About us

In a complex and interconnected world, identifying the right investments can be a daunting task. At BMO Global Asset Management, we believe that our role is to successfully connect our clients with the outcomes they want to achieve.

Whatever your reasons for investing, an awareness of the wider world and the interconnections between economies and markets is essential to achieving your end goal. At BMO Global Asset Management, our aim is to bring this broader perspective into focus. Through 20+ offices in 14 countries we can get closer to you, listen and understand your needs.

A Global Platform

Across a range of asset types we have investment teams operating around the world. Where it makes sense, areas of focused expertise are combined as part of a broader global team, a structure that through 11 defined specialisms allows us to bring a global perspective to the delivery of client-orientated products.

Smart innovation

Even if your circumstances and objectives remain broadly consistent, it’s important that your asset manager continues to adapt.

Our heritage in asset management spans back 150 years – a century and a half in which the world and investment landscape have transformed and continue to evolve. During that time we have striven to constantly reassess and reappraise the needs of our clients and develop innovative and relevant solutions to help them meet their objectives.

The strategies we apply today demonstrate our commitment to offering new ideas and fresh perspectives. These include a host of outcome-focused solutions, pioneering capabilities and long-standing success stories like the world’s first publicly quoted investment vehicle that we still manage today.

A strong parent company – BMO Financial Group

A strong parent company – BMO Financial Group

Established in 1817, BMO Financial Group is a diversified financial services provider based in North America. With total assets of CAN$710 billion and more than 45,000 employees, BMO provides a broad range of personal and commercial banking, wealth management and investment banking products and services to more than 12 million customers.*

*Source: BMO Financial Group, 200th Annual Report

Our history

Our asset management roots date back to before 1925 when Bank of Montreal first provided investment services to institutional clients. More than 90 years later, we offer clients a broad array of innovative solutions through our global reach and regional expertise.

1817

Bank of Montreal – Canada’s 1st bank

1868

F&C Investment Trust – world’s 1st pooled vehicle

2006

Founding signatory of UNPRI

2007

Adding multi-asset capability

2008

Extending our property capabilities

2011

Expanding high yield and emerging market expertise

2014

Expanding operations in Europe, Asia and the Middle East

2015

Operating under one brand

2017

BMO Financial Group marks 200 years

1817

Bank of Montreal – Canada’s 1st bank

1868

F&C Investment Trust – world’s 1st pooled vehicle

2006

Founding signatory of UNPRI

2007

Adding multi-asset capability

2008

Extending our property capabilities

2011

Expanding high yield and emerging market expertise

2014

Expanding operations in Europe, Asia and the Middle East

2015

Operating under one brand

2017

BMO Financial Group marks 200 years

Meet our senior team

We believe our competitive advantage arises from our ability to consistently deliver innovative solutions. Our executive leadership oversees specialised teams singularly focused on providing those solutions.

Kristi Mitchem
CEO
Joan Mohammed
Chief Operating Officer
David Logan
Head of Distribution
Ross Kappele
Head of Distribution & Client Management, Canada
Ravi Sriskandarajah
Head of Distribution & Client Management, APAC
Steve Ilott
Head of Investment Solutions, CIO North America
David Sloper
Head of Product Management
Richard Watts
Chief Investment Officer, BMO Global Asset Management

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