Rockefeller Capital Management

Published WirehouseHUB stories filed under Rockefeller Capital Management.

• J.P. Morgan Advisors Loses a $4.8 Million Houston Team to Rockefeller

  A second J.P. Morgan Advisors team in a week has left, this time a $4.8 million Houston practice headed to Rockefeller, while partner Scott Holstead stays behind. left J.P. Morgan, joined Rockefeller, Houston, $700M

• A $6.2 Million Charlotte Truist Team Joins Rockefeller

  AdvisorHub reported that Paul Irving, Gavin Shuck, and Brett Schmidt left Truist in Charlotte for Rockefeller on Wednesday, producing $6.2 million on about $1 billion. IAPD reports updated in April still list all three at Truist. left Truist, joined Rockefeller, $1B

• Rockefeller Capital Management's Standard Oil Playbook: How a Boutique Is Systematically Stripping Wirehouses of Their Best UHNW Teams

  If you manage ultra-high-net-worth or family office relationships at a wirehouse, Rockefeller Capital Management is actively building the infrastructure to make you an offer. Understanding their recruiting cadence and what they're selling—equity participation, brand differentiation, and a stripped-down service model—puts you in a stronger negotiating position whether you stay or go.

• Only 5% of U.S. Family Offices Say the Next Generation Is Ready to Take Over, Per UBS Survey of 317 Firms

  If you serve UHNW clients with family offices, the succession readiness gap is your opening. Fewer than 1 in 20 say the next gen is ready—that's a governance conversation you should be having right now, before a competitor does.