Business Wire

NY-ROCKEFELLER-CPTL-MGMT

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

Catch the Best Prime Day Offers on Smart Home Must-Haves: EZVIZ Rolls Out Jaw-Dropping Deals on Tried-and-True Cameras and Entryway Innovations for Everyday Peace of Mind8.7.2025 11:30:00 CEST | Press release

This Prime Day, EZVIZ, an internationally trusted name in smart home security, introduces a handpicked selection of exclusive offers that protect homes from the very first point of contact. For households that value safety around the home and especially at the very threshold, this is a moment to invest in home security that is as advanced as it is effortless. This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20250702338311/en/ From 8 to 11 July, homeowners can seize the window on EZVIZ Prime Day deals on Amazon UK, featuring EZVIZ’s best-loved smart cameras, expertly bundled packages, and a complete range of entry products. These limited-time savings offer a rare opportunity to elevate home protection, no matter for a bustling city apartment or a sprawling family residence. Here are some top-rated deals: CP3 Pro Video Doorbell with solar panel – now £49.98, was £79.99 An intelligent welcome with built-in protection. Powered by an

CapVest and Parquest Agree Terms on IPN’s Acquisition of Sopral8.7.2025 10:00:00 CEST | Press release

Inspired Pet Nutrition (“IPN”), the fast-growing pet food company controlled by CapVest Partners LLP (“CapVest”), and Parquest, a leading investment firm, have agreed terms on the acquisition of Sopral, a prominent branded pet food platform serving the European market, with manufacturing operations based in France. This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20250708134461/en/ Sopral products The transaction is subject to customary regulatory approvals and closing conditions. Financial terms have not been disclosed. Based in Pléchâtel, Brittany, France, Sopral is a leading manufacturer of branded premium dry petfood with a comprehensive range of high-quality nutritional solutions, including Pro-Nutrition Prestige, Pure Life and Protect brands. Sopral has a strong footprint and reputation in France and a fast growing online and international market presence in over 50 countries around the world. Employing over 130 people, th

Thales Reinforces its Leadership in eSIM and IoT Connectivity with a ‘Ready to Use’ Certified Solution8.7.2025 08:00:00 CEST | Press release

At a time when billions of connected objects are reshaping industries, Thales has achieved an essential security certification for its eSIM solution, reinforcing its leadership in trusted connectivity management for the Internet of Things (IoT). The certification, granted by the GSMA under the eSIM Security Assurance (eSA) scheme, marks a significant milestone in enabling large-scale, secure, and efficient IoT deployments across industries including smart metering, healthcare, and automotive. This positions Thales as a trusted partner capable of providing full protection against advanced cyber threats — delivering end-to-end security solutions, from chip to cloud, and ensuring compliance with emerging security standards (e.g., the EU Cyber Resilience Act). With over 5.8 billion IoT cellular connections expected globally by 2030 (GSMA Intelligence), businesses and industries face growing pressure to deploy connected devices at scale — securely and efficiently. The SGP.32 IoT specificati

Invivoscribe Expands Flow Cytometry Services to Accelerate CAR-T Immunotherapy Development and Regulatory Readiness with the Initiation of CERo Therapeutics Phase 1 Clinical Trial8.7.2025 06:00:00 CEST | Press release

Invivoscribe Inc., a global leader in precision diagnostics and measurable residual disease (MRD) testing, is proud to support CERo Therapeutics Holdings, Inc., an innovative immunotherapy company seeking to advance the next generation of engineered T cell therapeutics that employ phagocytic mechanisms. Through this collaboration, LabPMM (Invivoscribe’s global reference laboratories) have customized their multiparametric flow cytometry (MFC) services and implemented their sensitive MFC AML MRD assay to supportCERo’s clinical trial of its lead compound, CER-1236. The trial targets Acute Myeloid Leukemia (AML) in patients who are relapsed/refractory, in remission with MRD, or newly diagnosed with TP53-mutated MDS/AML. AML is an aggressive blood cancer characterized by the rapid accumulation of abnormal myeloid cells in the bone marrow and blood, disrupting normal hematopoiesis.1 Treating AML is especially complex due to its genetic heterogeneity and the high risk of relapse. CAR-T (chime

Tigo Energy Adds Solar-Plus-Storage Portfolio in Czech Republic to Build on MLPE Success8.7.2025 06:00:00 CEST | Press release

Successful PPDS P4 protocol certification opens full range of three-phase Tigo EI Inverters and the EI Residential product suite for grid connection in second-strongest E.U. market for Tigo. Tigo Energy, Inc. (NASDAQ: TYGO) (“Tigo” or “Company”), a leading provider of intelligent solar and energy software solutions, today announced that the Company’s entire portfolio of three-phase Tigo EI Inverters has successfully passed the certification tests for compliance with the PPDS P4 requirements in the Czech Republic. Compliance with PPDS P4, formally known as Distribution System Operation Rules, Annex 4, is a prerequisite for grid connection of solar inverters in the Czech Republic, validating the compatibility with the technical conditions defined by the European Commission and adopted by local utility companies. In the wake of the proliferation of rapid shutdown requirements across Europe, with installers in the Czech Republic deploying nearly 107MW of Tigo MLPE in 2024, Tigo products ha

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