BMO Private Equity

BMO Private Equity Trust is an investment entity that specializes in providing access to private equity opportunities typically unavailable to individual investors. Established in 1999, the Trust focuses on creating a diversified portfolio of high-quality assets, primarily through investments in private equity funds and direct stakes in private businesses. The strategy aims to generate capital growth over the medium to long term while also delivering predictable and attractive dividends to shareholders. The management team leverages an extensive network to identify and select investments, ensuring a well-rounded exposure to various private equity opportunities. BMO Private Equity Trust operates under the larger framework of BMO Global Asset Management, which offers comprehensive investment services and is part of the BMO Financial Group, a leading financial institution in North America.

Daanish Al-Karimi

Director, Institutional Sales

Vicki Bakhshi

Head of Governance and Sustainable Investment and Director

Robert Barrington

Director of Governance and Socially Responsible Investment

Michel Bernard

Director of Institutional Funds

Andrew Carnwath

Director, Private Equity

Julia Clark

Director, Private Equity

Stuart Hastie

Director, Private Equity

Steve Ilott

Head of Multi Asset and Alternative Investment and Chief Investment Officer, US

Richard James

Director of Communications

Fadi Khoury

Head of Middle East and North Africa

Hamish Mair

Managing Director and Head of Private Equity

Elizabeth Elliott McGeveran

VP of Governance and Socially Responsible Investment

Joan Mohammed

Chief Operating Officer

Iain Munro

Director, Private Equity

Richard Nairn

Director, Private Equity

Neil Sneddon

Director of Private Equity

Richard Wilson

Head of BMO Global Asset Management and Chief Investment Officer

Logan B.A., C.A., ACA, David

CFO and Executive Director