120B Underwood Street,
Paddington NSW 2021,
02 8030 7044
120B Underwood Street,
Paddington NSW 2021,
02 8030 7044
In a globalised world with rapid technology-based disruption, we believe investing a substantial portion of your wealth in Australian equities is a significant risk. Australia only makes up less than 3% of global equities, and the Australian market predominately comprises of companies which are old-world, highly geared, commodity-based and capital intensive.
We believe the key to successful investing is understanding what quality businesses are and not overpaying for these businesses. Once this is achieved, most of the hard work is already done and you should start seeing fabulous long-term returns.
At Bellevue, we enjoy investing in the best global businesses, and strive to own a portfolio of companies with:
We are unaffiliated with any major institutions and brokers, which allows for market-wide, conflict-free research, analyst access and corporate deals.
We provide clients with full control, ownership, and transparency of their portfolio along with the tax advantages of direct-share ownership.
We provide an institutional grade offering with personalised service and direct relationships with the portfolio managers.
We manage a globally diversified portfolio of resilient, high-quality companies selected based on our disciplined and rigorous investment process and managed to our strict investment mandate.
We provide full administration and taxation reporting to our clients so you can accurately track performance and minimise the end of financial year tax burden. We use a leading platform in Australia allowing 24-hour access to view your portfolio.
We take a global view and invest in the businesses we believe will best deliver outperformance. As we invest in the same portfolio as clients and our remuneration is linked to this performance, each investment is rigorously researched and considered.
We keep you informed about your portfolio’s performance and global markets each month. We also pride ourselves on efficiency – using the best emerging technology available at any given time.
We draw on over 35 years of collective financial market experience to ensure our clients have the utmost confidence in their investment journey with us.
Investing in the same portfolio alongside our clients ensures alignment and your needs and desired outcomes are always put first.
Total return after all fees
Growth of $1,000,000*
Since inception 14 January 2019
Our Performance
Secure your financial future today.
Bellevue Private Investments Pty Ltd is a Corporate Authorised Representative of Integrity Private Wealth Pty Ltd (ABN 45161731479, AFSL No. 436298)
