Goldman Knox Private Wealth
You've worked hard to achieve your success.
Embark on the next phase of wealth with a team that understands your goals and is dedicated to helping you achieve them.
Our PURPOSE
Empower individuals & families to thrive by achieving their financial goals.
Goldman Knox Private Wealth focuses on the
wealth management needs of affluent individuals and their
families.
Through a holistic & personalised wealth experience, we
help you define your priorities and systematically implement a wealth
plan with purpose.
We share your values, and these values have been built into our
business from the start. We are now bringing these same values to
private wealth, through an approach that traditional financial
institutions simply aren't built to replicate.
Taking deep roots to new heights.
Goldman Knox has built its
business around fairness, transparency, and better access.
We bring these values to the wealth management industry by applying
technology and innovation to an underlying bedrock of
performance-driven, evidence-based investing.
Personalised services. More access.
Get more with Goldman Knox Private Wealth.
Goldman Knox is the first fee-only wealth
platform, helping everyone manage
their wealth holistically, conveniently, and with expert advice at
low cost.
Clients with a minimum of US$1 million in assets across our services
can gain access to more personalised solutions and products with
Goldman Knox Private Wealth.
Life has many priorities and is ever-changing.
Your needs are unique and at the center of everything we do. Whether you are accumulating, preserving or transferring wealth, we want to bring you solutions.
You are not alone in this journey.
You have a dedicated relationship manager to guide you, backed by a team of experts with decades of experience in private banking, asset management, quant investing, investment banking, family offices, hedge funds, private equity, and more.
We work with you to create customised portfolios working towards each of your goals and life priorities.
Our systems monitor your portfolios constantly to ensure they are on track to reach your goals.
As your life circumstances change, we systematically adjust
your portfolios to optimise your investments.
Access institutional share-class funds
Directly access institutional share-class of funds previously only available to large institutional investors. This means lower fees and higher expected returns for you.
Multi-currency investment solutions
Build investment portfolios denominated and/or hedged in
major currencies (USD, AUD, EUR, GBP, and
more).
Tax-efficient for Australian-based investors
Access investment solutions that are estate and dividend
withholding tax-efficient for Australian-based investors (and
other non-US Persons).
Goldman Knox Private Wealth clients are able to exclusively access more investment products, many of which are only available to Accredited Investors.