather than just “selling a product”, we believe professional wealth management is the art of considering your whole financial situation. By looking at your entire balance sheet, 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.

Strategic Asset Allocation constitutes the most important step in constructing investment portfolios. Asset classes such as equities, bonds and cash have different characteristics meaning that they respond differently to changing economic scenarios. These differences allow for the creation of multi-asset portfolios with complementary holdings.
The asset allocation process of our investment managers is disciplined, robust and valuation driven. They build portfolios with true diversification across a wide range of non-correlated assets. ‘Best of breed’ fund solutions are then used to construct each portfolio. Having an unconstrained choice allows for selecting the most appropriate investment managers for any particular asset class. Portfolios should aim to create the best combination of investments to provide optimal returns relative to each investor’s tolerance for risk.

Our Wealth Managers provides a holistic solutions based approach to wealth management.  Beyond selling singular product to fulfill customer needs, Belvest considers a client’s particular need in the context of a their long term wealth and protection objectives. Our services range from Discretionary Portfolio Management to local and international pension advice, estate and succession planning, employee benefit arrangements, as well as, specialist expatriate services particularly for Australian and British citizens.

Yes. Belvest is a unique specialist in local and international pension arrangements.  In partnership with leading Hong Kong and international pension specialists, our depth of research and understanding of the pension environment is a unique point of differentiation when it comes to international pensions, notably in the UK and Australia, as well as locally, with MPF and ORSO.

Sustainable (ESG) Investing is important to Belvest. Environmental care, impact on society and demanding good business governance is consistent with our core beliefs, as well as, successful long term investing. We provide our clients with access to funds with sustainable investing goals.