BMO Financial Group today announced that it has signed an agreement to purchase Pyrford International plc, a London, UK-based institutional asset manager. Terms of the deal were not disclosed.
BMO says the purchase was spurred by increasing interest from institutional and retail investors for international investment opportunities.
Pyrford has been providing international asset management services for pension funds, charities, endowments, foundations and high net worth individuals since 1987. It had approximately $3 billion assets under management (AUM) as at September 30, 2007 and client relationships in Canada, the United States, UK, Europe and the Middle East. North American clients currently account for more than 65% of Pyrford’s AUM.
“Today’s announcement marks an important move for BMO into the international money management space as we continue to expand our internal investment management capabilities outside of North America,” says Gilles Ouellette, president and CEO, private client group, BMO Financial Group. “The acquisition of Pyrford will provide us with investment expertise in a number of regions that complement our current wealth management presence in Canada, the U.S. and in China with our stake in Fullgoal Fund Management.”
“Pyrford and BMO share a commitment to exceptional client service and a reputation for delivering strong performance. By leveraging BMO’s extensive experience in investment management, product manufacturing and distribution, we are confident we will continue to grow our business,” says Bruce Campbell, CEO and chief investment officer, Pyrford International.
Subject to regulatory approval, the acquisition is expected to close in December 2007. It is intended that Pyrford International will retain its name and will be part of BMO Asset Management when the acquisition is approved.
The transaction will not have a material impact on BMO Financial Group’s earnings per share, the company says.
BMO to buy UK-based institutional asset manager
Pyrford International will provide access to more international investment opportunities
- By: IE Staff
- November 2, 2007 November 2, 2007
- 08:55