Knightsbridge Wealth Management
Overview
Knightsbridge Wealth Management is an independent, employee-owned investment adviser based in Newport Beach, California. The firm offers comprehensive wealth management services, including investment management, financial planning, and private investments, catering to both retail and institutional clients. Their approach emphasizes integrity, thought leadership, and direct access to investment decision-makers, ensuring personalized and proactive financial strategies. The firm's investment strategy is hands-on, focusing on building intelligent portfolios that provide security and freedom for clients. They offer private investment opportunities to pursue higher returns and assist clients in navigating significant financial transactions to maximize after-tax wealth. Knightsbridge Wealth Management is committed to acting as fiduciaries, always prioritizing clients' best interests and investing alongside them to align goals and interests. With a history dating back to 1998, Knightsbridge Wealth Management has a proven track record in managing wealth responsibly. Their team comprises experienced professionals dedicated to optimizing every factor under their control to maximize clients' financial well-being, ensuring that each portfolio is uniquely tailored to individual goals and circumstances.
Investment Focus
- Accredited investor status required
- Commitment to long-term investment horizon
Portfolio Companies
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Frequently asked questions about Knightsbridge Wealth Management
What sectors does Knightsbridge Wealth Management invest in?
Knightsbridge Wealth Management invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Real Estate, and is based in California, United States. Knightsbridge Wealth Management is listed as a private investment firm in the ConnectSafely investor database.
What stage does Knightsbridge Wealth Management invest at?
Knightsbridge Wealth Management backs companies at Seed, Early Stage, Growth, Late Stage, Pre-IPO and Buyout, writing cheques of 1M - 50M.
Which regions does Knightsbridge Wealth Management invest in?
Knightsbridge Wealth Management invests across United States.
Who are the partners at Knightsbridge Wealth Management?
Team members listed for Knightsbridge Wealth Management include John McClelland (Chairman) and Leigh Curran (IFA & Partner).
What companies has Knightsbridge Wealth Management invested in?
Knightsbridge Wealth Management's portfolio includes Apple, Microsoft, Amazon, Facebook, Airbnb, Stripe, Robinhood and Uber.
How do I contact Knightsbridge Wealth Management?
Knightsbridge Wealth Management's contact details — including phone and LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of its partners.
Last updated · Source: ConnectSafely investor database
