Tailored, personalised, shares investment management

Professional portfolio management designed and executed especially for you.

Experienced

Over 30 years experience investing in Australian and global shares.

Personal

Communicate your goals directly to the portfolio manager.

Transparent

Title for all cash and shares stay with the client, and can be monitored anytime via the online client portal.

Our portfolio managers come with a range of industry experience and utilise the latest research and global insights when making investment decisions.

We help clients manage risk, optimise returns and take the stress out of managing investment in Australian and Global shares

Investment outcomes to suit your goals

Unlike traditional managed funds that pool funds for investment, an individually managed account provides greater flexibility, the ability to time the buying and selling of shares to suit tax planning and no entry or exit costs.

Why Choose Us?

At Belvedere, we truly understand and appreciate the trust being afforded to us by our clients when they make the decision to have us manage their investment portfolio.

This trust is never taken for granted and when making investment decisions, our close knit team apply their decades of experience when analyising the latest research and global economic data, to ensure that our clients take on only the level of risk they are comfortable with.

Proven Track Record of Outperformance

  • Belvedere IMA
  • ASX200 Accumulation Index

Net of fees, Belvedere’s funds under management outperformed the ASX200 Accumulation Index by 7.92%.  This can be attributed to a conservative and patient approach when adding investments to portfolios and the superior liquidity and flexibility that can be achieved through individually managed accounts in comparison to traditional managed funds.

Download a copy of the yearly breakdown and the independent review report.

Belvedere in the media

Our experienced portfolio managers appear regularly as guest experts on Sky News Business.

Testimonials

Here’s what some of our clients have said

Frequently asked Questions

What is an individually managed account?

Like a managed fund, an individually managed account (IMA) is a professionally managed equities investment portfolio however, an IMA can be tailored to suit the specific investment strategy required.  Typically this structure is more flexible and nimble.  There are also no transaction costs associated with setting up the account, or moving it to another manager.

Who's title is the cash and shares held in?

The shares and cash are both held in the name of the investor, whether that be an individual, self-managed superannuation fund, company or foundation.

Can I transfer my existing portfolio?

Yes.  Belvedere can be appointed to manage your portfolio and you need not incur any fees, or trigger capital gains by selling down your existing portfolio.  We are often engaged to re-structure under-performing portfolios or re-balance to mitigate risk while aiming to manage transaction costs and tax exposure.   

Latest News

Afterpay’s Capital Raising, Plus Where to Park your Money in a Risky Market

This week our Portfolio Manager Steven Everett appeared on Ausbiz News Channel to chat about how he sees the market right now. Having initially been an investor in Afterpay back in its infancy, Steven’s now changed his view and feels the market has run too far for this well talked about tech unicorn and is […]

Still a crash, just a slow one…

Originally emailed to our mailing list on Friday December 14, 2018 The last few months has seen global stock markets more or less crash, resulting in many of our top 50 stocks trading at over 30% lower than they were earlier in the year and in a number of cases at or near 5-year lows. […]

Investing in 2019 and Beyond

We are about to embark on a very different era for investing in Australia and across the globe.  As we near the close of 2018 our firm paused to reflect on the year and in doing so, it became clear just how much has happened and the profound effect it is likely to have on our economy moving forward. This isn’t to say that we expect things to be worse or better for the next two to three years, just different. 

Corrections aren’t to be feared

Corrections such as the markets experienced in October are never nice but they are part and parcel of live markets and have to be accepted and taken advantage of.  When prices are falling, sentiment turns negative and human nature prevents most from buying.  Even for professional investors it is not easy buying when in all […]

Don’t get bitter, get better.

It’s always tough to admit when we get something wrong however, reflecting on our mistakes can help guide us to make exceptionally better decisions in the future.

Is increasing corporate activity a sign of things to come?

A noticeable increase in the number of attempted takeovers is leading to significant gain for current investors.

Sky Business News – Update on Apple, HACK and BWX – 2 May 2018

I was part of it, until I couldn’t stand it any longer.

The Banking Royal Commission shining a spotlight on financial advisers is no surprise to many. It is long overdue. My wife will attest that I have been on my high horse about this for decades. Worse still, previous enquiries failed to address the core conflict of interest. The issues are systemic.

Massive News from Tawana Resources

Massive news from Tawana Resources as the Board moves to spin off selected assets into new public Company

Steven Everett on Sky Business News talking Tawana Resources, Codan Electronics and Google’s Crypto Ban

Belvedere Share Managers’ Steven Everett discussing the recent decision by Google to ban Crypto advertising, the upside potential of Tawana Resources and the under-the-radar play Codan Electronics.

Afterpay’s Capital Raising, Plus Where to Park your Money in a Risky Market

This week our Portfolio Manager Steven Everett appeared on Ausbiz News Channel to chat about how he sees the market right now. Having initially been an investor in Afterpay back in its infancy, Steven’s now changed his view and feels the market has run too far for this well talked about tech unicorn and is […]

Still a crash, just a slow one…

Originally emailed to our mailing list on Friday December 14, 2018 The last few months has seen global stock markets more or less crash, resulting in many of our top 50 stocks trading at over 30% lower than they were earlier in the year and in a number of cases at or near 5-year lows. […]

Investing in 2019 and Beyond

We are about to embark on a very different era for investing in Australia and across the globe.  As we near the close of 2018 our firm paused to reflect on the year and in doing so, it became clear just how much has happened and the profound effect it is likely to have on our economy moving forward. This isn’t to say that we expect things to be worse or better for the next two to three years, just different. 

Corrections aren’t to be feared

Corrections such as the markets experienced in October are never nice but they are part and parcel of live markets and have to be accepted and taken advantage of.  When prices are falling, sentiment turns negative and human nature prevents most from buying.  Even for professional investors it is not easy buying when in all […]

Don’t get bitter, get better.

It’s always tough to admit when we get something wrong however, reflecting on our mistakes can help guide us to make exceptionally better decisions in the future.

Is increasing corporate activity a sign of things to come?

A noticeable increase in the number of attempted takeovers is leading to significant gain for current investors.

Sky Business News – Update on Apple, HACK and BWX – 2 May 2018

I was part of it, until I couldn’t stand it any longer.

The Banking Royal Commission shining a spotlight on financial advisers is no surprise to many. It is long overdue. My wife will attest that I have been on my high horse about this for decades. Worse still, previous enquiries failed to address the core conflict of interest. The issues are systemic.

Massive News from Tawana Resources

Massive news from Tawana Resources as the Board moves to spin off selected assets into new public Company

Steven Everett on Sky Business News talking Tawana Resources, Codan Electronics and Google’s Crypto Ban

Belvedere Share Managers’ Steven Everett discussing the recent decision by Google to ban Crypto advertising, the upside potential of Tawana Resources and the under-the-radar play Codan Electronics.

Request a Call Back

Would you like to speak to one of our portfolio managers? Just submit your details and we’ll be in touch shortly. You can also phone David on 0419 395 575 or Steven on 0438 774 577 if you would prefer.

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