BMO Private Bank Asia Honoured For Excellence In Wealth Planning

TORONTO, CANADA and HONG KONG, CHINA�- Media OutReach - March 4, 2019 – BMO Private Bank Asia, part of BMO Wealth
Management, has won the award for “Wealth Planning Team” at the
WealthBriefingAsia Greater China Awards 2019. This is the fourth time BMO
Private Bank Asia has been honoured by the global news service and media
company.

 

BMO
Private Bank Asia’s previous awards from WealthBriefing Asia include
“Institutional Trust or Fiduciary Company” (2018) and “Best Private Bank Asia,
Talent Management” (2018, 2017).

 

“Winning
this prestigious award is a testament to the team’s dedication to meeting the
needs of our clients through our best-in-class wealth planning and trust
offering,” said Monique Chan, Chief Executive Officer, BMO Private Bank Asia.
“Our highly experienced team of specialists work with our clients to help them
structure and protect their assets, plan for intergenerational transfer of
wealth, as well as provide advice on family governance, continuity planning and
philanthropy.”

 

With
offices in Hong Kong and Singapore, BMO Private Bank Asia provides
comprehensive wealth management solutions including investment advisory
services, discretionary investment management, traditional banking services, as
well as wealth structuring and succession planning solutions through BMO
Trustee Asia.

By
leveraging the diversified strengths of BMO Financial Group, BMO Private Bank
Asia provides clients with access to their capabilities in Capital Markets,
Global Asset Management and Commercial Banking.

 

A
Seamless Cross-Pacific Offering For Global Families

As
high-net-worth individuals and their families in Asia become more global and
their wealth planning needs more complex, they see the need and value in having
their wealth properly structured and protected.

 

“BMO’s
collective strength as a 200-year-old bank in Canada and its many years
operating in Asia offers a powerful proposition of a seamless blend of wealth
management knowledge and global reach for our clients and their families, many
of whom are globally-oriented, have complex financial needs, and have
strong connections to both regions,” said Andrew Auerbach, Executive Vice
President & Head, BMO Private Wealth Canada and Asia. “Our Private Wealth
Asia team is committed to delivering a seamless experience for valued clients on
either side of the Pacific. The WealthBriefing Asia award is further
recognition of the great momentum within our business.”

 

“BMO
Private Bank Asia is focused on building relationships across multiple
generations,” added Ms. Chan. “We will continue to develop and strengthen our
wealth management offering so that it is in line with our client’s evolving
needs.  This means continuing to leverage
the strengths of BMO Financial Group, as well as our cross-Pacific
capabilities, to deliver our clients a seamless and integrated experience to
help them reach their objectives.”

 

For
more information or to speak with a trusted advisor, please visit https://www.bmo.com/privatebank/asia

About BMO Financial Group

Serving
customers for 200 years and counting, BMO is a highly diversified financial
services provider – the 8th largest bank, by assets, in North America. With
total assets of $807 billion as of January 31, 2019, and a team of diverse and
highly engaged employees, BMO provides a broad range of personal and commercial
banking, wealth management and investment banking products and services to more
than 12 million customers and conducts business through three operating groups:
Personal and Commercial Banking, BMO Wealth Management and BMO Capital Markets.