Bellevue is an independent investment management company specialising in equity portfolios designed to grow and safeguard the wealth of our clients over the long-term.

Bellevue provides independent, discretionary portfolio management services to high net worth clients and family offices through direct share ownership.

We believe that equity portfolios comprised of some of the best businesses in the world provide a higher margin of safety and will deliver superior compound returns over the longer term relative to the index.

We are unaffiliated with major institutions or brokers which allows for a market-wide view, removes conflicts and ensures client outcomes are always put first. Our portfolios provide clients with full transparency and control, along with the tax advantages of direct share ownership.

Bellevue’s founders have over 25 years of financial markets experience and have worked together since 2010. The investment team are the owners of the business and we invest in our portfolios alongside our clients, assuring there is a strong alignment of interest.

Categories: Financial Services