KENT PRIVATE WEALTH

We use our experience, knowledge of investment markets and strategic management abilities to assist our clients accumulate significant wealth and achieve their goals.

OUR COMPANY


OUR PORTFOLIO MANAGEMENT PHILOSOPHY

OUR CLIENTS


OUR TEAM

OUR COMPANY

Founded by Tim Kent in 2005, Kent Private Wealth has been partnering high net worth individuals to grow, manage and protect their wealth for over 10 years. We use our experience, knowledge of investment markets and strategic management abilities to assist our clients accumulate significant wealth.

We achieve our success through our unique business model of investing in direct shares and our fundamental drive to develop deep and personal relationships with our clients. Our relationships with clients are strengthened through the alignment of our interests with theirs. When investing in direct shares, we only select stocks that we would invest in personally. As a result, Tim Kent invests 100% of his own portfolio in exactly the same shares as clients.

Our unique business model teamed with our holistic service offering allows us to tailor our advice to each client’s unique needs and aspirations. Furthermore, our fee structure is based on a percentage of funds invested, therefore there is a shared interest to maximise returns whilst minimise risks. To best manage and protect your wealth we offer individual portfolio management, asset protection, tax structuring and estate planning.

OUR PORTFOLIO MANAGEMENT PHILOSOPHY

At Kent Private Wealth, our portfolios are designed specifically to maximise returns while minimising risk. We actively manage portfolios using our in-depth knowledge of asset classes, sectors and individual shares to achieve superior long-term returns for our clients. We don’t blindly invest in Australian and international shares, we specifically invest in asset classes and sectors we see value and growth.

Using our unique business model of direct share investment, we are able to strategise to minimise client cost and deliver a growing income stream over the long term. Owning direct shares also provides transparency of costs ensuring no conflict of interest, while enabling us to forecast future income generated by the individual client portfolios.

The seven principles that underpin our Portfolio Management Philosophy are:

1. CAPITAL PRESERVATION

When researching each individual investment, we firstly asses our downside risk. Understanding downside risk is a key step in preserving clients' capital.

2. SUPERIOR LONG-TERM RETURNS

Our objective is to achieve superior returns over the long term. We achieve these returns through the purchase of great businesses when they are out of favour and have limited downside risk.

3. CONCENTRATION

We diversify across sectors of the market while running concentrated portfolios. We strongly believe that wealth is created through owning a select number of shares and, importantly, knowing and understanding these companies in detail.

4. CONTRARIAN APPROACH

We strive to be a leader rather than a follower in the purchase of companies for clients to be ahead of the market thus maximising client returns.

5. THEMATIC

The companies we purchase must fit within key themes we believe will be successful in the long term.

6. CASH

We aim to hold cash should we feel there is a significant market risk.

7. ECONOMIC CYCLE

Our decision to buy a particular company is driven by the economic cycle and where we are in the cycle. Changes in interest rates, inflation and economic growth as well as company valuations will dictate what shares we own at any particular time.

OUR CLIENTS

For over 15 years, we have had the privilege of serving a wide range of clients. With many long-term clients, we understand that as your life-cycle develops, so do your financial needs.

We manage significant wealth for a wide range of individuals and families as well as those who have inherited substantial wealth. We help protect and grow our clients’ wealth in the most tax effective investment structure.

REFERRALS

Kent Private Wealth has built a business of over $220 million of funds under management and 80 clients all through word of mouth.  This success is through an unyielding determination to achieve superior returns, an unmatched level of customer service and a deep level of care for each of our clients.

Our clients have repaid their success by referring like-minded friends and associates to our firm.

OUR TEAM