Introducing You To Our Experienced Team
Rupert Bentley ASIP
Rupert started his investment career in 1993 with the Guinness Mahon Group, becoming an investment manager with Guinness Flight. In 1997 he joined the Board of Bentley Capital, becoming Chief Executive of Bentley Reid in 2007. From 2008 to 2011, when Butterfield owned Bentley Reid, Rupert was Head of Asset Management at Butterfield Private Bank. He resigned that position in 2011 to re-establish Bentley Reid as an independent entity, assuming his former role as Chief Executive before being appointed Chairman in 2019. Rupert has an honours degree in Economics from Durham University and is an Associate of the CFA Society of the UK.
Karen Betts CTA, TEP, APFS
Karen has nearly 30 years’ experience in the financial services sector covering a variety of areas including, pensions, protection and investments. Prior to Bentley Reid she worked for a large life insurance company providing internal regulatory and tax advice for their range of financial products as well as technical advice and guidance to staff, financial advisers, solicitors and accountants. She now provides specialist tax advice to Bentley Reid and its clients. She is a Chartered Tax Adviser, Trust and Estate Practitioner and a Chartered Financial Planner.
Mandy has over 30 years’ experience in Administration and Office Support. Mandy joined the Bentley Reid in 1986, as Team Secretary and then re-joined in 2012 as Office Manager following the de-merger from Butterfield Bank in 2012.
Peter Clark CFA
Managing Director & Chief Investment Officer
Peter joined Bentley Reid as an investment analyst in 2006 from an international trade finance bank in the City of London. He moved to Butterfield Private Bank as part of the Group’s acquisition in 2008 before re-joining Bentley Reid in 2012 as a Director and head of the investment team. Peter became Managing Director of the UK business in 2016 and has been the Chief Investment Officer since 2018. Peter is a CFA Charterholder and has a first class honours degree in Economics from the University of Wales, Cardiff.
Head Of Operations
Jonathan began his career with a US software company, then moved into financial consulting with Accenture, before spending eleven years with a fixed income fund where he obtained the role of COO. He has strong knowledge in fund operations, system implementation and regulatory compliance, and now leads the operational infrastructure within Bentley Reid.
Jonathan joined Bentley Reid in December 2017 and holds a Bachelor of Commerce from the University of Auckland.
George Holmes FCSI
George has over 15 years experience in Private Banking and Wealth Management. He was previously the head of the Family Office at Butterfield before joining Bentley Reid in February 2014. He is responsible for advising a diverse portfolio of international clients. George is a Fellow of the Chartered Institute for Securities & Investment, a Chartered Wealth Manager and on the board of the London business.
Andy Hurst BA (HONS) DIP PFS, CERT CII (MP)
Andy has over 25 years experience in financial services, starting his career with an IFA followed by seven years with Lloyds Bank Insurance Services working on corporate and personal advice. Andy joined Bentley Reid in 1997, managing the affairs of expatriate clients returning to the UK as well as UK resident families. Andy re-joined Bentley Reid in 2012 as a Client Director following the de-merger from Butterfield Bank in 2012. Andy is a Director of the London business and he holds the Advanced Financial Planning Certificate (Dip PFS) and the Certificate in Mortgage Advice. He is a member of the Personal Finance Society and the Society of Mortgage professionals.
Erin Loveday AAT, ACCA
Erin has 20 years’ experience in Corporate Accounting. Having started her career at one of the world’s largest healthcare insurance providers she then moved into the asset management industry working for GAM until joining Bentley Reid in 2013.
Dhwani has worked in the Investment Management industry for the past five years at companies including Legal & General and Neptune Investment Management. Her experience has predominantly been in client service and executive support. Dhwani joined Bentley Reid in 2018 and supports Rupert Bentley, Peter Clark and George Holmes.
Philip Richardson CFA
Philip joined Bentley Reid in March 2015 after graduating from Newcastle University with a Biology degree. He is an Investment Manager with a particular focus on ESG (Environmental, Social and Governance) investing. Philip is a CFA charterholder and holds the CFA Institute Certificate in ESG Investing.
Harry Rogers CFA
Harry started his investment career at Coutts in 2008 as part of Coutts’ Wealth Management graduate scheme. He joined Bentley Reid as an Investment Manager in 2012. Harry is a CFA Charterholder and has a First Class Masters in Astrophysics from University College London.
Richard Swain CFA
Head of Funds Research
Richard began his investment career in 1998 at Schroders. He joined M&G Investments in 2000 where he spent seven years in Product Development and Fund Research. In 2007 he moved to the private office of Lord North Street Ltd where he was Head of Fund Research. He joined Bentley Reid in May 2012. Richard has a degree in English Language & Literature from Liverpool University and is a CFA Charterholder.
Head of Administration
Kevan started his career by spending 13 years at W. Greenwell & Co (latterly Samuel Montague & Co.) covering all aspects of back office procedures. Following a short engagement with a start-up, he joined Bentley Reid in 1991, returning in 2012 following the demerger with Butterfield Bank as Head of Administration.
Nic Bentley FCA, TEP
Founder & Chairman Emeritus
Nic Bentley, a Fellow of the Institute of Chartered Accountants and Member of the Society of Trust and Estate Practitioners, founded Bentley Reid in 1979.
He has advised clients internationally on their tax affairs and financial planning for over 40 years. During his career, he established and managed trust companies in Jersey, Malta, Hong Kong and Switzerland, and investment management companies in the UK, Jersey and Hong Kong. Nic stepped back from executive duties in May 2019, assuming the role of Chairman Emeritus and adviser to the Board.
Senior IT Manager
Jack joined Bentley Reid in 1990. With his intimate knowledge of information technology he took charge of the implementation and maintenance of the technical aspects of the company’s operation. He now holds the position of Senior IT Manager.
Jeanette Chiu CPA, CPA(AUST.), ACCA
Jeanette has over 10 years experience in corporate accounting services in KPMG Hong Kong and KCS Ltd and joined the Bentley Reid in 2004. She became a Director of Bentley Trust in 2006 and joined the HK Board in 2011. Jeanette is a member of the Hong Kong Institute of Certified Public Accountants, Association of Chartered Certified Accountants and Certified Public Accountants in Australia.
Philip Crinion FCA, CTA
Philip began his career with KPMG where he worked for seven years within an international tax division specialising in the taxation of international executives and high net worth individuals. Philip joined Bentley Reid in 2012 as the Tax and Financial Advice Director, based in Hong Kong. He became a Director of the Hong Kong businesses in 2014 and Managing Director in 2017. Philip holds a Business and Finance degree from Trinity College Dublin and is a Fellow of the Institute of Chartered Accountants and a Certified Tax Consultant.
Melody started her career in the testamentary and probate department of a law practice in Nairobi, Kenya, followed by positions with various banks and lawyers in Toronto and Hong Kong. She joined Bentley Reid in 1991 and held the position of Managing Director of Bentley Reid in Hong Kong from 1992 to 2015, during which time she was responsible for the day to day operation of the Bentley Reid’s Hong Kong companies. She remains a non-executive director of Bentley Reid.
Vivian Sit FCIS, FCS
Vivian has over 15 years’ experience in company secretarial services industry and joined Bentley Reid in 2017. Vivian is a Fellow Member of The Institute of Chartered Secretaries and Administrators and The Hong Kong Institute of Chartered Secretaries.
Anna began her career at KPMG where she worked for nearly 11 years, 8 of which were spent in the private client tax team in London advising HNW/UHNW individuals, trustees, and family offices on tax and estate planning. Anna then joined a large London estate family office advising on inter-generational structural planning.
Anna moved to Hong Kong in 2019 and joined Bentley Reid in October 2019 where she focuses on advising clients on tax efficient structuring.
Anna is a member of the Institute of Chartered Accountants for England and Wales and a Chartered Tax Adviser.
Independent Investment Advisory Committe
The independent Investment Advisory Committee (IAC) meets once a month to debate the issues that inform our investment outlook. The IAC has two regular members, John Gent and Trevor Neil; these experienced professionals are complemented by other specialists, depending on the important issues of the day.
John is a Cambridge economics graduate who has worked in financial services since 1979. After a decade in capital markets and trading with Orion Royal Bank and Kleinwort Benson, he entered J.P Morgan private banking, initially in Geneva from where he inherited and led the development of the Self-Directed Investors International Advisory service with teams across Europe and Hong Kong. In 1997, John moved to New York to set up J.P. Morgan’s international Alternative products Development, launching the firm’s first fund of hedge funds, and creating the strategic asset allocation service. Upon moving back to London in January 1999, he designed the European private banking platform and became the first Chief Executive of JP Morgan International Bank Ltd, an entity dedicated to private clients outside the USA and Switzerland.
In 2001 John co-founded Lord North Street Ltd, one of London’s pre-eminent investment offices for ultra-high net worth families, and was a director until 2009. John is now an independent consultant; has gained a Masters in Economic History with Distinction at the London School of Economics and is currently an LSE doctoral researcher in monetary history.
Trevor is an expert in Technical Analysis. Trevor has more than 40 years’ experience as a market professional. His first job from school in 1976 was as a commodities floor trader for Merrill Lynch. When LIFFE opened, he moved into financial futures and has traded most assets in the years since. He became a derivatives fund manager while at Union Cal. He worked for a short period in the Bund pit on LIFFE.
Trevor became interested in charting and technical analysis early in his career. He was a founding board member of The Society of Technical Analysts, the professional body for technicians in the UK. During his nearly ten years as a board member, they created the professional qualification CFTe for market technicians. This exam is now a global franchise and recognised internationally. He was awarded MSTA in 1992. In 1999 he became Global Head of Technical Analysis at Bloomberg. After four years he left to form a hedge fund and moved to Cape Town. He sold his interest in the fund in 2006 and started his own small fund and BETA Group. He operates this private fund today using an algorithm of his own design.
At BETA Group he works with industry professional providing consultancy, analysis and teaching the practical application of timing skills in wealth management, treasury, hedging and research. Trevor is an Accredited Training Provider for the Chartered Institute for Securities and Investment which awarded him MCSI. He is a director of RRG Research BV, the research company behind Relative Rotation GraphsTM RRG which is licenced to Bloomberg, Eikon and other professional platforms. RRGs are used by analysts and portfolio managers to visualise complex price relationships in one clear graph.