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What is your return target and how much risk are you willing to take? Are there certain markets and asset classes that you prefer or would rather avoid?
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.
At the outset of our relationship, we agree a clear schedule of fees with you. Being transparent, commercial and fair, we welcome open discussions to agree a mutually acceptable fee level.
For investment management we charge a percentage fee. The rate will reflect the portfolio value, the complexity of the structures and your wider relationship with us.
For an initial consultation please complete the contact form below.
Choose a partner you can trust to manage and grow your wealth for the long term. Contact us so we can learn more about you.
