Bmo Global Asset Management (Asia) Limited is a large advisory firm based in Hong Kong. It manages $688.39 million of regulatory assets for 13 client accounts. It has been registered with the SEC as an adviser since 2014.
Bmo Global Asset Management (Asia) Limited provides portfolio management for investment companies, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Bmo Global Asset Management (Asia) Limited is $688.39 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -18% since the beginning of its operation, and $605.96 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Bmo Global Asset Management (Asia) Limited for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to investment companies and pooled investment vehicles. The largest group of clients of Barry Sean Mcinerney is pooled investment vehicles with 10 clients and $409.7 million of assets under management. Among the 7 most similar advisory firms, Bmo Global Asset Management (Asia) Limited has the 2nd highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $492.13 million for 11 clients. 93% of the firm’s clients are foreign persons or businesses.
Bmo Global Asset Management (Asia) Limited doesn't advise any private funds.
The company employs 21 people that are either part- or full-time employees. 33 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There are 12 people with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Barry Sean Mcinerney has been acting as President since 1 Apr 2011. Chung Man Wai joined the executive team most recently as the Chief Compliance Officer.
The principal office where Bmo Global Asset Management (Asia) Limited performs its advisory services is located at 3808 One Exchange Square Central, Hong Kong, , which is also the mailing address of the firm. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number 852-37160990 or by fax 852-28453911. The normal business hours are 9:00 a.m. - 6:00 p.m. on Monday - Friday. You can find more information about the New York firm at lgminvestments.com.