An experienced private equity manager with a top quartile* track record delivered through a differentiated investment strategy.
The Private Equity business within BMO Global Asset Management, was established in June 2005 when the business was acquired from Martin Currie Investment Management. With over $1bn assets under management, the Private Equity business is a highly experienced specialist private equity manager with a proven ability to identify and access strong performing mid-market and prime managers. Our team manages a number of products at different stages of maturity and with different mandates but with certain common themes, such as a mid-market focus, primarily in buyout funds, a European bias, with the ability to pursue selective co-investments and secondary investments.
Our investors benefit from our top quartile track record, specialist industry knowledge, market research, fund access, disciplined investment approach and focus on long-term positive investor relations. In addition, we aim to reduce our fund investors' risks through the fund structures that we manage for them. Furthermore, our investors are relieved of the costly and time consuming exercise of directly monitoring investments and fulfilling reporting requirements which we perform on a transparent basis on their behalf. We cater to a variety of investor types from a number of different countries with specific investment needs, including government pension funds, institutional pension funds, insurance companies, family offices, private banks and individuals.
As well as managing our investment funds we offer bespoke services related to private equity portfolios. This may take the form of the assessment, restructuring or management of existing private equity portfolios or the implementation of customised private equity investment programmes based on specific client requirements, leveraging the experience and operations of our Private Equity team ('the Team').
*Source: BMO Global Asset Management and Preqin - 1983 to 2017 fund of funds comparison - past performance is not a guide to future performance.
Managing Director, Head of Private Equity
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