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Rockefeller Capital Management is a leading independent financial services firm led by President & Chief Executive Officer Gregory J. Fleming, offering global family office, wealth management, asset management and strategic advisory services to ultra-high-net-worth individuals, families, institutions and corporations. As of September 30, 2018, Rockefeller had approximately $18.6 billion in assets under advisement. The firm has offices in New York, Atlanta, Boston, Washington, DC, Salt Lake City, and Wilmington, DE. Our Heritage: Rockefeller Capital Management launched in March 2018 following the acquisition of Rockefeller & Co., Inc., the legacy Rockefeller family private investment office. Our firm is built upon the 136-year history of excellence in global family office and investment management of the Rockefeller family.
The Private Bank is a Saint Louis, MO-based company in the Financial Services sector.
Frank Allen Financial Group Inc. is a Nanaimo, BC-based company in the Financial Services sector.
HEIR is a Nepean, ON-based company in the Financial Services sector.
UBS works with private clients, institutions and corporations around the world to help answer some of life`s questions – whether through expert wealth management advice, investment banking and asset management expertise, or general banking advice in Switzerland. We`re a team of 60,000 colleagues, collaborating across all major financial centres in nearly 900 offices and more than 50 countries, and we`ve been recognised as being good at what we do (by Euromoney and many others). Universum rated us one of the world`s most attractive employers in 2015 for the 7th year in a row. We help our talented colleagues answer some of life`s questions too – by offering a supportive, challenging and diverse working environment that rewards passion, commitment and success.