BMO Global Asset Management

Office address: First Canadian Place, 100 King Street West, 43rd Floor, Toronto, ON M5X 1A1 
Website: www.bmogam.com  
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.  

History of BMO Global Asset Management 

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.  

Products and Services of BMO Global Asset Management 

BMO Global Asset Management offers a comprehensive range of products and services, tailored to meet the varying needs of its clients. These include: 

  • mutual funds: diverse options across asset classes and investment strategies 
  • Exchange-Traded Funds (ETFs): innovative ETF solutions made available since 2009 
  • portfolio solutions: a variety of options to meet investment or savings goals 
  • sustainable investments: ESG-integrated investment solutions reflecting responsible investment practices 

Culture at BMO Global Asset Management 

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. 

About BMO Global Asset Management CEO Bill Bamber 

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.   

Future at BMO Global Asset Management 

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.  

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