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At Barron's

The Rockefeller Business Advising High Net Worth Americans

At Barron's

At Barron's

Business

4.717 Ratings

🗓️ 19 September 2024

⏱️ 20 minutes

🧾️ Download transcript

Summary

Rockefeller Capital Management CEO Greg Fleming spoke about different areas the business advises wealthy clients on, the Federal Reserve, the federal budget deficit, and more. This interview was filmed on September 11, 2024.

Transcript

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0:00.0

Hello everyone and welcome to At Bairns. I'm Andy Surwer.

0:08.0

And welcome to our guest, Greg Fleming, CEO of Rockefeller Capital Management.

0:13.0

Greg, great to see you.

0:14.0

Great to be here, Andy. Thanks very much.

0:16.0

I want to ask you a couple questions about your company.

0:19.0

First of all, maybe just explain to us exactly what

0:22.2

Rockefeller Capital Management is and what they do. Rockefeller Capital Management is focused

0:27.4

primarily on wealth management for high net worth and ultra high net worth clients. And the way

0:34.6

that we work with those clients is to try to provide a comprehensive set of services so that we become really the one stop for them on all of their financial needs.

0:45.0

We deliver those services through best in class private advisors.

0:49.7

We have two ancillary businesses alongside our wealth business.

0:53.8

One is our strategic advisory

0:56.0

business. We call it Rockefeller Global Investment Banking. We built that when we started the company

1:01.0

as well from scratch because so many Americans who have made wealth have done it by building a business.

1:07.0

And we want to be able to give them advice on that business. So we've got a boutique

1:11.1

investment bank. And we also have an asset management business. We call Rockefeller Asset Management.

1:15.7

That's a business that has several very high touch strategies that are available both to our

1:21.8

clients and Rockefeller Global Family Office. And we also offer those capabilities to institutional

1:26.6

clients and through

1:27.5

intermediaries. And the second question, Greg, is tell us about the rich history of

1:32.6

the company and then some more recent partnerships that you've made. Sure. So I'll go

1:37.3

back a little bit Andy on the Rockefeller. So John D. Rockefeller, the family

...

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