NY-ROCKEFELLER-CPTL-MGMT
25.10.2021 14:02:10 CEST | Business Wire | Press release
Rockefeller Asset Management (RAM), a division of Rockefeller Capital Management, with a long track record of investing in global equities and ESG investing has announced the formation of Rockefeller Asset Management International, to expand its European market presence. The initial plans for expansion include opening an office in London, to better serve clients across the UK, Europe, and Asia.
“Our Asset Management business has generated real momentum across Europe and we are excited to continue to serve our international clients with a full suite of sustainable investment products and a growing local presence,” said Greg Fleming, CEO and President of Rockefeller Capital Management.
RAM, which was recently awarded the 2021 Principles for Responsible Investing (PRI) award for “ESG incorporation initiative of the year,” has seen strong growth in Europe. Over the last two years, the business, which surpassed $2.5 billion in assets from European investors, launched a UCITS ICAV, an Ireland-domiciled UCITS structure, and two ESG Improvers and Engagement-driven funds registered for distribution in 15 countries. The firm launched its third equity UCITS fund, focused on climate change, in December 2020. Today, RAM has institutional clients across 9 European countries.
“RAM has grown in Europe by leveraging our ESG-integrated equity research capabilities, a 30-year history of sustainable investing built around the Rockefeller name, decades of shareholder engagement experience and a unique network of scientific advisors who participate in the research process,” says David Harris, President and Chief Investment Officer of RAM.
John “Chip” Montgomery, RAM’s Head of Business Strategy and Corporate Development, a 30-year financial services veteran, has been named President of the newly established Rockefeller Asset Management International. In this capacity, Mr. Montgomery will leverage his extensive experience and deep ties to European intermediaries and clients to oversee the firm’s non-US market strategy, including the plans to open a London-based international distribution hub as well as building out a UK-based team for the asset management business in 2022.
“Our commitment to European investors is growing and we are excited to take the initial steps in our non-US expansion plan. To ensure that we are doing this in a first-class way, it is paramount that we are on the ground in the region, partnering with allocators and asset owners,” added Montgomery. “We see our thematic strategies and engagement process have quickly resonated with investors across Europe and other geographies. We are in the early stages of building an international asset management franchise for Rockefeller Capital Management and are pleased with our progress thus far.”
About Rockefeller Capital Management
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 29 offices across the United States. As of September 30, 2021, the Firm is responsible for approximately $85 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.
About Rockefeller Asset Management (RAM)
Rockefeller Asset Management, a division of Rockefeller Capital Management, offers equity and fixed income strategies across active, multi-factor passive, and thematic approaches that seek outperformance over multiple market cycles, driven by a disciplined investment process and a highly collaborative team culture. With over 30 years of experience in global investing and ESG-integrated research, we pair our distinctive worldview and long-term investment horizon with thorough fundamental research combining traditional and non-traditional analysis generating insights and outcomes not commonly found in the investment community. As of September 30, 2021, Rockefeller Asset Management had $12.5B in assets under management. For more information visit https://rcm.rockco.com/ram
.
View source version on businesswire.com: https://www.businesswire.com/news/home/20211025005119/en/
Link:
About Business Wire
Subscribe to releases from Business Wire
Subscribe to all the latest releases from Business Wire by registering your e-mail address below. You can unsubscribe at any time.
Latest releases from Business Wire
ARIS Launches Process Context for Enterprise AI, Reinforcing Position as the Essential Platform for AI Ecosystem20.10.2026 14:00:00 CEST | Press release
Process Context for Enterprise AI provides vital business understanding for the AI ecosystem – helping enterprises unlock greater AI value, fasterNew capabilities improve operational performance, identify where AI can deliver the most value and give agents access to trusted process contextCombines Object-Centric Process Mining (OCPM), Process Lens and Model Context Protocol (MCP) to create essential platform for agentic AI at scale ARIS, the pioneer in business process management whose powerful Enterprise Model has been the foundation for enterprise operations for more than three decades, today launched Process Context for Enterprise AI – to become the critical base layer for the agentic ecosystem, giving agents and applications the business understanding they need to deliver measurable new value. While Process Context is becoming critical for successfully deploying and scaling enterprise AI, it demands far more than simply connecting AI agents to business data. It requires a comprehen
Visa, BILL and Billtrust Launch First Live Pilot for Trusted AI Agent Payments Between Buyer and Supplier Platforms20.10.2026 14:00:00 CEST | Press release
Demonstrates how trusted AI agents are moving beyond automation to act on behalf of buyers and suppliers in real-world commercial transactions. Visa (NYSE: V), BILL (NYSE: BILL) and Billtrust today announced they have launched the first live pilot to enable trusted AI agents to initiate and complete approved buyer invoice payments end-to-end through supplier portals. Until now, many payment portals relied on human authentication requirements that limited how approved payments could be automated. Together, with leading accounts payable and receivable solutions providers BILL and Billtrust, the Visa Intelligent CommerceTM portfolio helps bridge that gap. Leveraging offerings such as Visa Trusted Agent Protocol, AI agents can now be securely authenticated to credentialed portals. As a result, buyer payments that previously relied on manual entry can be completed by trusted AI agents, while preserving supplier control and oversight. How trusted AI agents are overcoming one of payment autom
Parse Biosciences Launches Evercode MAX, Enabling Researchers to Profile More Cells and Samples with Greater Flexibility20.10.2026 14:00:00 CEST | Press release
New modular platform gives researchers greater control over sample and cell throughput while optimizing value Parse Biosciences, the leading provider of scalable and accessible single cell sequencing and a QIAGEN company, today announced that Evercode™ MAX, a modular configuration of its flagship Evercode single cell sequencing platform, is now shipping to customers. Using the same instrument-free workflow, researchers can profile up to 2.5 times as many cells across up to twice as many samples within their existing budget, or run the same experiment at roughly half the overall cost. Evercode MAX enables researchers to build a kit configuration around their experiment, with sample barcoding and library preparation as independent kits. Evercode MAX is available for Whole Transcriptome, WT FFPE, TCR, BCR, and CRISPR Detect. With configurations supporting up to 384 samples and 2 million cells, researchers can prioritize more samples to characterize biological variation or more cells per s
Hologic and Inpeco Announce Co-Marketing Partnership to Advance Molecular Laboratory Automation20.10.2026 14:00:00 CEST | Press release
Hologic, Inc., a global leader in women’s health and diagnostics, and Inpeco S.A., the global leader in Total Laboratory Automation, today announced they have signed a co-marketing partnership for Inpeco’s automation solution FlexLab™ X and Hologic’s Panther® System in Europe. This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20261020837126/en/ Hologic and Inpeco S.A. announce a co-marketing partnership for Inpeco's automation solution FlexLab™ X and Hologic’s Panther® System in Europe. Inpeco’s recently launched FlexLab X system enables laboratories to connect multiple Panther Systems. By combining Hologic’s fully-automated molecular diagnostics platform with FlexLab X‘s open automation capabilities, laboratories can achieve high-throughput workflows with the potential to increase sample volumes1 and enhance end-to-end sample traceability2, supporting reliable test results for optimal patient outcomes.3 The Panther System will i
FiRa Consortium Launches Core 4.1 Specifications and Enhanced Certification Program20.10.2026 14:00:00 CEST | Press release
FiRa Core 4.1 expands secure, private, and interoperable FiRa deployments. The FiRa® Consortium today announced the release of the FiRa Core 4.1 Specifications and an updated 4.1 Certification Program to help advance ultra-wideband (UWB) interoperability within the FiRa ecosystem. Core 4.1 introduces enhancements for FiRa Untracked Navigation, expanded cryptographic security certification, and additional support for concurrent ranging and data capabilities across multi-vendor FiRa deployments. The release supports deployment requirements defined by the FiRa Frameworks and Profiles Sub-Group (FPSG), including high-density indoor positioning, hardware-level security, and concurrent data capabilities for FiRa use cases. Features of the FiRa Core 4.1 Specifications and Certification ProgramEnhanced Downlink Time Difference of Arrival (DL-TDoA) for FiRa Untracked Navigation — Adds coordinate-system and anchor-location encoding options, including floor identification without increasing messa
In our pressroom you can read all our latest releases, find our press contacts, images, documents and other relevant information about us.
Visit our pressroom