Company
Position
Managing director
Index
UHNW Wealth Managers
Wealth Managers - Hong Kong
Location
Hong Kong
Advice type
Financial advice
Investment management
Tax planning
Wealth management
Client type
UHNW
Sector Focus
Financial Services
Wealth Management & Private Banking
Customer type
Wealth adviser
Philip Crinion
Spear’s Review
‘While our core aim is to increase a client’s capital, peace of mind also flows from the preservation and efficient administration of a client’s wealth,’ said Philip Crinion, Bentley Reid’s Hong Kong-based managing director.
This principle informs the firm’s ‘deliberately conservative’ approach to wealth management, which covers investment management, tax and financial planning, and trusts and company services. ‘Clients enjoy a seamless service integrating every relevant aspect of wealth management,’ Crinion explained.
As well as its in-house professionals, Bentley Reid draws upon trusted third-party experts. Crinion said the firm aims to be ‘the trusted adviser that a client consults on all financial matters’.
Rank: Top Recommended
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Top Recommended 2024, UHNW Wealth Managers