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.

History[edit]

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

Ownership[edit]

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.

References[edit]

Further reading[edit]

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

External links[edit]