Rockefeller Capital Management Acquires Wealth Management Business Of Spearhead Capital In Wellington, Fl; Will Be Known As Bostwick Walters Group
Rockefeller Capital Management Acquires Wealth Management Business Of Spearhead Capital In Wellington, Fl; Will Be Known As Bostwick Walters Group
06/06/22, 4:03 PM
Industry
administrative services
Rockefeller Capital Management today said it has acquired the wealth management business of Spearhead Capital, a premier Florida boutique financial services firm providing a range of solutions to ultra-high net worth investors, family offices, and private placement markets.
Company Info
Company info
Rockefeller Capital Management was established in 2018 as a leading independent, privately-owned financial services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra-high-net-worth and high-net-worth individuals and families, institutions and corporations from 38 locations across the United States. Early in 2022, the Firm opened an office in London. As of March 31, 2022, the Firm was responsible for approximately $95 billion in client assets across its three business segments, the Rockefeller Global Family Office, which includes both the Private Wealth Management and Family Office businesses, Rockefeller Asset Management and Rockefeller Strategic Advisory.