House Oversight — Estate records
HOUSE_OVERSIGHT_012048
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Rockefeller Partners with Gregory J. Fleming to Create Independent Financial Services Firm Firm to Focus on Wealth Management, Asset Management and Strategic Advisory Viking Global Investors to Back New Firm October 04, 2017 06:30 AM Eastern Daylight Time NEW YORK--(BUSINESS WIRE)--Rockefeller Financial Services, Inc. (“RFS”), the parent company of Rockefeller & Co., and Gregory J. Fleming have agreed to form Rockefeller Capital Management (“Rockefeller” or “the firm”), an independent financial services firm focused on wealth management, asset management and strategic advisory. The firm will look to build upon the 135-year history of excellence in wealth and investment management associated with the Rockefeller family through the addition of broader capabilities and new growth capital. Greg Fleming will become the Chief Executive Officer of Rockefeller upon closing. Mr. Fleming, a longtime financial services executive, was most recently the President of Morgan Stanley Wealth and Asset Management and prior to that, the President of Merrill Lynch. Viking Global Investors LP (“Viking”) will back the firm through an investment by one of its investment funds. Financial terms were not disclosed. “The team at Rockefeller Financial Services has spent years building the highest-quality investment management firm for families and institutions,” said David Rockefeller, Jr., Chairman of RFS. “We look forward to Greg’s leadership and Viking’s support to expand the Rockefeller platform and bring new products and services to our clients.” This combination will allow Rockefeller to build on its distinguished legacy of serving families, including the Rockefeller family, as well as foundations, endowments and institutions. Under Mr. Fleming’s leadership, the firm plans to expand its asset management focus on global equities and ESG investing, add to its wealth management capabilities, and build a strategic advisory business. Rockefeller will have four operating units: Wealth Managem […]