Rockefeller Financial Joins Top Three in Client Survey of Luxury Wealth Managers

NEW YORK, April 20 /PRNewswire/ -- Rockefeller Financial — a leading global wealth management firm serving high-net worth individuals, families, trusts, foundations and endowments — announced today that affluent U.S. consumers rated the firm third out of 34 wealth management firms according to the 2010 Luxury Brand Status Index™ Survey of leading luxury wealth managers.  

Notably, Rockefeller Financial was rated significantly above-average in "being truly unique and exclusive" and "making clients feel special across the full client experience."  

The Rockefeller Financial brand rated above-average in each of the survey's other five key elements, including: consistently superior quality products and services; having clients who are admired and respected; worthiness of receiving a price premium; worthiness of being recommended; and worthiness of being considered for future wealth management services.  

"The Luxury Institute is pleased to include for the first time Rockefeller Financial, a firm whose history dates back over 125 years, in this year's Survey of luxury wealth managers," said Milton F. Pedraza, Founder and CEO of the Luxury Institute LLC.  "The premium that affluent American consumers award the Rockefeller Financial brand was underscored by its impressive showing as a top-three rated luxury wealth management firm in this year's client Survey."

The Luxury Brand Status Index™ Survey of Wealth Management Firms is published annually by the Luxury Institute of New York City.  The Survey interviews affluent U.S. consumers with a minimum net worth of $5 million to determine the value and equity they place on leading luxury wealth management firms.  For more information on the survey please visit http://www.luxuryinstitute.com/.

About Rockefeller Financial

Headquartered in New York and with offices in Boston, Washington D.C., Stamford, Connecticut, and Wilmington, Delaware, Rockefeller Financial is a leading global wealth management firm that provides comprehensive wealth and investment management services to a diversified client base of high-net worth individuals, families, trusts, foundations and endowments.  Rockefeller Financial provides access to best-in-class solutions and comprehensive services through four business groups: Rockefeller Wealth Advisors, Rockefeller Asset Management, Rockefeller Capital Partners, and Rockit® Solutions.  Rockefeller Financial was incorporated in 1979 and registered with the Securities and Exchange Commission in 1980 as an investment adviser.  Rockefeller Financial is the trade name used by Rockefeller & Co., Inc. Products and services may be provided by various subsidiaries of Rockefeller & Co., Inc. As of March 31, 2010, the firm and its subsidiaries had over $26 billion in assets under administration.

SOURCE Rockefeller Financial

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