Contact Us
Our institutional team is here to help you invest with us
Whether you’d like to find out more about our investment solutions, or how we service our clients, our dedicated teams are here to help. Please contact the relevant team or see some FAQs below.
Corporate and local authority pension funds
James Edwards
James is a Director within the UK Institutional team with a particular focus on Corporate DB pension schemes. Prior to joining BMO Global Asset Management in May 2018, James worked at BlackRock for 10 years as both an institutional client director and a fixed income product specialist, with a focus on global credit. James is a CFA Charterholder.
Consultant relations
Rob Kennedy
Clare Allen
Rachael Moat
Client directors
Danica Kerbelker
Natasha Thakur
Zahra Sachak
Stephanie Lowndes
Adam Kirkpatrick
Dominic Delaforce
David Page
Fiduciary solutions and Insurance Investors
Christy Jesudasan
Independent trustees / Charities, endowments and foundations / Universities
James Edwards
James is a Director within the UK Institutional team with a particular focus on Corporate DB pension schemes. Prior to joining BMO Global Asset Management in May 2018, James worked at BlackRock for 10 years as both an institutional client director and a fixed income product specialist, with a focus on global credit. James is a CFA Charterholder.
Questions?
(Calls may be recorded)
Frequently Asked Questions
At BMO we pride ourselves on being able to communicate complex ideas both clearly and concisely. We run a number of educational events throughout the year and are happy to host sessions with individual groups of trustees. To discuss this further please contact a member of the team.
We have a number of existing charity clients and have an extensive range of ethical investment strategies. Please contact James Edwards to discuss further.
Please contact a member of the UK Institutional team who would be more than happy to assist.
Please contact a member of the UK Institutional team who would be more than happy to assist.