Paul Beachy Head, Managing Director and CIO

paul-beachyPaul holds a B Bus Sc (Actuarial Science Hons) degree from UCT. He joined Belmont in 1999, having previously been GM Equities for a large institution. Paul has over 38 years’ investment experience and as Belmont’s Chief Investment Officer oversees investment strategy and manages client portfolios. He is also involved in overall business strategy and client liaison.



Carol Lotz, Director

carol-lotzCarol completed UNISA’s Programme in Investment Analysis and Portfolio Management and holds a certificate in Financial Markets and Instruments from the Academy of Financial Markets. Carol joined Belmont in 1998 and has 20 years’ industry experience. She is a member of the investment and business strategy team, manages portfolios and liaises with clients.




Tom de Moyencourt, Director

TomTom graduated with a B Bus Sc (Finance) degree from UCT and is a CFA Charterholder. Tom joined Belmont in 2015 as a portfolio manager and brings with him diverse experience gained through a dozen years of analysing and investing in the markets.





Wendy Bloomer, Portfolio Administration Manager

wendy-bloomerWendy joined Belmont in 2001 and is responsible for portfolio administration and statistics. Wendy completed a Higher Diploma in Education (Commerce) in 1989 at UCT and has over 20 years industry experience.





Cassidy Clarke, Personal Assistant to the MD and CIO

Cassidy holds a B Com (Marketing) degree and is a trainee investment analyst. Cassidy is our primary client interface and has additional functions in marketing, compliance and office management.