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Belmont Asset Management

Belmont Asset Management

Belmont Asset Management in Constantia offers a bespoke portfolio management service to high net worth clients. With a 20 year track record in the industry, Belmont enjoys an enviable reputation for delivering consistently superior investment performance, both onshore and offshore.

David Leslie, Managing Director of Belmont comments, “At Belmont, we deliver quality asset management and personal service. We have found that the demand for bespoke portfolios has increased in recent years, since investors really value the personal service which we offer. For example, if a client calls our office, they will always be able to speak to a director if they require information or advice. This same level of service is often lacking with some of the bigger players in the industry.”

Leslie continues, “We follow a robust investment philosophy, which focuses on the selection of high quality equities and value as the cornerstones of our approach to wealth creation. We are also acutely aware of the importance of timing, which can have a significant impact on portfolio performance. Since each portfolio is individually managed and structured, we constantly have new cash, which needs to be filtered into the market for optimal growth. This is where timing becomes critical. This investment philosophy has served our clients well over the years, since they have benefited from superior investment returns at a low level of risk.”

Belmont’s reputation for successful, low risk investing means that the company enjoys consistent referrals and has substantial assets under management.

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