Director, Institutional Business
James is a Director within the UK Institutional team with a particular focus on Corporate DB pension schemes. Prior to joining BMO Global Asset Management in May 2018, James worked at BlackRock for 10 years as both an Institutional Client Director and a Fixed Income Product Specialist, with a focus on global credit. James is a CFA Charterholder.
Managing Director, Head of UK Solutions Client Portfolio Management
Simon is Head of UK Solutions Client Portfolio Management, responsible for the investment outcome for a range of our LDI clients. Simon has significant experience working with large UK Pension and Insurance clients implementing a range of LDI, fixed income and derivative based solutions. Simon joined the group in 2011. Previously Simon worked at UBS Global Asset Management and Insight Investment where he covered a range of asset classes, focusing in particular on LDI and fixed income mandates. He started his career at Lazard Asset Management. Simon holds a BEng in Manufacturing Engineering from Loughborough University.
Director, Client Portfolio Manager, Fixed Income EMEA
Nicola is a Client Portfolio Manager for Fixed Income in EMEA with responsibility for corporate bond strategies, specifically as they relate to LDI clients. After joining BMO Global Asset Management in 2010, Nicola has spent the majority of her time within the Liability Driven Investment team. She has held a number of roles, including Business Manager, Product Specialist and Portfolio Manager and most recently spent 2 years in Toronto where she developed the Canadian LDI capability for BMO. Nicola has a BCom degree in Finance and a post-graduate BCom (Hons) degree in Investment Management, both from the University of Johannesburg.