BMO Wealth Management award announcement - Global Banking & Finance Review
The featured image represents BMO receiving the Best Wealth Management Canada 2014 award from Global Banking & Finance Review, highlighting their excellence in financial services.
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GLOBAL BANKING & FINANCE REVIEW NAMES BMO ‘BEST WEALTH MANAGEMENT CANADA 2014’

Published by Gbaf News

Posted on May 8, 2014

3 min read

· Last updated: April 29, 2020

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Global Banking and Finance Review announced today that it has named BMO ‘Best Wealth Management Canada 2014’.

Why BMO Was Selected for the Award

Global Banking and Finance Review stated that it recognized BMO for its commitment to provide clients with comprehensive wealth management services.   BMO was chosen in this category this year because of the company’s outstanding achievements in many areas of wealth management.

Comprehensive Wealth Management Services Offered

BMO services include financial planning, full-service investment advice, private banking, insurance, online brokerage and global asset management.  All areas are dedicated to helping clients achieve their financial goals.

The award honours companies that stand out in particular areas of expertise in the banking and finance industry. BMO was awarded the Best Wealth Management Canada 2014 category by the judging panel of Global Banking and Finance Review.

Key Criteria Considered by the Judging Panel

BMO scored well in the following categories:

  • Comprehensive wealth management products and services
  • Local expertise with global reach to support international wealth management needs
  • Wide range of research, educational  and financial planning materials available for self-directed investors
  • Continued commitment to providing clients with the best possible financial solutions.
  • Personalized services and solutions
  • Innovative investment solutions across a range of channels
  • Extensive in-house and access to third party investment research
  • Dedication and commitment towards improvement of quality

About Global Banking and Finance Review

About Global Banking and Finance Review

Global Banking and Finance Review describes its awards as honouring institutions that stand out in their particular area of expertise in the finance industry. They recognize achievement, challenge, progress and inspirational change in finance globally.

Global Banking & Finance Review is an online portal which has evolved from the growing need to have a more balanced view for informative and independent news for the global banking and finance industry. It is reflected in the quality and in-depth insight provided by our experienced contributors in a clear and concise way. Global Banking and Finance Review brings together the entire fundamental and growth areas of finance and banking into one easy, informative and all-encompassing publication. We have objective and respected editorial contributions from all major sectors, such as Banking, Technology, FOREX Trading, Asset Management, Corporate Governance, Islamic Finance, Project Finance, Mergers and Acquisitions, Tax and Accounting and Inward Investment; all under one global umbrella. For Further Information please visit www.globalbankingandfinance.com

About BMO

BMO Wealth Management Operations and Reach

BMO Financial Group’s wealth management services include financial planning, full-service investment advice, private banking, insurance, online brokerage and global asset management. The services – including a broad offering of products and solutions – cater to a full range of client segments from mainstream to ultra-high net worth individuals and institutions.

BMO Financial Group’s wealth management services operate in Canada, the United States, Asia and Europe, with total assets under management and administration of $597 billion as at January 31, 2014.

Key Takeaways

  • Global Banking & Finance Review named BMO “Best Wealth Management Canada 2014”.
  • Award cited BMO’s comprehensive services, local expertise with global reach, and innovative, personalized solutions.
  • BMO’s wealth services include financial planning, investment advice, private banking, insurance, online brokerage and asset management.
  • At January 31, 2014, BMO had C$597 billion in assets under management and administration.
  • The award recognizes excellence and inspirational change in the banking and finance industry.

References

Frequently Asked Questions

Who named BMO the Best Wealth Management in Canada for 2014?
Global Banking & Finance Review awarded BMO the Best Wealth Management Canada 2014 award.
What strengths did BMO exhibit to earn the award?
BMO was recognized for its comprehensive wealth services, local expertise with global reach, personalized innovative solutions, and extensive research and educational materials.
What services are included in BMO’s wealth management offerings?
Services include financial planning, full‑service investment advice, private banking, insurance, online brokerage, and global asset management.
How much assets did BMO manage as of January 31, 2014?
BMO had C$597 billion in assets under management and administration as at January 31, 2014.

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