Bentley Reid

Who we are

Originally founded in 1979, Bentley Reid is an independent wealth management firm dedicated to providing long term financial solutions to wealthy individuals, their families and advisers. A well-resourced, boutique investment manager, Bentley Reid emphasises performance and service over asset gathering. Bentley Reid never takes title to client assets and uses AA rated independent banks to custody client portfolio funds.

Our clients are successful entrepreneurs, professionals and business people who have saved material capital during their working lives, sold businesses or inherited family wealth. Where portfolios are held in Trust and company structures, we understand the fiduciary responsibilities of Trustees and have proven expertise managing portfolio funds within such entities. Tax imperatives and other technical requirements can be seamlessly incorporated into ongoing discretionary management.

Bentley Reid is owned by the Group’s senior Executives and trusts that benefit the Bentley family. Our only remuneration comes from client fees that are clearly and openly declared. Indeed, Executives invest alongside clients in the Bentley Reid funds at standard fee levels. We believe in transparency and a demonstrable absence of any conflict of interest.

What we do

From our offices in London and Hong Kong, Bentley Reid offers investment advice and discretionary management to wealthy individuals, their Trusts and charities.

Our primary objective is to preserve the financial success and security of our clients. Though equity and bond index returns are of interest in the short term, our focus is on providing attractive real returns, over the investment cycle, for any agreed level of portfolio risk. As managers, we endeavour to invest for the long term, avoiding high turnover and short term market timing.

We draw upon a diverse range of asset classes to meet our client requirements, actively managing exposure to specialist managers of equity, bond, currency, property and alternative asset funds. We manage a broad array of mandates ranging from low risk, yield based portfolios to risk tolerant global growth mandates. Given the diverse, international nature of our existing client base, we offer mandates that seek to maximise returns in Sterling, US Dollars and the Euro.

Working with a client’s chosen Advisers, we invest time to achieve a clear understanding of the circumstances that will inform a portfolio mandate. Only then can we create a tailored investment approach to suit the requirements.

Contacts

George Holmes
London
Client Executive
george.holmes@bentleyreid.co.uk
+44 (0) 207 227 8430