Rise Wealth Capital

Our Firm

Rise Wealth Capital was created in 2024 to give clients long-term investment returns. Today, our unified goal is driven by a culture of profound basic research, investment insight, and client innovation, and facilitated by the open interchange of ideas across the organization.

Rise Wealth Capital is a private, independent, employee-owned investment management. No external parent or public shareholders, no other lines of business, no distractions. We are truly in this together with our employees and their families invested alongside our clients and 100% of employee deferred cash compensation directly related to team and business initiatives.

Rise Wealth Capital has a varied team of 724 investment experts and 2,692 employees dedicated to client outcomes and investing excellence. Since 2020, Pensions & Investments’ “Best Places to Work in Money Management” poll has ranked us first or second among companies with 1,000 or more workers due to our culture’s high senior investment personnel retention

Our Infrastructure Investing Principles

Targeting High-Quality Assets

We target core infrastructure assets that typically have strong market positions, conservative leverage, predictable regulatory environments, and high barriers to entry.

Managing for Long-Term Net Returns

Our asset management strategies target total return through capital growth and cash yield using conservative leverage. We support capacity-enhancing investments that meet long-term needs.

A Large, Dedicated Investment Team

Our infrastructure specialists implement effective governance and work with experienced management teams.

Focused on Value Creation

We handle both large and smaller accretive transactions, positioning companies for strategic opportunities.

Unique Proprietary Portfolio Construction

Using our InFRAME methodology, we analyze revenue streams and drivers to shape our infrastructure portfolio.

An Integrated Responsible Investment Approach

We integrate responsible investment principles, enhancing long-term performance of portfolio companies.

Target Sectors

We invest in essential infrastructure assets that exhibit monopolistic positioning, long concessions, predictable revenues, inflation protection, and stability.

Sectors

Transportation
Utilities
Energy
Digital
Social Infrastructure

Asset Types

Toll roads, Airports, Seaports, Rail, Public transport
Gas & Electric, Waste & Wastewater, District heating/cooling
Renewables, Gas processing, Pipelines, Energy storage
Telecommunications, Data storage
Education, Aged care, Government

Our Investment Approach

Our long-term strategy focuses on assets with strong market positions, regulatory clarity, high barriers to entry, and limited demand-elasticity.

We primarily invest in OECD countries—North America, UK/Europe, and Australia—across various sectors. Our model includes holding, managing, reinvesting, and exiting strategically.

Our Firm

Collaborative Positioning

Ownership Structure

100%

Independent, employee-owned

Alignment with clients

100%

Deferred cash compensation directly linked to team and firm strategies

Culture of Partnership and Innovation

Experience

Breadth of Perspective

Investment Platform

Investment Platform

FIRM ASSETS UNDER MANAGEMENT $127B

Risk Management