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  • Full cover of the Spring 2024 issue of Women and Wealth Magazine
    April 17, 2024
    • Private Banking
    In this issue of Women and Wealth, we release our annual list of Women to Watch, investigate the gap in women’s health care, and discuss the power of storytelling. We also learn how to navigate the tensions of the coming election season and explore the meaning of financial feminism.
  • Dr. Joy Buolamwini, Jodie Kaufman Davis, Missy Godfrey, Alisha Goldstein, Tina Kramer, Shawnee Knight, Amanda Rice, Karla Trotman, Catherine Ulozas, Kristi Vo and Allison Whalen
    April 17, 2024
    • Private Banking
    We highlight inspiring and groundbreaking women pushing barriers and capitalizing on new opportunities in 2024.
  • ""
    April 17, 2024
    • Private Banking
    Despite living longer than men, women spend 25% more time in poor health. McKinsey partners Lucy Perez and Megan Greenfield explore what is driving this gap in health outcomes and what we can do to close it.
  • ""
    April 17, 2024
    • Private Banking
    A recent report by the McKinsey Health Institute found that investments addressing the women’s health gap could add years to life and boost the global economy. In this infographic, we dive into the statistics of the report and what they mean for women’s health.
  • ""
    April 17, 2024
    • Private Banking
    We look at the art and science of storytelling as an important tool for navigating wealth planning and family legacies.
  • ""
    April 17, 2024
    • Private Banking
    Emotions are high this election season. How can we improve communication and foster family relationships during a divisive election year?
  • Jacki Zehner
    April 17, 2024
    • Private Banking
    Executive Director of the Center for Women & Wealth Adrienne Penta sits down with Jacki Zehner, founder of SheMoney, to talk about the lessons she has learned from Gloria Steinem and how they have inspired her life and work. May they inspire you as well!
  • ""
    April 12, 2024
    • Investor Services
    We break down the latest updates on the T+1 Settlement transition and provide insights from our conversations with clients, industry groups, consultants, and peers.
  • ""
    April 04, 2024
    • Investor Services
    Optimizing your affirmation model in a T+1 Settlement Cycle.
  • ""
    April 02, 2024
    • Private Banking
    Setting up a proper buy-sell agreement is key to mitigating conflict when a stakeholder wants to leave the family business.
  • ""
    March 31, 2024
    • Investment Management
    Portfolio Manager, Gregory Steier, provides an analysis of the investment environment and most recent quarter-end results of the Municipal Fixed Income strategy.
  • Hudson Yards wavy, modern structure taken from down below with a blue sky seen from the top and skyscrapers looming above
    March 31, 2024
    • Investment Management
    Portfolio Manager, Scott Hill provides the most recent quarter-end results of the US Large Cap Equity Strategy.
    • Private Banking
    In this edition of The Fresh Take, we look to provide some helpful information to guide you in affording, protecting, and investing in your first or even tenth piece of real estate.
  • Young man and woman holding boxes and moving in new house.
    • Private Banking
    Buying your first home can be an exciting, but overwhelming, journey. Senior Relationship Associate Sean Kennedy and Associate Maddy Pellow cover the essentials of what to know before you buy.
  • ""
    • Private Banking
    In this Next Gen Spotlight, Relationship Manager Myles Christian sits down with J.B. Andreassi, co-principal of Andreassi Development, rising real estate star, and reality TV personality, to discuss his journey from real estate to TV, working for the family business, and how he balances it all.
  • Colorful beach houses on a sandy beach under a blue sky on the North Carolina coast
    March 22, 2024
    • Private Banking
    Relationship Manager Michael O'Connor reviews the advantages and risks of purchasing and owning an investment property.
  • March 22, 2024
    • Private Banking
    Senior Wealth Planner Stacia Kroetz and Senior Relationship Associate Max Kesner address a common question we see clients wrestle with: Should I buy a house with my trust or other assets?
  • ""
    March 21, 2024
    • Investor Services
    Protect your operating model and distribution relationships by understanding the downstream impact of changing your investor settlement periods, Killian Lonergan warns asset managers.
  • ""
    March 20, 2024
    • Investor Services
    A positive policy pivot from the European Commission has the market excited once again about ELTIF 2.0.
  • ""
    March 08, 2024
    • Investor Services
    Tim Bosco shares a roadmap to quicker gains in data strategy development.
  • Owner to Owner Spring Issue 2024
    March 07, 2024
    • Private Banking
    In this issue of Owner to Owner, we look at the business environment so far in 2024, explore how to cultivate innovation and motivation in family and privately-owned businesses, discuss the benefits of creating a family constitution, and give an update on the Corporate Transparency Act.
  • March 07, 2024
    • Private Banking
    Michael Conti, Jeff Miller, Neriah Ray-Saunders, Jack Goryl and Christine Hourihan provide an overview of the business environment on three fronts: the overall economy, the credit markets, and the private equity and mergers and acquisitions markets.
  • March 07, 2024
    • Private Banking
    Keeping innovation and entrepreneurship front of mind is key to both maintaining and growing the family business as it moves into the future and, eventually, into a new generation’s hands. Executive Director of the BBH Center for Family Business Ben Persofsky discusses how business owners can shift their mindset toward innovation in order to sustain entrepreneurship for generations.
  • A young happy family walking together. Watercolour vector illustration.
    March 07, 2024
    • Private Banking
    Senior Wealth Planners Karin Prangley and Anne Warren cover an important topic for private business owners: creating a family constitution to enable seamless business and wealth transitions.
  • March 07, 2024
    • Private Banking
    Senior Wealth Planner Ross Bruch looks at the science behind how business owners can pass down motivation and determination to younger generations.
  • businessman looking through magnifying glass to see dollar money sign.
    March 07, 2024
    • Private Banking
    President of the BBH Delaware Trust Company Beth King covers the essentials of the 2024 Corporate Transparency Act: what it is, who it affects, and how to take action.
  • Hudson Yards wavy, modern structure taken from down below with a blue sky seen from the top and skyscrapers looming above
    February 29, 2024
    • Investment Management
    Portfolio Manager, Scott Hill provides the most recent month-end results of the US Large Cap Equity Strategy.
  • ""
    February 22, 2024
    • Investor Services
    In our first FX outlook of 2024, BBH strategists are sharing the major themes continuing to impact the market, the road ahead for China’s recovery, and global impact of 2024’s "Year of the Vote."
  • ""
    February 21, 2024
    • Investor Services
    BBH presents its 2024 Fund Distribution Outlook, which discusses how asset managers around the world are adapting their distribution efforts to a challenging fund-raising environment, regulatory changes, and technological advancements.
  • Cartoon man holding arrow falling down
    February 20, 2024
    • Investment Management
    Cash provides important flexibility in managing a portfolio and helps promote an opportunistic style. As a result of the yield curve inversion and expensive ratios on generic triple-A municipal bonds, we now hold all our municipal bond portfolio reserves in cash.
  • February 16, 2024
    • Investor Services
    Adrian Whelan assesses global regulators’ rapid responses to tech disruption, geopolitics and volatility, where industry differs in opinions on the changes, and the importance of seeing both sides to promote growth and safety in capital markets.
  • February 16, 2024
    • Investor Services
    Adrian Whelan, Global Head of Market Intelligence, recently sat down with Amy Matsuo, Principal and Leader, Regulatory Insights at KPMG, to discuss the main SEC regulatory drivers for the U.S. market in 2024.
  • ""
    February 09, 2024
    • Investor Services
    We’ve partnered with K&L Gates to revisit the current state of mutual funds to ETF conversions and identify the next step for the industry.
  • Private Lessons: Investing Like an Owner
    February 06, 2024
    • Private Banking
    In this issue of InvestorView, we discuss how to invest with an owner mindset, the positive outlook for bonds in 2024, and explore the benefits of freezing a GRAT in the current market environment. We also review the state of the markets and economy as we head into the new year.
  • ""
    February 06, 2024
    • Private Banking
    In the feature article of this issue of InvestorView, BBH Partner and Chief Investment Strategist Scott Clemons considers three main lessons at the intersection of business ownership and portfolio management.
  • ""
    February 06, 2024
    • Private Banking
    Justin Reed, BBH Partner and Chief Investment Officer, and Greg Steier, Head of Tax-Exempt Fixed Income, examine recent shifts in the fixed income environment, and why they might mean a more positive outlook for bonds in the new year.
  • ""
    • Private Banking
    Senior Wealth Planners Alison Hutchinson and Stacia Kroetz share why it may be beneficial to “freeze” a GRAT in today’s market environment.
  • ""
    February 06, 2024
    • Private Banking
    BBH Partners and Chief Investment Officer Justin Reed and Chief Investment Strategist Scott Clemons recently discussed the current economic environment and outlook for the future. Here, we review key takeaways from the conversation.
  • ""
    February 02, 2024
    • Investor Services
    Demand is expected to remain concentrated in key sectors and specific names until interest rate policy changes, writes Rob Lees.
  • Blurry People Walking in Central Park
    January 01, 2024
    • Investment Management
    BBH Investment Management’s mission is to preserve and grow our clients’ capital over long periods of time. For over 80 years, BBH Investment Management (IM) has performed proprietary investment research focusing on long-term capital preservation and the prudent management of risk. At the core of our investment process has always been an understanding that the path to generating attractive long-term investment returns is first and foremost to reduce the likelihood of permanent capital loss.
  • Blurry People Walking in Central Park
    January 01, 2024
    • Investment Management
    At BBH we recognize that climate change-related risks present significant challenges to society, the global economy, and financial markets.
  • ""
    December 31, 2023
    • Investment Management
    Portfolio Manager discusses how the U.S. Large Cap Equity portfolio companies performed over the most recent quarter-end.
  • Wall Street at Sunset
    • Investment Management
    Portfolio Managers, Andrew Hofer, Neil Hohmann, and Paul Kunz, provide an analysis of the investment environment and most recent quarter-end results of the BBH Limited Duration Fixed Income strategy.
  • ""
    December 31, 2023
    • Investment Management
    Portfolio Managers, Andrew Hofer, Neil Hohmann, and Paul Kunz, provide an analysis of the investment environment and most recent quarter-end results of the BBH Core Plus Fixed Income strategy.
  • Image of skyscrapers and modern wavy figure taken from down below with a clear blue sky and shining sun
    • Investment Management
    Portfolio Managers, Neil Hohmann, Chris Ling and Andrew Hofer provide an analysis of the investment environment and most recent quarter-end results of the Structured Fixed Income strategy.
  • ""
    • Investment Management
    Portfolio Managers, Andrew Hofer, Neil Hohmann, and Paul Kunz, provide an analysis of the investment environment and most recent quarter-end results of the BBH Multisector Fixed Income strategy.
  • ""
    December 31, 2023
    • Investment Management
    Portfolio Managers, James Evans & Jorge Aseff, provide an analysis of the investment environment and most recent quarter-end results of the Inflation-Indexed Fixed Income strategy.
  • ""
    December 31, 2023
    • Investment Management
    Co-Portfolio Managers, Andrew Hofer, Neil Hohmann, and Paul Kunz provide an analysis of the investment environment and most recent quarter-end results of the Taxable Fixed Income Strategy.
  • Facade of the Manhattan Municipal Building in Manhattan, New York City
    December 31, 2023
    • Investment Management
    Co-Portfolio Managers, Andrew Hofer, Neil Hohmann and Paul Kunz, provide the most recent quarter-end results of the Limited Duration Fixed Income Strategy.
  • ""
    December 31, 2023
    • Investment Management
    Co-Portfolio Managers, Andrew Hofer, Neil Hohmann and Paul Kunz, provide the most recent quarter-end results of the Core Plus Fixed Income Strategy.
  • Image of skyscrapers and modern wavy figure taken from down below with a clear blue sky and shining sun
    • Investment Management
    Portfolio Managers, Neil Hohmann, Chris Ling and Andrew Hofer provide the most recent quarter-end results of the Structured Fixed Income strategy.
  • ""
    December 31, 2023
    • Investment Management
    Co-Portfolio Managers, Andrew Hofer, Neil Hohmann and Paul Kunz provide the most recent quarter-end results of the Multisector Fixed Income Strategy.
  • ""
    December 31, 2023
    • Investment Management
    Portfolio Manager, Gregory Steier, provides an analysis of the investment environment and most recent quarter-end results of the Municipal Fixed Income strategy.
  • ""
    December 31, 2023
    • Investment Management
    Co-Portfolio Managers, James Evans, CFA, and Jorge Aseff, Ph D, provide the most recent quarter-end results of the Inflation-Indexed Fixed Income Strategy.
  • Abstract digital circles
    December 22, 2023
    • Investor Services
    As the T+1 deadline approaches, BBH’s Ricky Ellis analyzes the important FX workflow decisions managers have made, the solutions that are taking shape, and the challenges that lie ahead.
  • ""
    • Investor Services
    With increased competition and growth of ETF products, BBH's Tom Poppey, Antonette Kleiser, and Tim Huver discuss why managers are increasingly turning to securities lending as a core piece of their investment programs.
  • ""
    December 19, 2023
    • Investor Services
    As industry prepares for U.S. T+1, BBH’s Ted Suda, Yoshifumi Nakajima, and Chris Pigott share the major impacts and considerations facing firms in Asia.
  • ""
    December 13, 2023
    • Investor Services
    The final U.K. sustainability disclosure rules display flexibility and pragmatism for ESG rulemaking as well as a potential shift to greater convergence between the U.K. and E.U.
  • The Fresh Take: Personal Finance Edition
    • Private Banking
    In our Q4 2023 edition of The Fresh Take, a BBH Next Gen newsletter, we highlight what you need to know about your personal finances.
  • Dollar coins falling to glass jar with books and stationary around 3d vector illustration line art
    December 13, 2023
    • Private Banking
    The formula is simple: As we grow and mature, we turn our human capital into financial capital. BBH Chief Investment Strategist Scott Clemons and Relationship Manager Laura Salibello pull apart how we can turn that formula into a way to plan for the future – and the unexpected – using a personal balance sheet.
  • Gaurav Sharma
    December 13, 2023
    • Private Banking
    In this Next Gen Spotlight, Relationship Manager Mack Dowling sits down with Gaurav Sharma, founder and CEO of Capitalize, to discuss career lessons and the importance of remaining focused on your mission.
  • ""
    December 13, 2023
    • Private Banking
    Relationship Associate Elise Johnston provides strategies for making the most of your income and getting on the path toward achieving long-term financial growth, stability, and success.
  • ""
    December 13, 2023
    • Private Banking
    Relationship Manager Laura Salibello and Associate Maddy Pellow outline key considerations for getting your first credit card.
  • SEC Headquarters building in Washington DC
    December 12, 2023
    • Investor Services
    The SEC’s final rules for private fund advisors bring a new level of investor transparency and are highly likely to shake up current practices.
  • The hardest part of estate planning: Sharing the plan
    November 28, 2023
    • Private Banking
    In this issue of Women & Wealth Magazine, we provide strategies for overcoming one of the key issues business owners voiced in our inaugural Private Business Owner Survey: how to communicate their estate plans with their family. In addition, we dive deeper into the statistics behind business owners’ approach to risk-taking. Even for the most experienced business leaders, change management can be complex. Learn new strategies to make lasting impacts in your organization. Finally, learn why being confident – despite discomfort – is so important.
  • ""
    November 28, 2023
    • Private Banking
    Our 2023 Private Business Owner Survey revealed that nearly all business owners have an estate plan, but almost none of them have discussed it with their families. In this issue’s feature article, Adrienne Penta, the executive director of the BBH Center for Women & Wealth, explores five common communication obstacles and how to navigate them.
  • ""
    November 28, 2023
    • Private Banking
    In this issue’s “By the Numbers” infographic, we take a closer look at the statistics from our 2023 Private Business Owner Survey, particularly around estate and succession planning communication hurdles and how different genders view risk-taking in business.
  • ""
    November 28, 2023
    • Private Banking
    BBH Senior Wealth Planner Ross Bruch explores some of the psychological barriers to effective communication and provides five strategies for overcoming them to successfully plan for the future.
  • ""
    November 28, 2023
    • Private Banking
    We sit down with BBH Senior Advisor Dr. Lynn Kelley to learn more about the key lessons from her new book, “Change Questions: A Playbook for Effective and Lasting Organizational Change,” and the importance of experimentation and failure in change management.
  • Lydia Fenet
    November 28, 2023
    • Private Banking
    In “Five Questions,” we speak with Lydia Fenet, founder of the Lydia Fenet Agency and author of “Claim Your Confidence,” about how to unlock your confidence and the importance of being comfortable with discomfort.
  • ""
    November 16, 2023
    • Investor Services
    Active ETFs show little sign of slowing down, as 82% of investors intend to increase or maintain their exposure to active ETFs. Chris Pigott, Eamonn O'Callaghan, and John Hooson highlight where the opportunities and benefits are for asset managers considering active ETF launches.
  • City of London office buildings at dawn
    November 06, 2023
    • Investor Services
    In the immediate aftermath of Brexit, the continued access of UCITS funds to U.K. retail investors became a primary concern. While temporary measures were employed, the FCA said it would soon consult industry on a permanent solution.
  • World map with all states and their flags
    November 03, 2023
    • Investor Services
    As the global tax landscape continues to evolve, let’s take a closer look at the major changes and developments impacting our industry.
  • Blurry People Walking in Central Park
    November 01, 2023
    • Investment Management
    The purpose of responsible investment at BBH IM is, primarily, to further our mission to preserve and grow our clients’ capital across economic and market cycles. We believe Investment Stewardship can serve as an effective mechanism in our investment process to manage material risks and inform our conviction on the durability of assets for the long-term.
  • ""
    October 30, 2023
    • Investor Services
    In our latest FX quarterly, strategists share the key considerations for global markets following recent volatility, BRICS expansion and the road ahead as markets looks to restabilize.
  • Owner to Owner Fall Issue 2023
    October 25, 2023
    • Private Banking
    In this issue of Owner to Owner, we explore strategies for successful communication in a private business, examine factors that come into consideration when debating whether now is time to sell the family business, and review key findings from our inaugural Private Business Owner Survey.
  • Virtual upward arrows hologram on modern architecture background.
    October 25, 2023
    • Private Banking
    Michael Conti, Grant Smith, and Christine Hourihan provide an overview of the business environment on three fronts: the overall economy, the credit markets, and the private equity and mergers and acquisitions markets.
  • Business consulting website page or banner design template with two talking businessman with discussion message bubbles in minimalistic vintage style. Concept of teamwork. Vector illustration
    October 25, 2023
    • Private Banking
    Executive Director of the BBH Center for Family Business Ben Persofsky discusses four strategies for improving communication in a private or family-owned business.
  • Illustration of man changing direction, surreal abstract choice concept
    • Private Banking
    John Secor, Kyle Gordon, and Carson Christus from our Corporate Advisory team discuss family and business factors that come into consideration when debating whether now is the time to sell the family business.
  • ""
    October 23, 2023
    • Private Banking
    Co-Chief Investment Officer Suzanne Brenner explores how the various aspects of our asset allocation, portfolio construction, risk management, and manager selection processes work together to create value for clients.
  • Abstract stream information with circles array and binary code
    October 23, 2023
    • Investor Services
    With some in the industry downplaying the impacts of the upcoming settlement shift, it’s important to consider the facts behind the myths.
  • ""
    • Private Banking
    A leader’s openness to exploring a future for themselves represents a crucial turning point in beginning the transition journey. We lay out several steps owners can take to begin on the path of a successful business transition.
  • Slinky photographed with gels and continuous lighting
    October 13, 2023
    • Investor Services
    Before asking the EU to greenlight the revised ELTIF 2.0 rules by January 2024, ESMA considers industry feedback on what will make it a success. Here’s our take.
  • Top 10
    October 04, 2023
    • Private Banking
    Selecting a private wealth management firm requires one to answer a multitude of questions before making a final decision. In this commentary, Jacob Turner discusses the 10 most critical considerations high-net-worth individuals must make when hiring a private wealth manager.
  • ""
    • Private Banking
    We outline key year-end opportunities as they relate to gifting, income tax planning, retirement planning, and planning in a high interest rate environment, as well as provide a year-end checklist based on your goals.
  • ""
    September 26, 2023
    • Investor Services
    The ESG disclosure regime has had a significant impact on funds in Europe since implementation in March 2021. Now, policymakers are reassessing.
  • Artificial intelligence connected to a network of icons: problem solving, decision making and productivity concept
    September 19, 2023
    • Investor Services
    As emerging technology levels the competitive playing field, the right blend of AI and human intelligence will help firms achieve effective innovation.
  • ""
    September 14, 2023
    • Investor Services
    A deep dive into the downstream impacts of T+1 on the ETF ecosystem and how participants should be preparing to support primary market activity.
  • ""
    September 14, 2023
    • Private Banking
    Relationship Manager Elizabeth Madden reviews some of the benefits included in employee health insurance plans that go beyond your typical retirement and insurance elections.
  • DaQuan Jones
    September 14, 2023
    • Private Banking
    In our fall Next Gen Spotlight, BBH Relationship Manager Scott Hooper speaks with DaQuan Jones of the Buffalo Bills about physical and mental wellness and how he manages both as a defensive lineman in the NFL.
  • ""
    September 14, 2023
    • Private Banking
    Relationship Associate Brooke Royer and Associate Maddy Pellow explore five ways you can increase your productivity, prevent burnout, and promote wellness at work.
  • ""
    September 14, 2023
    • Private Banking
    Relationship Associate Scott Danforth takes a closer look at the skill sets student athletes bring with them to the workforce and how playing a college sport may translate to success in post-graduate careers.
  • ""
    September 14, 2023
    • Private Banking
    Senior Relationship Associates Sean Kennedy and Lucy Townend discuss the key differences between HSA and FSA plans so you can best plan for the future.
  • ""
    September 12, 2023
    • Private Banking
    Relationship Manager Laura Salibello and Analyst Maddy Pellow define the basic principles of investing and share how parents can incorporate them into preliminary conversations when teaching kids about investing.
  • ""
    • Private Banking
    BBH Partner Kathryn George, Head of the Center for Family Business Ben Persofsky, and Senior Wealth Planner Ali Hutchinson explore the various roles of a family business’s board of directors in succession planning.
  • ""
    August 29, 2023
    • Private Banking
    We review why a charitable mission is important and provide guidance on how to approach crafting a mission statement that enables you to take philanthropy beyond just “being charitable” or “giving back.”
  • ""
    August 28, 2023
    • Private Banking
    John Secor and Kyle Gordon discuss a key issue faced by family businesses: the difficulty of managing capital and liquidity demands. They zero in on a critical factor of finding the right balance – patient capital – and provide advice on how family businesses can achieve this important objective.
  • Glowing Network Connections.
    August 22, 2023
    • Investor Services
    BBH’s Amy Morris explains how the transfer agent’s AML/Sanctions program can help the fund and asset manager mitigate risks effectively while providing a best-in-class experience for their investors.
  • ""
    • Investment Management
    Summertime usually feels a bit quiet in NYC. It’s easier to get a seat on the train, the lines at the deli counter are shorter, and sometimes the pigeons outnumber the people. However, since the pandemic, this quiet summertime feeling has stuck year-round in some cities across the U.S., creating a range of potential implications for municipal credit, particularly for the debt of cities and their mass transit systems.
  • ""
    August 17, 2023
    • Investor Services
    Let’s look at the rapid growth of the ETF market and debunk the five most common misconceptions holding asset managers back.
  • Your business is not your story: a conversation with Murray Nossel, Co-founder of Narativ
    August 16, 2023
    • Private Banking
    In this issue of Owner to Owner, we speak with Murray Nossel, co-founder of Narativ, on the value of creating a legacy story, review the potential effects of the Inflation Reduction Act on private business owners, and outline how to establish a dividend policy for the family business.
  • ""
    • Private Banking
    Michael Conti, Jeff Miller, Neriah Ray-Saunders, and Christine Hourihan provide an overview of the business environment on three fronts: the overall economy, the credit markets, and the private equity and mergers and acquisitions markets.
  • Murray Nossel
    • Private Banking
    In this issue’s feature interview, we speak with Narativ Co-Founder Murray Nossel about his passion for storytelling, why it’s so important that people – especially business owners – record their stories, and how they can negotiate their legacies.
  • ""
    August 16, 2023
    • Private Banking
    Lewis Hart, our head of corporate banking, reviews the potential effects of the Inflation Reduction Act tax credits and more on private business owners.
  • ""
    • Private Banking
    John Secor, Kyle Gordon, and Carson Christus of our Corporate Advisory team outline five options for family business owners that are committed to formalizing a dividend policy.
  • Network of pins and threads in the shape of many interconnecting speech bubbles symbolizing social dialog
    August 02, 2023
    • Investor Services
    The EU Commission’s Retail Investment Strategy is a behemoth set of policy revisions to revise and revamp EU regulated investment funds. However, one specific proposal has attracted vast industry commentary.
  • European Union Flags in Strasbourg
    August 02, 2023
    • Investor Services
    With 35,000 funds and €12 trillion of assets in scope , any substantive changes to the UCITS framework are usually worthy of asset managers’ attention, writes Adrian Whelan
  • The Future of Women's Health: Discussing Innovation with Three Women Leaders in Healthcare. Featuring Dr. Connie Lehman of Clairity, Heather Monroe of Monroe Wellness, and Dr. Katherine Saunders of Intellihealth.
    August 02, 2023
    • Private Banking
    In this issue of Women & Wealth Magazine, we speak with a group of women driving change in the healthcare space, explore the complexity of teaching the value of digital currency to children, provide three strategies for maximizing time, and learn more about the current state of motherhood in the U.S.
  • ""
    August 02, 2023
    • Private Banking
    In the feature article of this issue of Women & Wealth Magazine, we sit down with three innovators in women’s health – Dr. Connie Lehman of Clairity; Heather Monroe, LCSW, of Monroe Wellness; and Dr. Katherine Saunders of Intellihealth – to discuss how they are working to change paradigms in their areas of expertise, why preventative medicine is so important, and how the industry is shifting toward more personalized methods of treatment.
  • ""
    August 02, 2023
    • Private Banking
    BBH Senior Wealth Planner Ross Bruch provides three time management strategies in order to maximize your time affluence.
  • Jill Koziol
    August 02, 2023
    • Private Banking
    In Five Questions, we sit down with Jill Koziol, co-founder and CEO of Motherly, to discuss why she started the platform, the results of Motherly’s latest annual State of Motherhood survey, and where she sees the company and herself in the next five years.
  • ""
    • Private Banking
    BBH Private Banking Co-Chief Investment Officers Suzanne Brenner and Justin Reed examine generative AI and our portfolios’ exposure to this rapidly developing technology.
  • ""
    July 25, 2023
    • Private Banking
    In the feature article of this issue of InvestorView, BBH Co-Chief Investment Officer Justin Reed and Head of Investment Research Ilene Spitzer cover the “10 Ps” that are core to our manager selection process.
  • ""
    • Private Banking
    BBH Partners and Co-Chief Investment Officers Suzanne Brenner and Justin Reed and Chief Investment Strategist Scott Clemons recently discussed the current economic environment, market volatility, and positioning for the future. Here, we review key takeaways from the conversation.