Global Prime Brokerage
Experience, knowledge and understanding of client strategies are what define a leading prime broker. The BMO Global Prime Brokerage team has served start-ups and established funds since 1990. Providing solutions and delivering results are the fundamental drivers of our success and what fuels our core purpose.
Delivering Comprehensive and Bundled Services
Client Service & Operation
Dedicated single point of contact with significant industry experience
Clearing and settlement in 40+ countries
Reporting & Technology
Web-based interface for fully automated trade entry and reporting
Multi-currency, multi-asset class platform with full support of global instruments
Customizable and subscription based reporting, featuring ‘what-if’ scenario modeling
Financing & Margin
Rules-based margining
Bespoke financing solutions for both cash and synthetic Prime Brokerage clients
Securities Lending
24-hour global coverage with a diverse and stable supply of retail and institutional assets
180+ counterparty relationships worldwide with capabilities in 20+ markets
Specialist in global hard-to-borrow equities, including ADRs and ETFs
Capital Introduction
Capital Introduction is a valuable Prime Brokerage service designed to assist the capital raising process and to provide business development guidance to our clients. A few of our value-add services include:
An Alternative Investment Catalogue to 850+ pre-screened investors
Facilitation of targeted one-on-one investor meetings
Themed events, from breakfast panels to educational sessions for IAs and their accredited clients
Trading Expertise
Equities & Equity Research: specialized in listed and OTC equities, offering a full suite of global electronic products; fully integrated equity research platform in the US and Canada with economics, portfolio strategy, quantitative and technical research group
Debt & Debt Strategy: one of Canada’s largest originators and market makers in government, corporate and asset backed securities with a global sales and trading presence; the debt strategy team works closely with sales and trading and provides trading ideas on 125+ investment grade issuers
Derivatives Expertise: dedicated North American sales team providing research-based trade ideas, trade facilitation and execution for convertible bonds, options, futures and preferred shares; facilitation and commitment of capital to our clients
BMO Capital Markets offers a robust suite of algorithms through a sophisticated electronic trading platform accessible to institutional clients. The platform can accommodate multiple asset classes including futures, options and equities on all North American markets. A few of our capabilities include:
Holistic electronic trading solution which benefits both high- and low-touch needs
Bespoke routing and algorithmic customization
Real time performance and venue analysis
Integrated back-end straight-through-processing
