Who we are
Bentley Reid is an employee-owned business that was founded in Hong Kong in 1979 by Nic Bentley, our Chairman Emeritus.
In the four decades since, our focus has always been on building long-term relationships with a limited number of high-net-worth individuals and families from around the world.
Like many wealth managers we offer a comprehensive range of solutions covering financial planning, tax advice, and investment management, but we pride ourselves on providing these with the most attentive and customised service.
The business is owned and managed by the founding Bentley family and the staff. This allows us to be nimble and dynamic, whilst also focusing on the long-term. We rely upon this independence to find a strategy that is right for you and then deliver it in a personalised way.
We purposefully ensure your dedicated Bentley Reid Director and their team only look after a limited number of clients, ensuring they have the time to truly understand your unique situation, attitudes and goals. The result is a higher level of trust, leading to long-lasting relationships that often span generations.
We also recognise that transparency and communication are the bedrock of excellent service. Whether you prefer in-depth or summary reports, face-to-face or online meetings, we aim to provide information and to interact in a way that suits you best.
Bentley Reid is dedicated to earning and maintaining your trust. We’re here to provide you with the best possible service and solutions that meet your aims and aspirations.
“As a second generation, family-owned business, we have first hand experience managing the opportunities and challenges born of accumulated wealth and the transfer of responsibility between generations.”
Rupert Bentley – Chairman
What we do
Our primary purpose is to protect and grow the value of your capital, but we recognise every investor is different. Whether you seek a low risk portfolio that generates a steady income or a higher risk approach that pursues capital growth, we offer a wide range of investment strategies that can be tailored to your needs.
The majority of our assets under management are managed on a discretionary basis by our in-house team of investment professionals. Depending on the mandate, these portfolios are invested across a range of conventional, liquid holdings like equities, bonds and alternative assets. We are long-term active investors that allocate to both defensive assets and higher-risk, return-seeking opportunities. Whatever the investment, we always seek to limit the associated costs.
For more risk-tolerant clients we manage Sustainable Investment and Digital Asset mandates. We can also provide access to private equity, venture capital, property and hedge funds where we have undertaken extensive due diligence to identify the ‘best-in-class’.
We also offer an investment advisory and execution-only service, subject to a minimum portfolio size. This service is completely open-architecture, providing you with an exposure to the broadest spectrum of investment opportunities.
The security of your assets is paramount. Client monies are always held in segregated accounts with major global custodians. Funds are never co-mingled and are not exposed to the creditworthiness of Bentley Reid. In all jurisdictions of operation, our entities are fully authorised and regulated by the relevant local authorities.
At Bentley Reid, we pride ourselves on regular and clear communication. You will be appointed a dedicated Director who is always available to address any questions or concerns you may have. And if you prefer to digest information online, our secure portal provides 24/7 access to your arrangements.
