Bentley Reid

Rupert Bentley joined Bentley Reid in 1997 as an Investment Manager, became Chief Executive in 2007, and took on the role of Chairman in 2019. He began his City career in 1993 as a US equity Investment Manager with Guinness Flight and works as a relationship executive on the Investment Team, sitting on several Family Office investment committees. He holds an honours degree in Economics from Durham University and is an Associate of the CFA Society of the UK.

Ada Cheng serves as Chief Financial Officer at Bentley Reid. She has experience managing financial reporting, cash flow management, budgeting, and forecasting, with regulatory compliance responsibilities. Her background includes work in the financial services industry, where she developed expertise in Securities and Futures Commission and Hong Kong Exchange and Clearing Limited regulations.

Anna Warren is Tax Director at Bentley Reid, where she advises high-net-worth individuals, families, trustees, and family offices on tax and estate planning matters. A Chartered Accountant and Chartered Tax Adviser with over 17 years of international experience, she previously worked in the private client team at KPMG London and advised a large London-based family office on intergenerational structural planning.

Colin Hamilton is an Application Support Manager at Bentley Reid with a first class honours degree in Computer Science. He has held IT positions across the packaging, legal, and wealth management sectors.

Conrad Amos is a Senior Investment Operations Manager at Bentley Reid with experience in financial services operations. His background includes work with corporate actions, investments, asset management, finance, and pension funds.

Eszter Patkai is a Senior Compliance Executive at Bentley Trust with over 20 years of experience in enterprise risk management, internal auditing, SOX compliance, and regulatory reporting across banking and financial services. She has held positions at institutions including Citibank, BNY Mellon, Fidelity International, Bank of Valletta, and RSM Malta, with professional experience spanning Hungary, Ireland, and Malta. Her background includes building SOX testing units, designing risk frameworks and control systems, and collaborating with boards and regulators on risk governance and compliance matters.

Kevin Andrews is Chief Operating Officer at Bentley Reid with over ten years of experience in private banking and wealth management across permanent and consulting roles. He has managed IT operations for critical systems with focus on quality, security, data privacy, and service continuity. Andrews has led cross-functional teams and third-party suppliers to execute strategic initiatives and achieve regulatory compliance objectives.

Martin Azzinnaro is Head of Investment Operations at Bentley Reid. He has held senior roles across sell-side, buy-side, and alternatives sectors, with expertise in building and managing operational frameworks across equities, fixed income, alternatives, and private markets. His background includes experience in fund administration, system integration, strategic transformation, risk and governance, and scaling operations to support firm growth and regulatory requirements.

Matt Finch is a Director of Wealth Management at Bentley Reid, where he advises high-net-worth individuals, families, and trusts on financial planning strategies. He holds the Chartered Financial Planner designation from the Chartered Institute of Insurance and maintains additional credentials in pension transfer advice, long-term care insurance, mortgage advice, and securities advice and dealing. Finch is a Fellow of the Personal Financial Society and serves as an industry adviser at Fairfield Enterprise and mentor at The Paraplanner Club.

Michelle Clarke is Chief of Staff at Bentley Reid, where she oversees finance, HR, compliance, operations, marketing, and communications functions. Her background includes 17 years in investment banking roles and experience leading PR and marketing at M7 Real Estate, along with completion of the Rothschild Graduate Scheme early in her career. Clarke was a finalist for the Investment Week Women In Investment Award.

Mike Winstanley is a Wealth Manager at Bentley Reid, a boutique wealth and investment management company, and holds the Chartered Financial Planner designation along with an MBA. With over 10 years of experience in banking and financial services, he specializes in estate planning, pension lifetime allowance matters, and tax-efficient financial solutions. He has completed the Advanced Diploma in Regulated Financial Planning.

Monika Csaki is a Financial Controller at Bentley Reid and holds ACCA qualification. She has experience across accounting practice and industry, including a previous role leading financial operations for a multinational company.

Paul O'Neill is Chief Investment Officer at Bentley Reid, where he oversees multi-asset portfolio management and manager selection for private, family office, and institutional clients. With over two decades in global markets and a background as a barrister, he applies both institutional investment frameworks and legal analytical rigor to asset allocation and portfolio construction.

Peter Clark is Chief Executive Officer and co-owner of Bentley Reid, a wealth management firm serving high and ultra-high-net-worth individuals and families globally. He sits on the firm's global Investment Committee and collaborates with its digital assets team. Clark holds the CFA Charter, serves as a member of the ACT Stewardship Council, and participates in the CFA UK mentoring program.

Philip Crinion is Managing Director Asia at Bentley Reid, an independently-owned wealth management firm. He oversees financial affairs for high-net-worth and ultra-high-net-worth individuals, families, trusts, and charities, providing services in investment management, tax and financial planning, and trusteeship. Working with professionals across offices in Hong Kong, London, and Malta, he develops comprehensive financial strategies and delivers outsourced family office services.

Shirley Calleja is a Trust Executive at Bentley Trust (Malta) Limited with experience in the fiduciary and financial services sector. Her professional background includes banking, coaching, and trust and company management. She holds a TEP qualification focused on trust law from STEP | The Society of Trust and Estate Practitioners.

Sofia Duran is a public accountant specializing in forensic auditing with over 10 years of international experience in financial auditing, corporate accounting, and audits of internationally funded projects. She has conducted external audits across oil, insurance, stock market, and private company sectors, as well as NGOs and foundations reporting to international donors including the European Union, Spanish Government, and Swedish cooperation agencies. Her background includes accounting and financial management of trusts and companies with emphasis on internal controls, financial reporting, and regulatory compliance in international environments.