Bespoke Investment Portfolios

Belmont Asset Management, founded in 1994, is a Cape Town-based wealth management company that provides a specialist investment management service to high-net-worth private clients, both offshore and onshore.

APPROACH


Our business approach hinges on the belief that no two clients are alike. Each has specific requirements and your bespoke portfolio is tailored to meet these. We will take the time to understand your risk profile, your income needs and your long-term investment goals.

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SERVICE


Our service is personal and your portfolio manager will always be available to discuss your investments with you. Above all, we guarantee you integrity, security and transparency in all your dealings with us. Our income is generated by fees, not commissions.

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Our Performance

We deliver consistent, superior investment performance for our clients. View our graphs showing our relative performance over various periods.

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Our People

Our highly qualified and experienced team are the backbone of our business, with our core investment team having worked together for many years. At Belmont Asset Management we have a team-based approach. Key investment decisions are made together, ultimately ensuring we deliver high quality asset management services.

MEET OUR TEAM

Market Insights

Our team research and write quarterly investment reports to keep our clients up to date with changes in both local and international markets.

VIEW REPORTS

Proudly Partnered with Sirius Fund Management

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sirius fund management

“Someone is sitting in the shade today because someone planted a tree a long time ago”

– WARREN BUFFETT