GB–EN Institutional

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

, Director
Director, Sales, UK Institutional

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

, Vice President
Director Consultant Relations UK Institutional

Clare Allen

Director Consultant Relations UK Institutional

Rachael Moat

Vice President Consultant Relations UK Institutional

Client directors

Danica Kerbelker

Vice President Client Management UK Institutional

Natasha Thakur

Vice President Client Management UK Institutional

Zahra Sachak

, Director
Director Relationship Management UK Institutional

Stephanie Lowndes

, Vice President
Vice President Client Management UK

Adam Kirkpatrick

, Vice President
Director Relationship Management UK Institutional

Dominic Delaforce

, Director
Director Relationship Management UK Institutional

David Page

Director Relationship Management UK Institutional

Fiduciary solutions and Insurance Investors

Christy Jesudasan

Director, UK Fiduciary Solutions

Independent trustees / Charities, endowments and foundations / Universities

James Edwards

, Director
Director, Sales, UK Institutional

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.

How to find us

UK Office
BMO Global Asset Management
Exchange House

Questions?

Give us a call on

(Calls may be recorded)

Email

Frequently Asked Questions

What do you offer in terms of trustee training sessions?

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.

Where can I find out more about BMO's ESG solutions?

Please click here to be directed to our Responsible Investment area.

 
 
Do you offer solutions for charities and endowments?

We have a number of existing charity clients and have an extensive range of ethical investment strategies. Please contact James Edwards to discuss further.

I can’t find the factsheet on your website I need, where can I get this from?

Please contact a member of the UK Institutional team who would be more than happy to assist.

Who should I contact about my scheme’s investments?

Please contact a member of the UK Institutional team who would be more than happy to assist.