BMO partners with U.S. private equity giant Carlyle Group on investment fund

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Bank of Montreal’s asset management arm plans to launch a private equity investment fund targeting high net-worth clients around May

BMO’s asset management arm plans to launch the BMO Carlyle Private Equity Strategies Fund around May. Towers of the TD Centre and the Bank of Montreal, in Toronto, on Dec. 6, 2017.to launch a fund targeting high net-worth clients, as part of a push to open up markets for privately-owned assets to a broader array of individual investors.

From June to Dec. 31 last year, the BMO Partners Group fund attracted $131-million from about 1,000 individual investors. Most often, those were investors with $1-million to $10-million in assets, though it has also attracted ultra-high net-worth investors and some mutual fund clients from BMO’s asset manager.

The market for private assets has been exploding in size, with private capital under management in North America reaching US$7.7-trillion last year, including US$3.6-trillion in private equity, according to data from Preqin. Major private capital investors have been rushing to create investment products tailored to retail investors, seeking to tap into a vast source of wealth with the promise of higher returns compared with public stocks and bonds.

The secondaries market for selling private equity stakes is booming, in part because many of the world’s largest institutional investors are trying to pare back their exposure to private equity to stay within target allocations. Private equity has also been going through a rough patch, as high interest rates put a chill on deal making, which makes it harder for private equity investors to sell portfolio companies and return cash to fund investors.

 

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