WHAT WE DO
Kent Private Wealth is a leading investment specialist and provider of wealth management solutions to help clients protect, grow and distribute wealth. To achieve this, we offer investment and wealth management solutions that are tailored personally to each individual client.
Our years of experience and in-depth knowledge of people, strategies and investment markets, enable us to deliver successful outcomes for our clients.
While we are passionate about financial markets and providing the best wealth management solution for our clients, we also care deeply about each and every one of them. We have developed very close bonds with many, and with our psychological training and experience, we can offer counselling and support as and when required.
PORTFOLIO MANAGEMENT PROCESS
The tailoring of portfolios to each client involves the following four steps:
1. CONSULTATION
2. ASSET ALLOCATION
3. INVESTMENT SELECTION
4. ACTIVE PORTFOLIO MANAGEMENT
Consultation
In consultation with Kent Private Wealth, the client informs us of their own unique goals and objectives. Understanding each client’s individual goals and objectives allows us to tailor each portfolio to the client’s unique needs.
Asset Allocation
Our asset allocation aims to diversify client portfolios across income and growth asset classes.
Based on our personal research and advice from our asset consultants we vary each client’s exposure to income and growth assets.
Investment Selection
We undertake our own comprehensive research on each investment and asset manager. Once the investment is selected the fund is actively monitored on a daily, weekly or monthly basis.
The asset manager selection process involves an in-depth analysis of the fund, followed by numerous meetings with the asset manager. Before the funds are finally selected, they are monitored for over 12 months on a daily and weekly basis before deciding to invest. We have sometimes waited up to 4 years before investing in a fund manager. Once we invest in the funds we are in constant contact with the manager.
Active Portfolio Management
We protect client’s wealth and achieve superior risk adjusted returns over the long term through our discipline and in depth research of each individual investment and asset manager clients invest in.
Our carefully selected independent global asset consultants have excellent long term track records. Our asset consultants ensure clients are overweight and underweight income and growth assets at the right time during the economic cycle.
We keep all of our clients well informed of our actions taken within the portfolio both from an individual investment and asset allocation perspective.
STRATEGIC ADVICE
Kent Private Wealth focuses on building client wealth through effective tax planning and sound investment decisions, utilising insurance as protection.
Selecting the right tax structure plays a pivotal role in the creation and management of significant wealth. The right structure will offer protection of assets, while simultaneously increasing after tax returns.
We are able to invest assets across a range of different holding structures with confidence, spanning discretionary trusts, unit trusts, companies and superannuation funds as follows:
TRUST
COMPANY
PERSONAL SUPER
SMSF
ESTATE PLANNING
The transfer of wealth from one generation to another can be both complex and emotional. Our psychological training, experience and knowledge will ensure your wishes are honoured and your wealth is protected.
Given the significant wealth of our clients and sometimes-complex structures, managing the smooth transfer of wealth is a key part of our service offering.
The areas we assist clients in relation to estate planning are as follows:
- Strategies to minimise taxation
- Structures to optimise the accumulation of wealth
- Business succession
- Appointment of executors and powers of attorney
- Advice on to provide and protect your beneficiaries
- Philanthropic planning
Your intentions and plan for the transfer of your wealth to the next generation are reviewed on an annual basis.
RELATIONSHIP MANAGEMENT
Our deep personal relationships with our clients allow us to work closely with our clients’ personal accountants and lawyers to provide appropriate strategic advice. This enables us to foster relationships and engage directly with accountants and lawyers to best accommodate all facets of your personal wealth.
We have found these relationships to be beneficial in streamlining our clients’ wealth creation and protection – with all parties working together to ensure wealth is accumulated in the most tax effective way.