F&C Asset Management

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F&C Asset Management Plc
A wholly owned subsidiary of Bank of Montreal (BMO)
Industry Investment management
Founded 1972
Headquarters London, England, UK
Key people

Kieran Poynter
(Non-Executive Chairman)

Richard Wilson
(Chief Executive)
Revenue £257.5 million (2013)[1]
£38.5 million (2013)[1]
£10.2 million (2013)[1]
Website www.fandc.com

F&C Asset Management Plc is an international asset management company and is part of BMO Global Asset Management.

F&C’s head office is at the heart of the City of London in Exchange House, Primrose Street, London.


F&C can trace its roots back to 1868, when Foreign & Colonial Investment Trust, the world’s first investment trust was launched. In 2014 F&C Investments became part of BMO Global Asset Management, and ultimately the BMO Financial Group, which has been helping millions of customers meet a spectrum of financial needs as the trust reaches its 150th Anniversary.

Through the years, F&C has grown as a business and evolved to become a global organisation. Partnering with BMO Global Asset Management has allowed F&C Investments to combine the key strengths of both businesses in order to give customers even greater investment options.

Operations & Regional Expertise[edit]

F&C Investments currently have over 25 offices in 14 countries around the world, and coverage is growing. This local presence helps ensure F&C Investments truly understand the specific needs clients, and work with clients to achieve specific investment goals.

F&C have four regional investment hubs, in London, Toronto, Chicago and Hong Kong, as well as a number of strategically placed investment boutique specialist teams. This global approach ensures a healthy balance combining superior local knowledge and shared best practice.

Products & Investment Trusts[edit]

With 10 investment trusts, F&C Investments offer a range of investment opportunities including access to equities, bonds, property and private equity. F&C trusts have different aims and strategies with the option of capital growth, income or a combination of both and with a specific regional focus or with a global remit

The portfolio of funds include;

  • European Assets Trust
  • F&C Capital and Income Trust
  • F&C Commercial Property Trust
  • F&C Global Smaller Companies
  • F&C Managed Portfolio Trust
  • F&C Private Equity Trust
  • F&C UK High Income Trust plc
  • F&C UK Real Estate Investments
  • Foreign & Colonial Investment Trust
  • TR Property Trust

F&C Investments also provide a range of savings plans designed to meet varying investment goals including;

  • Savings plans for children;
    • Junior ISA
    • Children’s Investment Plan
    • Child Trust Fund
  • Investment Trust ISA
  • Private Investor Plan


On 7 May 2014, F&C Investments was acquired by Bank of Montreal through its wholly owned subsidiary, BMO Global Asset Management (Europe) Limited. Prior to this it was listed on the London Stock Exchange.


Further reading[edit]

  • F&C – A History of Foreign & Colonial Investment Trust by Neil McKendrick and John Newlands, 1999.

External links[edit]