Belmont

Financial Group

00852 5803 2789

00813 4588 1379

info@belmontfinancialgroup.com

History doesn't repeat but it rhymes

About Us

A FEW WORDS ABOUT US

Belmont Financial Group is comprised of two specific sections, our Private Clients Division & the Institutional Clients Division. The Private Client Division primarily specialises in wealth management for individuals and families. Drawing on decades of combined experience in the global financial markets, they aim to implement the wealth solutions necessary to both preserve and grow the assets that our clients have worked so hard to achieve.

Our Objective

"Our objective is to improve the financial prospects of our clients and their families. Whether your goal is to bolster your income or to create a prosperous future for your family, we will be right beside you every step of the way.. "

Belmont

Our Mission

PHILOSOPHY

ACCESS TO INDUSTRY EXPERTISE

We believe that the best solution to any problem is achieved through the collaboration of a range of people with unique ideas and viewpoints.

Our clients have access to investment solutions through strategic partnerships with our investment teams, representing over 635 investment professionals, capitalizing on the market insights, risk management expertise, and years of experience at our disposal.

Our Leadership Team

 a.robertson@belmontfinancialgroup.com

           For all enquiries please email

ADAM ROBERTSON

MANAGING DIRECTOR

 d.mason@belmontfinancialgroup.com

 For all enquiries please email

DANIEL MASON

SENIOR RESEARCH ANALYST

  j.young@belmontfinancialgroup.com

  For all enquiries please email

JONATHAN YOUNG

SENIOR PORTFOLIO MANAGER

a.vesterberg@belmontfinancialgroup.com

    For all enquiries please free to email

ANDREW VESTERBERG

SENIOR PORTFOLIO MANAGER

d.vandergaard@belmontfinancialgroup.com

 For all enquiries please email

DANIEL VANDERGAARD

SENIOR PORTFOLIO MANAGER

l.morgan@belmontfinancialgroup.com

 For all enquiries please email

LARS MORGAN

SENIOR PORTFOLIO MANAGER

e.rush@belmontfinancialgroup.com

For all enquiries please email

EDWARD RUSH

SENIOR COMPLIANCE OFFICER

r.saxon@belmontfinancialgroup.com

 For all enquiries please email

RICHARD SAXON

SENIOR PORTFOLIO MANAGER

Belmont

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