• About Us

    F&C can trace its roots back to 1868, when Foreign & Colonial Investment Trust, the world’s oldest collective investment fund was launched. In 2014 we became part of BMO Global Asset Management, and ultimately the BMO Financial Group, which has been helping millions of customers meet a spectrum of financial needs for over 200 years.

    Through the years, F&C has grown as a business and evolved to become a global organisation. Partnering with BMO Global Asset Management has allowed us to combine the key strengths of both businesses in order to give our customers even greater investment options.

    Global reach, regional expertise

    We currently have over 20 offices in 14 countries around the world, and our coverage is growing. This local presence helps ensure we truly understand the specific needs of our clients, and can work with you to achieve your investment goals.

    In addition, we also have four regional investment hubs, in London, Toronto, Chicago and Hong Kong, as well as a number of strategically placed investment boutique specialist teams. This global approach ensures a healthy balance combining superior local knowledge and shared best practice.

    Financial strength

    BMO Global Asset Management is a worldwide business with more than 1,200 employees, managing £185 billion in assets (as at 31 March 2018). We also have the stability that comes with the backing and global resource of our parent company. BMO Global Asset Management is a part of BMO Financial Group, a highly diversified financial services provider based in North America with total assets of CDN $744 billion as of April 30, 2018, and over 45,000 employees. BMO Wealth Management has worldwide assets under management of CDN $402 billion.

    Our values

    Our four core values are:





    We aim to deliver on these in everything we do. For example:

    •  We follow the highest principles of business conduct. We are authentic, honest, and transparent, and aspire to the highest ethical standards in both our personal and professional behaviour. Integrity is indispensable. We admit when we don’t have all the answers. When we promise to deliver, we will do everything possible to meet that promise. We constantly monitor our commitment to best practice, and continue to add value to our propositions wherever we can.
    •  We seek to understand others, and help them to succeed. We put our clients first, and we appreciate that our business is built around them and their requirements. We also consider third party stakeholders and the wider community, both local and global, in everything we do.
    •  We are open, collaborative, and inclusive. We promote and reward talent in all areas of our business, and we don’t discriminate between equally talented individuals. We don’t set up internal barriers, needless hierarchies, or complex approvals systems. We also aim to integrate specialities and work together in a collaborative, inter-disciplinary structure to further the interests of each client, and to develop new approaches and new solutions. By working ever more closely as a team, we can offer more to our clients and to our communities.
    •  We take ownership of every client requirement and look beyond the standard solution. We regard each client’s challenges as our own. We re-examine and look beyond conventional solutions to find a better, innovative route forward so that our clients can prosper in a changing world.

    Looking forward

    Throughout our history, our focus has always remained constant; to provide leading and innovative investment solutions – that meet our customers’ current and future investment needs and deliver the best possible returns for our investors.

    Performance is our lifeblood and our investment decisions are geared towards delivering consistent returns, based on careful research, market analysis and experience – and, above all, on your best interests as our customer.

    Our future depends on our customers, and on our ability to continue to help them to continue to meet their investment goals. To do this, we will continue to innovate and expand our capabilities. And we will continue to put our customers at the heart of our business

Information in this section of the Website is directed solely at persons who are located in the UK and can be categorised as retail clients. Nothing on this website is, or is intended to be, an offer, advice, or an invitation, to buy or sell any investments. Please read our full terms and conditions and the relevant Key Information Documents (“KID”) before proceeding further with any investment product referred to on this website. This website is not suitable for everyone, and if you are at all unsure whether an investment product referenced on this website will meet your individual needs, please seek advice before proceeding further with such product.



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