Managing clients money since 1817
We can trace our investment roots back to 1868, when F&C Investment Trust, the world’s oldest collective investment fund launched, and have been adding to our offering ever since. We currently manage 10 Investment Trusts, providing a range of investment opportunities including access to equities, bonds, property and private equity. Each trust has different aims and objectives with the option of capital growth, income or a combination of both and with a specific regional focus or with a global remit.
BMO Global Smaller Companies founded
TR Property Trust founded
European Assets Trust founded
BMO Capital & Income Trust founded
BMO Private Equity Trust founded
BMO Real Estate Investments founded
BMO Commercial Property Trust founded
BMO UK High Income Trust founded
BMO Managed Portfolio Trust founded
BMO acquired F&C Investments
F&C Investments renamed to BMO
BMO Global Smaller Companies founded
TR Property Trust founded
European Assets Trust founded
BMO Capital & Income Trust founded
BMO Private Equity Trust founded
BMO Real Estate Investments founded
BMO Commercial Property Trust founded
BMO UK High Income Trust founded
BMO Managed Portfolio Trust founded
BMO acquired F&C Investments
F&C Investments renamed to BMO
More than 12 million customers count on us for personal and commercial banking, wealth management and investment services.
Everything we do is focused on building, investing and transforming how we work to drive progress alongside profit and create value that extends far beyond the bottom line.
*Source: BMO 202nd Annual Report 2019
Employees globally
in total assets
Dividend record – the longest in Canada
2019 World’s Most Ethical Companies Ethisphere Institute – recognised for the 2nd year running*
2019 Bloomberg Gender-Equality index for the 4th year running**
America’s Best Employers for Women 2019 – recognised by Forbes magazine***
At BMO, we offer five investment plans and 10 Investments Trusts, each with different objectives and geographical specialisms. Choose the right plan and trust(s) that suits your investment goals.
UK & Europe
Both regions have historically paid strong dividends offering the potential for an attractive income relative to other regions.
Globally
With a global portfolio, an investment specialist draws on the best ideas from around the world and selects companies that are best-in-class globally.
Property
Investing in commercial property offers the potential for growth in the form of capital appreciation and a regular income generated through property rentals.
Past performance should not be seen as an indication of future performance.
Environmental Finance’s Sustainable
Investment Awards 2020
Investment Week, Sustainable & ESG Investment Awards 2019
Investors Chronicle – Investment and Wealth Management Awards 2018
We’re excited to announce the launch of our brand new app. Click here to download the app or search ‘BMO UK‘ on the Apple App Store to give you access to all of the below from your mobile or tablet:
Please note, further upgrades will be coming to the app and it will be available on the Google Play Store soon.
Get in touch today
Frequently Asked Questions
Glossary
Visit our careers page to apply for a role and find out what it’s like to work at BMO, from the perspective of recent Graduates and apprentices on our Investment 2020 scheme.
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*For the second year in a row, BMO has been recognized as one of the 2019 World’s Most Ethical Companies by the Ethisphere Institute, a global leader in defining and advancing the standards of ethical business practices. Ethisphere focuses on five key areas of evaluation in its selection process: governance, a culture of ethics, leadership and reputation, ethics and compliance programs, and corporate citizenship and responsibility.
**BMO Financial Group has been included in the Bloomberg Gender-Equality Index (GEI) for the fifth year in a row. The global index recognizes companies committed to gender equality and inclusivity within the workplace and the community, and publicly demonstrates each company’s commitment to equality and advancing women. This year, the index has expanded to include nearly 6,000 companies across 84 countries.
***BMO Harris Bank has been recognized by Forbes Magazine as one of America’s Best Employers for Women in 2019. The list was compiled by surveying 60,000 U.S. employees – including more than 40,000 women – working for companies employing at least 1,000 people.
This section of the website is directed at persons who are located in the UK. Please read our full terms and conditions and the relevant Key Information Documents (“KID”) before proceeding with any investment product referred to on this website. Nothing on this website is, or is intended to be, advice to buy or sell any investments. If you are at all unsure whether an investment product will meet your individual needs, please seek advice.
