Skip Navigation

BMO Global Asset Management is committed to excellence in investment management and client service.

 

We believe that our competitive advantage is grounded in not only a disciplined investment process and a focus on risk management, but also in the strength of our people. We also know that our clients value both consistency and innovation.

 

Our team of investment professionals totals over 50 portfolio managers, researchers, traders and analysts with average tenure of approximately 16 years. On the client service front, we have a dedicated team of 10 institutional relationship managers who are committed to client service and proactively focus on client expectations.

 

When you choose BMO Global Asset Management you choose to work with an asset management firm that is backed by the strength of BMO Financial Group. A fully diversified financial services organization that has helped clients pursue their investment goals for 200 years.




Our roots date back to before 1925 when Bank of Montreal first provided investment services to institutional clients. More than 85 years later, we offer clients a broad array of innovative investment and recordkeeping solutions through our global platform.

BMO Global Asset Management (BMO GAM), our global brand, is a $313 billion* asset management business focused on meeting the needs of investors, both locally and globally, with capabilities in virtually all public markets.
The business is characterized by specialized, regional investment teams providing a range of investment solutions to clients across North America, Europe, Asia/Pacific and the Middle East. We have been recognized as one of the Top 10 money managers in Canada.
The firm was originally established in 1982, operating under the name Jones Heward Investment Counsel Inc.,. It was acquired by Burns Fry Limited in 1991, and as a result of the Burns Fry merger with Nesbitt Thomson in 1994, became part of the BMO Financial Group.

BMO AM's Exchange Traded Funds (ETF) business was launched in 2009 and quickly became the top ETF asset gatherer in Canada for the past six years.

In May 2010, Jones Heward Investment Counsel Inc. was renamed BMO Asset
Management Inc. following the amalgamation of the BMO Exchange Traded Funds and Quantitative Investments groups. In June 2012, our U.S. subsidiary, previously doing business as Harris Investment Management Inc., merged with M&I Investment Management Corp. to form BMO Asset Management Corp.

On May 7, 2014 BMO acquired F&C Asset Management plc through its wholly owned subsidiary, BMO Global Asset Management (Europe) Limited. This acquisition enhances our investment platform capabilities and provides attractive opportunities to leverage ideas cross-border and bring more comprehensive solutions to our clients around the world.

Awards

 

BMO Global Asset Management is committed to providing best-in-class investment products. Here are some of our recent accomplishments.

 

Learn more

Team

 

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


Executive Leadership


Richard Wilson

Richard Wilson
Chief Executive Officer &
Chief Investment Officer,
BMO Global Asset Management

View Bio

David Logan

David Logan
Head of Distribution,
BMO Global Asset Management

View Bio

Joan Mohammed

Joan Mohammed
Chief Operating Officer,
BMO Global Asset Management

View Bio

Investment Management

 

A sound investment strategy begins with a strong investment team.


Kevin Gopaul

Kevin Gopaul
Head of Quantitative Strategies and ETFs, CIO Canada,
Head of BMO Global Asset Management

View Bio

Steve Ilott

Steve Ilott
Head of Multi Asset and Alternative Investment,
CIO US

View Bio

Richard Watts

Richard Watts
Head of Fundamental Investment.
CIO EMEA

View Bio

Distribution and Client Management


Phillip Enochs

Phillip Enochs, CFA, CPA
Head of Distribution & Client Management, BMO Global Asset Management US
Head of BMO Global Asset Management U.S.

View Bio

Ross Kappele

Ross Kappele, CFA
Head of Distribution & Client Management,
BMO Global Asset Management Canada

View Bio

Mandy Mannix

Mandy Mannix
Head of Distribution & Client Management,
BMO Global Asset Management EMEA

View Bio

Ravi Sriskandarajah

Ravi Sriskandarajah
Head of Distribution & Client Management,
BMO Global Asset Management APAC Head of BMO Global Asset Management APAC

View Bio

Product


David Sloper

David Sloper
Head of Product Management,
BMO Global Asset Management

View Bio

Our Global Presence

 

BMO Global Asset Management now has 24 offices in 14 countries serving clients across five continents.


Canada

BMO Asset Management Inc.

 

For Institutional Investors

 

Sam DiTella,
Managing Director
Head of Institutional Sales and Service
Tel: 416-350-3126
Tol free: 1-844-855-7034
Email: sam.ditella@bmo.com

BMO Asset Management Inc.
First Canadian Place, 100 King Street West, 43rd Floor,
Toronto ON M5X 1A1
Canada

United States

For Institutional Investors
Mark Osterkamp
Managing Director
Head of Institutional Sales and Service
Tel: 1-312-461-5044
Toll Free: 1-800-553-0332
Email: mark.osterkamp@bmo.com

 

For Intermediary Sales
Ben Jones
Managing Director
Head of Intermediary Distribution
Tel: 1-844-BMO-FUND (266-3863)
Email: ben.jones@bmo.com

For trading, operational, and service inquires, call: 1-800-236-3863

BMO Asset Management U.S.
115 S. LaSalle, 11th Floor
Chicago IL 60603
USA

London

F&C Asset Management plc
Exchange House, Primrose Street
London
EC2A 2NY
United Kingdom

 

For Institutional Investors
Mandy Mannix
Head of Client Management
Tel: +442070115225
Email: mandy.mannix@bmo.com

Hong Kong

36th Floor, One Exchange Square
8 Connaught Place, Central
Hong Kong
Tel: +852 3716-0990
Email: bmogamasiainfo@bmo.com

Abu Dhabi

Representative Office

 

Level 4 Building B Al Mamoura,
Mohammed Bin Khalifa Street
(15th St), Muroor District
Abu Dhabi, United Arab Emirates
Tel: +971-2-659-4254
Fax: +971-2-659-4150

Firas Mallah
Managing Director
Email: firas.mallah@bmo.com

Australia

Lvl29 Chifley Tower
2 Chifley Square
Sydney, NSW 2000
Australia

11th Floor
256 Queen Street
Melbourne, VIC 3000
Australia
Tel: +61-499-300-304

Ravi Sriskandarajah
Managing Director
Email: ravi.sriskandarajah@bmo.com