BMO Private Bank Asia Honoured For Excellence In Wealth Planning

March 05, 2019 - 06:21
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 WealthManagement, has won the award for "Wealth Planning Team" at theWealthBriefingAsia Greater China Awards 2019. This is the fourth time BMOPrivate Bank Asia has been honoured by the global news service and mediacompany.


BMOPrivate Bank Asia's previous awards from WealthBriefing Asia include"Institutional Trust or Fiduciary Company" (2018) and "Best Private Bank Asia,Talent Management" (2018, 2017).


"Winningthis prestigious award is a testament to the team's dedication to meeting theneeds of our clients through our best-in-class wealth planning and trustoffering," said Monique Chan, Chief Executive Officer, BMO Private Bank Asia."Our highly experienced team of specialists work with our clients to help themstructure and protect their assets, plan for intergenerational transfer ofwealth, as well as provide advice on family governance, continuity planning andphilanthropy."


Withoffices in Hong Kong and Singapore, BMO Private Bank Asia providescomprehensive wealth management solutions including investment advisoryservices, discretionary investment management, traditional banking services, aswell as wealth structuring and succession planning solutions through BMOTrustee Asia.

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


ASeamless Cross-Pacific Offering For Global Families

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


"BMO'scollective strength as a 200-year-old bank in Canada and its many yearsoperating in Asia offers a powerful proposition of a seamless blend of wealthmanagement knowledge and global reach for our clients and their families, manyof whom are globally-oriented, have complex financial needs, and havestrong connections to both regions," said Andrew Auerbach, Executive VicePresident & Head, BMO Private Wealth Canada and Asia. "Our Private WealthAsia team is committed to delivering a seamless experience for valued clients oneither side of the Pacific. The WealthBriefing Asia award is furtherrecognition of the great momentum within our business."


"BMOPrivate Bank Asia is focused on building relationships across multiplegenerations," added Ms. Chan. "We will continue to develop and strengthen ourwealth management offering so that it is in line with our client's evolvingneeds.  This means continuing to leveragethe strengths of BMO Financial Group, as well as our cross-Pacificcapabilities, to deliver our clients a seamless and integrated experience tohelp them reach their objectives."


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About BMO Financial Group

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