Welcome to Bellevue Equity. Start your journey to financial freedom.

We provide enhanced performance through the application of new technologies and sector focused experience.

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About Us

Bellevue Equity HK provides worldwide financial services and solutions to private, corporate, and institutional investors.

Bellevue Equity is a Hong Kong based company which adheres to a tight legal framework that allows our regional, global, and domestic partners and investors security and peace of mind.

We manage funds for novice and experienced investors who make use of the resources, expertise, and knowledge of our highly qualified investment managers and strategists.

The performance of client portfolios and the safety of investor assets are prioritised by our knowledgeable team as part of our corporate culture. We oversee client funds that are stored with several reputable global custodians, and we regularly manage and track daily performance.

  • Crypto Currencies
  • Stock Trading
  • FX Trading
  • Advisory/Execution
  • IPOs
  • Financial Planning
Financial Intelligence

We understand that everyone’s financial journey is different. Our approach to financial and investment planning is based on your own unique goals.

Capital Preservation

Our flexible and dynamic approach to multi-asset investing provides risk and return benefits not typically achievable by investing in a single asset class.

Global Network

We provide global access and offer a comprehensive solution for your global investing needs with a range of investments adding value to your financial objectives.

Market Experience

Full transparency is knowing exactly how your money is invested. We promote accountability as the gold standard of financial advice.

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About Us

Protecting Investors Interests

Our main objective is to safeguard and grow your wealth so you can have both present and future financial security. Because each of our clients has different needs, objectives, and time constraints, our Wealth Consultants will offer you a personalized service that is diverse and concise.

The value of your portfolio will be increased by recommendations that your wealth consultant makes while discussing your individual investing goals and aspirations. You have total control over your finances and the benefit of speaking with an experienced, licensed professional tailored to your needs.

Our Solutions

We Bring Together Marketplaces & Finance

We maintain a tight working relationship with our investors and promptly advise them of any developments that may have an impact on their investment portfolios, enabling them to make any necessary decisions.

We want you to have a long-term relationship with your Wealth Consultant, one in which you can collaborate, discuss new opportunities, and get market advice while knowing that we have your best interests at heart.

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Our Services

Financial Planning

There are many unknowns in the investing world, and since the “global economy” has become more integrated, there has been an increase in market volatility and unpredictability. At Bellevue Equity, we make use of the idea of Asset Dedication, an approach for managing institutional cash flow that uses assets to balance liabilities. We think that this idea offers a sensible strategy for minimizing as many of those unknowns as possible.

Perhaps our best service is giving clients a disciplined plan to help you navigate the turbulent waters. We are aware that every client’s financial condition and investment objectives are unique and that many investment goals can change over time. We use every investing strategy at our disposal to carry out a client-friendly financial plan that you can understand. In order to address your unique goals and objectives, Bellevue Equity may offer a customised strategy, whether you are in pre-retirement, retirement, or are leaving a legacy.

Bellevue has a competitive advantage in the sectors in which it operates due to our experienced, highly talented investment team with wide origination networks and deep industry understanding, solid governance structures, and a persistent focus on innovation. Bellevue are proactive and uses its knowledge of owning companies through various investment, economic, and political cycles to maximise post-investment value and produce superior returns.

Below are some of the advantages trading with Bellevue Equity:

  • Our clients receive regular investment advice, but ultimately investors decide whether or not to act on the advice.
  • You can discuss your own investment ideas and financial goals with our advisors.
  • A proven tailored investment service to meet your own needs and investment goals.
  • Portfolio guidance and advice on investment construction if or when you need it.
  • Experienced advisors who will advise you when to buy, hold or sell.
  • Your own Wealth Consultant who understands you and your investment objectives, risks and goals.
  • Innovative news and updates when the markets change.
  • A diverse portfolio, not limited to in-house investments or standard stock market offerings.

Our Investments

  • 15% Cryptocurrencies

  • 25% FX Trading

  • 30% Equities

  • 12% Pre-IPOs

  • 18% Reserved Funding

Make an inquiry

Contact us today if you would like to book an appointment with a consultant

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Background History

Mr. Jie Chen, a businessman and former director of a Wall Street firm who began his financial career in 1999 created Bellevue in 2016. This was with the support of his clientele, who were solely motivated to see that he served them in an independent, objective, and unbiased manner. Bellevue's core beliefs have never change, and our strategy is perfectly in line with the needs of our devoted clients.

Our Wealth Consultants have dedicated their lives to help our clients achieve their our personal goals, both inside and beyond the financial services sector. We apply a growth philosophy to ourselves as much as we do to our investments. This helps us comprehend the community we serve better. Our clients choose Bellevue because we have experience achieving significant objectives. We are natural givers and enjoy offering as much assistance in a secure setting, so that our clients may receive sustainable high-quality financial advice.

  • 2016-2017

    Origins

    The newly established Bellevue swiftly positions itself as a leader in Hong Kong processing real-time securities using advanced technology.

    2016 2017
    Launch Establishing Footprint
    Bellevue is formally announced in May 2016, which serves over 30 major clients in its first year, processing an average of 500 trades per night. Bellevue Equity Limited expands its network in Asia with the opening of its USA analytics office. Modifies and enhances brokerage securities processing and grows client base, expanding operations into Canada, USA, Europe and Australia.

  • 2018-2019

    Global Scale and Expanding Capabilities

    Bellevue Equity Limited remains privately owned safeguarding from short-term market pressures, unlike many of its competitors. This flexibility allows Bellevue Equity Limited to invest over time in the infrastructure and technology that enabled the company's Financial Planning Department to flourish.

    2018 2019
    Reshaping Trading
    Capabilities    		 Driving Efficiency
    Bellevue Equity Limited transforms the way firm connects to investors and builds its global presence. Expands investment in cryptocurrency trading. Creates offering for investor communications business, and re-architects laborious time-consuming proxy process, becoming one of the largest full-service brokerage firms in HK with a healthy share of the market.

  • 2020-Present Day

    Next-Level Growth

    Bellevue Equity Limited expands organically and via acquisitions to help new industries transform by integrating state of the art trading platforms to businesses. Becomes a trusted partner of the SFC financial services organization.

    2020 2022
    Reshaping Communications and Securities Processing Building Tomorrow
    Rolls out multi-instrument, multi-currency trading and settlement system. Upgrades to new modern domain: www.bequity.hk. Establishes a new standard for investment and risk management technology, enabling investors to seamlessly manage portfolios across public and private asset classes on a single platform.

10 Most Frequently Asked Questions

How can a BE Advisor help you?

We will discuss your financial goals and concerns during your initial meeting with us. This consultation is free of charge and without obligation.
By getting to know you, we can better answer your financial questions.
The goal of this initial consultation is for you to feel at ease with our advisors.

People come to us for assistance in understanding their finances.
Some people are confused by too many investment options, want to maintain their current lifestyle in retirement, or are unsure how to achieve their financial goals.
For these reasons, we believe it is critical to understand your objectives in order to assist you in maintaining your ideal lifestyle without depleting your resources.

Do I need to invest a lot?

Before investing, make sure you have a sufficient emergency fund and have paid off any unnecessary credit cards or high-interest consumer debt.
If you are single or married and only have one income, it is recommended that your emergency fund cover six (6) months of living expenses.
If you are married or have two income sources, three (3) months of living expenses is an appropriate amount for your emergency fund.

How can I protect my wealth?

Numerous measures can be taken to safeguard your wealth. These include engaging in thorough retirement, estate and trust, and business succession planning, increasing tax efficiency, or developing sound investment strategies. A Wealth Consultants can help you determine which wealth protection efforts make the most sense for you, given your circumstances and goals.

Why should I work with Bellevue Equity?

Some of the most private parts of your life have a direct impact on your personal finances. To assist you in making wiser financial decisions, an unbiased and less sentimental viewpoint is crucial. Our Wealth Consultants make  you aware of fresh concepts and tactics that you would not have discovered on your own. Additionally, they keep you updated on business trends and new rules so you may adapt them to your personal financial circumstances.

Why do should i use an overseas Advisor?

We are a collaborative team of individuals well prepared to better your life situation and empower the financial wellness of our clients. Everyone at BE are transparent and forthright individual, eager to apply their expertise to your situation. We are involved in our communities and schools to better humankind.

What are the your fees?

Our advisory charges are based on a percentage of the client’s (net) profits. The fee is on the sale proceeds only at a fixed rate of 3.5%. We receive no other fees that may confuse the relationship.

How often can I get an update on my account?

We maintain a highly accessible business practice. You can expect to reach us whenever you need assistance by phone, email and in person. Under normal circumstances, we offer a full service advisory account to all our clients, giving you up-to-date market news delivered to you by your advisor on a weekly basis.

What is your financial philosophy?

We are client-focused and committed to building long-term partnerships with them. We take our position as financial planners very seriously, and we are dedicated to always acting in our clients’ best interests. We’re not only “brokers,” but also Wealth Managers that want to be a part of your life.

What is the process you follow when managing my investments?

We conduct thorough research to design effective investment strategies, and we monitor these investments on a regular basis to ensure that they are performing as intended. Your investment decisions are made in conjunction with your other major financial objectives.

What aspects of investing can you help with?

All parts of your financial life that worry you are important to us, and we will discuss them throughout our regular talks.

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