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WHO WE ARE

 


 

 

BMO Private Bank combines local knowledge with global reach to meet the international wealth management needs of high net worth individuals, families and businesses. With years of experience, we make it our priority to understand your financial needs, whether your objective is to preserve wealth, enhance your assets and maximize their growth, or diversify your investments. Supported by our global network of resources, we can provide bespoke investment and trust and family office solutions, which meet your financial needs.

 

Bank of Montreal – a heritage of excellence for over 200 years

 

Established in 1817, Bank of Montreal (BMO) was the first bank in Canada. Today BMO is a diversified financial institution with a presence in North America, Europe and Asia offering a wide spectrum of retail banking, private banking, wealth management and investment banking services to more than 12 million customers worldwide.

 

BMO in Asia

 

For two centuries, BMO has maintained a presence in China and across key Asian markets. BMO was the first Canadian bank to do business in China, undertaking our first foreign exchange transaction in support of trade with the country in 1818.

 

Today, BMO remains the only Canadian bank which has been authorized to incorporate in China. We were also an early investor in China’s growing wealth management market, purchasing equity stakes in Fullgoal Fund Management Company Ltd. and COFCO Trust Company Ltd.

PRIVATE BANK ASIA

 

We have years of experience working with high net worth individuals and families in Asia. With offices in Hong Kong and Singapore, our presence in key Asian centers allows us to provide personal service with a global approach.

BMO FINANCIAL GROUP

 

BMO Financial Group is a North American-based financial institution with more than 1500 branches in over 15 countries. Our strength in risk management provides a strong foundation for everything we do. The World Economic Forum has ranked the banks in Canada as the most sound in the world for 8 years in a row.



HOW WE WORK WITH YOU

 


 

 

Whether your objective is to preserve your wealth, enhance your assets or diversify your investments, we make it our priority to understand your financial needs. Through a single point of contact, your dedicated Relationship Manager will provide personalized solutions to enable you to reach your financial goals. With access to a team of BMO specialists, as well as in-house and third-party experts, your Relationship Manager can bring together the best of BMO to help you reach your objectives.

 

 

OUR MANAGEMENT TEAM

 


 

 

Guided by some of the industry’s most successful leaders, we are a competent and caring team of professionals, committed to supporting you and your family through coordinated efforts and confident execution.


Photo of Monique Chan

 

 

MONIQUE CHAN

Chief Executive Officer, BMO Private Bank Asia

 

Monique Chan is responsible for growing BMO's private banking business in Asia and building strong collaborative partnerships within BMO across the Private Banking, Capital Markets and Global Asset Management lines of business. Monique leads a team of professionals in the Private Bank’s Hong Kong and Singapore offices who provide expert advice and highly personalized services in investment advisory services, discretionary investment management services, banking services and family and trust office solutions.

BUSINESS HEADS

 


 

 

Our Business Heads implement BMO Private Bank’s business strategy, leading a team of expert, specialized professionals who deliver exceptional client experiences for high net worth individuals and families, business owners, entrepreneurs, professionals and executives.

 

Based in Hong Kong
Photo of Selwyn Au-Yeung

 

SELWYN AU-YEUNG

Photo of Peggy Kwok

 

PEGGY KWOK

Photo of Charles Lam

 

CHARLES LAM

Photo of Simon Ng

 

SIMON NG

Wealth Solutions
Photo of Steven So

 

STEVEN SO

Photo of Simon Ng

 

SIMON NG

Wealth Solutions
Photo of Steven So

 

STEVEN SO

 

Based in Shanghai
Photo of Steve Katiyapong

 

STEVE KATIYAPONG

Wealth Banking Strategy

 

Based in Singapore
Photo of Andrew Tjia

 

ANDREW TJIA

Photo of Eugene Chan

 

EUGENE CHAN

Photo of Renette Lee

 

RENETTE LEE

FUNCTION HEADS

 


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NANCY CHEUNG

CAO
Photo of Patsy Leung Pech

 

PATSY LEUNG PECH

Marketing & Communications

AWARDS & RECOGNITION

 


 

 

Our services have been recognized for achievement, progress and performance within the world of finance.

GLOBAL FINANCE AWARD
- MOST OUTSTANDING WEALTH PLANNING
2017
BEST PRIVATE BANK –
TALENT MANAGEMENT
2017
Global Banking & Finance Review logos
BEST PRIVATE BANK FOR DISCRETIONARY
AND ADVISORY SERVICES IN HONG KONG
AND SINGAPORE
2015
Global Banking & Finance Review logos
FASTEST GROWING PRIVATE BANK
IN HONG KONG AND SINGAPORE
2015
Global Banking & Finance Review logos
BEST NEW PRIVATE BANK
IN HONG KONG AND SINGAPORE
2014
Global Brand Magazine logos
BEST NEW PRIVATE BANKING BRAND
IN HONG KONG AND SINGAPORE
2013
World Finance logo
BEST PRIVATE BANK (CANADA) SEVEN CONSECUTIVE YEARS
Global Banking & Finance Review logo
BEST PRIVATE BANK (CANADA) FIVE CONSECUTIVE YEARS

CONTACT US

 


 

 

If you would like to learn more about our services, one of our Relationship Managers would be pleased to help. Connect with us today.

HONG KONG

 

Bank of Montreal, Hong Kong Branch
36th Floor, One Exchange Square
8 Connaught Place, Central
Hong Kong

 

 

Resolving a client concern
At BMO Private Bank, we are committed to resolving
any concerns in a timely and effective manner.

SINGAPORE

 

Bank of Montreal, Singapore Branch
12 Marina Boulevard, #18-01,
Marina Bay Financial Centre
Tower 3, Singapore 018982

 

 

Resolving a client concern
At BMO Private Bank, we are committed to resolving
any concerns in a timely and effective manner.