Rockefeller Group Investment Management

About Rockefeller Group Investment Management

Rockefeller Capital Management is a financial advisory and wealth management firm headquartered in New York, New York, and was established in 1881. As an investment adviser, it offers a broad range of financial services to a diverse global clientele. Its core mandate is to deliver specialized advice and investment solutions through integrated functions, including its Office of the CIO and various client-focused divisions. A heritage of over 140 years gives the firm a significant place in financial services and a focus on long-term wealth preservation and strategic growth for clients. This longevity underpins its current operations, making it a stable participant in global financial markets while keeping its historical roots in the family office tradition. To carry out its investment strategy, Rockefeller Capital Management provides a comprehensive suite of services across primary asset classes, with active, multi-factor passive, and thematic approaches. Its geographic focus is the United States, where it has an extensive office network, and it also offers international distribution and servicing for professional investors in jurisdictions such as the United Kingdom and Ireland. The investment process reflects a disciplined and collaborative team culture that looks for opportunities across multiple market cycles. Within the broader Rockefeller Capital framework, the organization gives access to private banking, lending, and proprietary investment options. Its strategy is further supported by a commitment to seasoned strategic advice and tailored investment management for the complex needs of both non-US and domestic investors, delivered through various UCITS and advisory structures. Rockefeller Capital Management operates at significant scale, with 53 offices worldwide serving an expansive client base. Its clients include families and individuals, institutional investors, and large corporations. These investors benefit from a broad platform that includes wealth planning, trust company services, and accounting alongside core advisory functions. The firm's reach shows in its continued expansion into new geographic markets and its ability to attract professional wealth managers. As a global financial advisory firm, it integrates multiple service lines to offer a holistic approach to financial management. It keeps building on its historic legacy by widening its service offerings and geographic footprint, giving a diverse set of institutional and private clients comprehensive coverage across the global financial landscape.

Real estate mandate

Contacts at Rockefeller Group Investment Management