Asset Manager

Updated:

Bank of Montreal

Bank of Montreal, Canada's oldest bank founded in 1817, operates BMO Global Asset Management alongside retail and commercial banking.

Bank of Montreal

Bank of Montreal is an investment firm. It has made three investments, totaling $922 million in deployed capital. Primary sectors include Financial Services.

Website
bmo.com

General information

Firm type

Asset Manager

Year founded

1817

AUM

Undisclosed

Location

Region

North America

Country

Canada

City

Toronto

Corporate office

Toronto, Ontario, Canada

Principals

Darryl White

Chief Executive Officer

Frequently asked questions

How is BMO Global Asset Management structured within the broader bank?

BMO Global Asset Management sits inside BMO Wealth Management, one of three operating groups alongside Personal and Commercial Banking and BMO Capital Markets. This structure means the asset manager shares a balance sheet with a deposit-taking institution, and its investment teams operate with access to the bank's commercial banking relationships, credit data, and mid-market corporate client networks.

What investment capabilities does BMO Global Asset Management offer to institutional clients?

The firm manages strategies across public equities, fixed income, multi-asset solutions, real estate, and private markets. Institutional clients include Canadian pension funds, corporate treasuries, endowments, and foundations. The ETF platform, branded BMO Exchange Traded Funds, represents a substantial portion of Canadian-listed ETF assets.

What is BMO's US footprint and how has it changed in recent years?

BMO's US presence is anchored by BMO Harris Bank, headquartered in Chicago, and expanded materially with the February 2023 acquisition of Bank of the West from BNP Paribas for $16.3 billion. That transaction added over 500 branches across California, the Pacific Northwest, and the Midwest, roughly doubling BMO's US retail branch count.

Who leads BMO's executive management?

Darryl White has served as Chief Executive Officer of BMO Financial Group since November 2017. He joined BMO in 1994 and previously led BMO Capital Markets. The wealth management division, which houses the asset management business, reports through group-level leadership to the CEO.

Does BMO participate in alternative investments beyond traditional asset management?

BMO Global Asset Management maintains capabilities in real estate equity and debt, private equity fund-of-funds, and infrastructure investments. The firm's private markets group sources direct and co-investment opportunities for institutional clients, primarily focused on Canadian and select US markets.

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