Organising, protecting and growing the real value of your wealth

We have three core competencies; investment management, wealth planning and trusteeship. For those with established means and diverse requirements, we offer a range of private office facilities. Wealth offers both opportunities and challenges. How do I maximise investment returns without taking undue risk? Can I make my affairs simpler and more efficient? How do I protect my wealth? What are the potential pitfalls when passing wealth to the next generation? What do I need to consider if I am moving to a new country? For these questions and many others, we can help you answer them.

We seek a long-term partnership based on trust and openness, aspiring to be the informed partner you and your family are confident to consult on all financial matters. We do not have, nor do we seek, many clients. In an industry weighed down by compliance and risk aversion, we offer a proactive, personal service by dedicating senior executives to a limited number of individuals and families. As the business is owned by staff and the Bentley family, we are free from the influence of any third parties, such as private equity investors or public markets.


Please contact us to discuss your specific situation


Our professional advisers work with you to achieve a detailed understanding of your financial circumstances, aspirations and concerns. We then use these insights to map out a comprehensive strategy for the investment, administration and structuring of your wealth. As legislation changes and your situation evolves, we revisit every element to ensure it remains appropriate. From our offices in the UK and Hong Kong, we offer both local and international wealth planning.

Risk, in its many guises, is a prime consideration. Whilst the benefits may be clear, it is important to understand the potential drawbacks of an investment or ownership structure when delivering enduring solutions and peace of mind. A clear understanding of your tax position is a vital part of this process; we can help you identify, manage and comply with your fiscal obligations. This can help protect your wealth.

For many, passing wealth to the next generation is a principal objective that demands careful planning and consideration. We have expertise and experience creating strategies that deliver an organised devolution, over time, without the pitfalls that can beset an inter-generational transfer.

Investment Management

As investors, our primary purpose is to preserve and grow the real (inflation-adjusted) value of your capital. Although we invest in growth opportunities across global markets, when building portfolios we are conscious that limiting downside to protect wealth is a key driver of long term returns.

Over the market cycle, we feel that it is the return, over and above inflation, that signals success. Whilst volatility and downside are valid measures of risk, we consider the possibility of permanent capital loss a more important yardstick.

We are active investors and we ask for the latitude to reflect our investment convictions in client portfolios. We do not manage with reference to any particular asset class or index. As a result, we do not feel compelled to own an investment simply because it is an index constituent.

In an increasingly complex investment world, we focus on independent research and quantitative data, tuning out a lot of the industry noise. To complement our investment process, we retain an Independent Advisory Committee. Convened every month and populated by a variety of investment specialists, the gathering provides a valuable forum to challenge and refine the house views.

Many of the portfolios that we manage have restrictions or specific tax requirements. This includes having dedicated systems and procedures to ensure that guidelines are seamlessly incorporated into our management process. We invest for individuals, trusts, charities, private investment funds, pensions and insurance bonds. We can also provide an outsourced Investment Office service to family offices.


Please contact us to discuss your specific situation


Trusts can act as a focal point for family assets, simplifying administration, with the twin aims to protect and guide wealth as it passes between generations. An opportunity to plan, protect and invest.

At Bentley Trust, we can work closely with your Bentley Reid adviser or another chosen professional. Our aim is to establish entities that complement a broader wealth planning exercise, helping deliver your long term objectives.

With authorised and regulated trust companies in Malta and Hong Kong, we offer efficient, compliant administration of trust assets for wealthy individuals, their families and charities. We are experienced in trust, foundation and company formation and administer trusts that are written under a variety of proper laws.

Our trust companies are wholly owned subsidiaries of the Bentley Reid Group, with independent boards and management teams. Our trust companies do not suffer from the short-term profit pressure, excessive bureaucracy and high staff turnover that often plague larger trust companies or those that are owned by banks and private equity interests.

With access to in-house tax professionals, we can ensure the on-going compliance of administered entities, managing affairs in light of evolving legislation. Bentley Trust is focused on delivering enduring family structures.

Security of capital

The security of client assets is paramount. Client monies are always held in segregated accounts, with major global custodians, in the client’s name. Funds are never co-mingled and are not exposed to the creditworthiness of Bentley Reid. In all jurisdictions of operation, Bentley Reid entities are fully authorised and regulated by the relevant authorities including the HK SFC, the UK FCA and the Malta FSA. For additional detail please see the regulatory information page.

As further comfort, Bentley Reid carries significant professional indemnity insurance, underwritten at Lloyds of London. In this way, we seek to offer the security of a much larger business with the service and flexibility of a focused boutique. As ever, our aim is always to protect the wealth of our clients.


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 mutually acceptable fee levels.

For investment management we charge an ad valorem or percentage fee. The rate will reflect the portfolio value, the mandate complexity and your wider relationship with us. Should the Bentley Reid collective funds be relevant, please note that company executives are significant unit holders, investing alongside clients.

For wealth planning and professional advice, we charge time fees. Hourly rates vary with the nature of the work and the seniority of the executive involved. Where possible, we provide fee estimates before undertaking any material piece of work.

For trusts and companies, due to the diverse nature of client requirements, we seek to agree an annual fee that reflects the complexity of the proposed structure, the asset values and the anticipated levels of administrative work. We are happy to agree fixed annual fees, to provide predictable on-going costs.

For banking, custody and related transactions, fees are levied by our preferred global custodian banks. These are charged directly by the banks at preferential Bentley Reid rates.

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