Independent and customised investment solutions
Bentleys Wealth (Queensland) is pleased to offer you customised investment solutions. Through our network of providers we offer independent investment solutions that are free of conflicts of interest. This approach ensures we can act in your best interests, and you will benefit from institutional pricing for investments.
Our experienced team is made of professionals who are highly experienced in managing money, with the benefit of decades of experience working with blue chip organisations in Australia and offshore. Our providers also works closely with our inhouse Bentleys’ Investment Committee – offering you additional peace of mind.
Investment philosophy
Our approach is that it’s better not to lose money in the first place.
Being prepared to forgo some of the big gains in boom periods, while seeking to deliver returns in calmer phases, and to avoid heavy losses when the market is moving lower. Altogether, this approach allows better compounding of returns over time.
Efficient use of risk
Key investment principles
We use Managed Accounts
Managed Accounts, also known as Separately Managed Accounts (SMAs), are a vehicle with the discretion to make timely investment decisions on behalf of clients, based on the description in a product disclosure statement (PDS).
The PDS describes each Managed Accounts’ mandate, so transactions to buy or sell investments can be made without the need to get approval each time from each investor.
The PDS is a formal document which needs to comply with all the relevant provisions of the Corporations Act. Manages Accounts involve a fiduciary duty, meaning the manager must act in the best interest of the client.
Managed accounts are similar to a managed fund but without units or a unit price. Within the managed account, the investor owns the underlying investments rather than through a pooled holding with other investors (like a managed fund).
- Specialist expertise – managed accounts facilitate the utilisation of the specialist expertise of professional portfolio managers.
- Higher probability of better outcomes – enable portfolio managers to rebalance portfolios easily, reducing implementation delays and potentially delivering better outcomes.
- Transparency – of day-to-day investment decisions and implementation changes.
- Enhanced client experience – a more seamless client experience, with less administrative burden.
Bentleys’ portfolios
Disclaimer: This information is general in nature and should not be relied on as advice. It does not take into account the objectives, financial situation or needs of any particular person. You need to consider your financial situation and needs and seek professional advice before making any decisions based on this information.
Core investment team
What sets us apart is our team’s expertise, and the depth and quality of our experience.
