wealth management

Have peace of mind knowing that when it comes to your finances, no effort is being spared.

Our bedrock principle is to offer a service that we would be happy to have our families use. We achieve that by working tirelessly to optimize every factor under our control to maximize your financial wellbeing.

We act with integrity in everything we do. We treat every portfolio and each client uniquely – our actions depend upon your goals and what’s in your best interests. We take a proactive, tax-sensitive approach to wealth management.

Knightsbridge is a company rooted in investment management. We have the expertise, qualifications, and capabilities in place to manage your wealth responsibly – in a way that benefits you now, and honors your legacy later.

We build intelligent portfolios so you can enjoy the security and freedom that wealth provides.

Wealth Management

Wealth Management

Hands on investment management and financial planning from professionals with multi-decade track records.

Private Investments

Private Investments

Pursue higher returns via unique private market opportunities.

Liquidity Events

Liquidity Events

Navigate important transactions to maximize your after-tax wealth.

Legacy Planning

Legacy Planning

Receive guidance on charitable giving, estate planning, and wealth transfer.

The Knightsbridge Difference


As fiduciaries we take the responsibility of managing money very seriously and always act in our clients’ best interests.

Thought Leadership

We provide access to unique investment ideas and a view into our most current thought processes.


You'll have direct access to the investment decision-makers for your portfolio. We're responsive, communicative, and transparent.


We don’t invest client money anywhere that we don’t invest ourselves. We invest alongside you.

Receive a detailed
portfolio review

Contact us to inquire about a comprehensive review of your current investments.

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