Relationship Manager Laura Salibello defines the basic principles of investing and share how parents can incorporate them into preliminary conversations when teaching kids about investing.

As European asset managers develop ever more innovative fund products and securities markets brace themselves for new technological advances, are distributors keeping up with the pace of change?

We sat down with Cate Dawson, Head of Product for Financial Institutions, to discuss how the current market landscape is impacting the role of partnerships in today’s competitive banking industry.

Shifting geopolitics and heightened market uncertainty are driving new demand for more semi-liquid private market funds as well as exchange traded funds (ETFs), with asset managers eyeing potential opportunities in the retail investment space, say our fund distribution experts.

This issue of Owner to Owner explores how to navigate roadblocks when it comes to decision-making with a business partner and when using philanthropy as a tool to unite families across generations. We also look at ways to maximize a business’s value in a sale and how – and why – to articulate a compelling narrative for your business.

Head of the BBH Center for Family Business Benjamin Persofsky explores the changes that come with bringing on a business partner and best practices for navigating the decision-making landscape.

Every business has a story. What matters is how it’s told – and who tells it. Senior Wealth Planner Ross Bruch explores why stories matter and how owners can craft a narrative for their business that lasts and evolves.

Families often turn to philanthropy as a way to sustain legacy and values across generations. Head of Philanthropic Advisory Drew Rabe and Managing Director Mike McGrann discuss potential roadblocks along this journey and how business owning-families can best navigate them.

Asset managers seeking to market funds on a cross-border basis face a variety of opportunities and challenges. So how do you identify in-country investment prospects and navigate local rules, regulations, and investor requirements?