Office address: First Canadian Place, 100 King Street West, 43rd Floor, Toronto, ON M5X 1A1
Year established: 1817 (BMO)
Company type: asset management
Employees: over 330
Expertise: asset management, financial services
Parent company: BMO
CEO and key people: Bill Bamber, CEO
Financing Status: corporate backed or acquired
BMO Global Asset Management offers investment management services to institutional, retail and high net worth investors. It offers a wide range of innovative solutions and strategies to help clients meet their investment objectives. As of June 2023, BMO Global Asset Management has $145 billion in AUM.
BMO Global Asset Management has a rich history that dates back to the establishment of the Bank of Montreal (BMO) in 1817. Over the years, BMO expanded its services beyond traditional banking, entering the asset management field. This expansion was marked by strategic acquisitions and organic growth, enabling BMO to establish a significant presence in the asset management industry in Canada and abroad.
BMO Global Asset Management offers a comprehensive range of products and services, tailored to meet the varying needs of its clients. These include:
The culture at BMO Global Asset Management is characterized by a commitment to client-centric service, innovation, and responsible investment. The organization explores new products and services to offer its clients, going beyond the traditional. It offers new ways of doing business, following through from BMO’s Digital First strategy.
Bill Bamber assumed the CEO position in May 2023, a year after joining the organization’s Wealth Management division. He has more than 30 years of experience in the financial services industry, having taken up leadership positions at institutions like CIBC. He is described as an innovator, having been involved in the world’s first Emerging Market ETF.
Bamber is a Chartered Financial Analyst (CFA). He earned a Master of Management Analytics and a Master of Business Administration from Queen’s University.
BMO Global Asset Management is poised to continue its growth trajectory, focusing on expanding its product offerings, embracing technological advancements, and adhering to sustainable investment principles. It continues to explore new technology in delivering its products and services and improving on client experience.
Slightly more hawkish language makes analysts think cuts are less likely to come as soon as some investors had hoped
6 months since taking the reins at BMO ETFs, Sara Petrcich offers reflections on lessons learned and outlooks on where BMO and the ETF industry are headed
Now a doyen for ETF issuers and other large providers, Gopaul sees a new phase of growth for Canada’s ETF space
Outlook highlights key themes like structured outcome ETFs as well as appetite for risk assets, cash
Alberta-based alternative investment solutions provider partners with industry veteran and his newly formed entity
Firm hires investment industry veteran Jean-Sebastien Garant
CIO at BMO GAM explains why he thinks the themes that drove US-based growth in 2023 should extend into 2024
Alternative investing head explains transcendent wisdom of diversification, and how advisors should rethink client needs for private investments
BMO alternatives leader unpacks how private managers are working harder to meet the needs of Main Street
CIO of BMO GAM offers economic, market outlook as indebted North Americans face more expensive debt