Business Wire

NY-ROCKEFELLER-CPTL-MGMT

25.10.2021 14:02:10 CEST | Business Wire | Press release

Share
Rockefeller Capital Management to Open First International Office in London with the Formation of Rockefeller Asset Management International

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 .

Link:

ClickThru

About Business Wire

Business Wire
Business Wire
101 California Street, 20th Floor
CA 94111 San Francisco

http://businesswire.com

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

Xsolla Sponsors Game Camp France, Reinforcing Commitment to France’s Dynamic Games Ecosystem17.6.2026 15:47:00 CEST | Press release

Game Camp France supports regional developer communities across the French games ecosystem Xsolla, a global video game commerce company that helps developers launch, grow, and monetize their games, today announced its sponsorship of Game Camp France this 18-19 June 2026. This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20260617351463/en/ Graphic: Xsolla The French video game industry is widely recognized as one of the most vibrant in Europe, with revenue reaching approximately €5.8 billion in 2025. Rather than a centralized market, it is a patchwork of regional scenes, each with its own communities, creative identity, and business dynamics. Game Camp France plays a key role in bringing these diverse voices together, creating a centralized space for collaboration, exchange, and growth. By sponsoring Game Camp France, Xsolla is investing directly in the local ecosystem and the developers who power it. Xsolla will be on-site to eng

The Estée Lauder Companies and Jo Malone London Launch Experience That Turns Visual Taste into a Personalized Fragrance Wardrobe, exclusively on Pinterest17.6.2026 15:26:00 CEST | Press release

The Estée Lauder Companies Inc. (NYSE: EL) and Jo Malone London today announced the launch of Scent Scanner, a first-of-its-kind experience available exclusively on Pinterest and rolling out in the US and France. The experience translates the visual preferences people have expressed across their Pinterest boards into personalized Jo Malone London fragrance recommendations. This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20260617962807/en/ Building on the success of Jo Malone London's AI Scent Advisor, introduced in 2025, Scent Scanner offers a new way for consumers to find their personalized scent, shifting the starting point from words to images. While the AI Scent Advisor invited consumers to describe the scent they were seeking, Scent Scanner reads visual inspiration – imagery, color palettes, textures, destinations, rituals and aesthetics – to suggest fragrances suited to each individual. The custom Pinterest experience bri

Azul Addresses the Java Runtime Security Blind Spot Autonomous AI Can Now Exploit17.6.2026 15:00:00 CEST | Press release

Launches free JVM vulnerability risk assessment to give enterprises estate visibility before AI threat actors find the gaps Azul, the trusted leader in enterprise Java for today’s AI and cloud-first world, today launched a free JVM vulnerability risk assessment to address the blind spot that autonomous AI exploitation tools are increasingly able to find. With mean time to exploit (MTTE) collapsing from months to days or hours, the unmanaged Java estate has become an urgent enterprise security vulnerability. Azul’s assessment gives DevOps and SecOps teams complete visibility into the hidden risks embedded in the runtime of their Java estate before threat actors get there first, and is designed to complement the broader security, licensing and compliance solutions and services delivered by Azul’s trusted partners. This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20260617352753/en/ Azul's JVM Vulnerability Risk Assessment dashboard

Fortegra Strengthens Actuarial Leadership with Appointment of Anthony Katz as SVP, Reserving17.6.2026 15:00:00 CEST | Press release

The Fortegra Group, Inc., a global specialty insurer, today announced the appointment of Anthony Katz as Senior Vice President, Reserving. Mr. Katz will lead Fortegra’s team of professional actuaries, with responsibility for reserving, credit insurance, statistical reporting, and key initiatives including IFRS 17. “Anthony brings more than 30 years of actuarial expertise and a genuine commitment to building the capabilities our distribution partners depend on,” said Rick Kahlbaugh, Chief Executive Officer at Fortegra. “His background across reserving, actuarial transformation, and international markets will be instrumental as we continue to support our distribution partners.” A credentialed actuary holding FCAS, FSA, and MAAA designations, Mr. Katz brings more than 30 years of experience across reserving, pricing, and actuarial transformation. He has held senior leadership roles at ToaRe, Everest Re, Arch Insurance, Ernst & Young, and ACE, and most recently served as an independent con

Hitachi Expands Its Work With OpenAI to Accelerate AI-Driven Modernization and Cybersecurity17.6.2026 15:00:00 CEST | Press release

Hitachi and OpenAI’s Forward Deployed Engineer (FDE) will begin developing AI solutions for legacy system modernization, starting with financial institutions, aiming to expand across a wide range of industries. Through OpenAI’s “Trusted Access for Cyber,” Hitachi will strengthen its internal cybersecurity in practice and leverage the insights gained from this initiative to enhance its cybersecurity capabilities. Through this work, Hitachi will enhance its FDE capabilities in modernization and cybersecurity and further advance HMAX. Hitachi, Ltd. (TSE:6501, "Hitachi") today announced that it will expand its work with OpenAI*1 to accelerate AI-driven modernization and cybersecurity. The work combines OpenAI’s frontier AI technology with Hitachi’s domain expertise and know-how in supporting mission-critical systems and social infrastructure to accelerate AI transformation (AX) for customers and society. Working together, the two companies’ FDE teams will leverage OpenAI’s AI agent “Codex”

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
World GlobeA line styled icon from Orion Icon Library.HiddenA line styled icon from Orion Icon Library.Eye