In this edition of InvestorView, we discuss the implications of negative interest rates, provide an update on market conditions and our portfolio, share the steps we take when rebalancing clients’ portfolios and explore real estate titling options.

Chief Investment Officer Suzanne Brenner and Senior Investment Analyst Thomas Martin cover steps we take when rebalancing our clients’ portfolios.

In this edition of InvestorView, we discuss the state of U.S. global trade, provide an update on market conditions and our portfolio, share insights from a recent investment research trip to China and cover the important decision of naming an ...

Anne Mette de Place Filippini, senior vice president, deputy chief investment officer and portfolio manager at Burgundy Asset Management, discusses findings from a recent six-month research trip to China, which was designed to achieve a richer ...

In this edition of InvestorView, we examine investing outside the U.S., provide an update on market conditions and our portfolio, discuss our process for building client portfolios and look at Roth IRAs as a retirement savings option for working ...

Chief Investment Officer Suzanne Brenner and Senior Investment Analyst Tom Martin explore how the various aspects of our asset allocation, portfolio construction, risk management and manager selection processes work together to create value for ...

Chief Investment Strategist Scott Clemons provides a preview of the feature article in our second quarter issue of InvestorView, which examines the rationale for investing outside the U.S.

In this article, we discuss family offices, what it takes to create one, who should consider creating one and who is better suited to work with an established private wealth manager focused on ultra‐high‐net‐worth clients.

In this edition of InvestorView, we discuss what we are watching in the markets and economy as we enter 2019, provide an update on market conditions and our portfolio, look at investing for endowments and foundations and examine creditor ...

We discuss factors that come into play when investing for endowments and foundations.

In this edition of InvestorView, we look at our tradition of innovation to best serve clients, provide an update on current market conditions and our portfolio, discuss emerging markets investing and look at death-bed tax planning.

In the feature article of this issue of InvestorView, Chief Investment Strategist Scott Clemons looks at how we have helped our Private Banking clients navigate through the uncertainties presented by market cycles and economic changes over time.

Chief Investment Strategist Scott Clemons provides a preview of the feature article in our fourth quarter issue of InvestorView, which looks at the way in which we have helped our Private Banking clients navigate through the uncertainties ...

In this edition of InvestorView, we look at the intersection of families, wealth and communication, provide an update on current market conditions and our portfolio, break down quality investing and discuss using philanthropy to pass down family ...

In this edition of InvestorView, we discuss cryptocurrencies, provide an update on current market conditions and our portfolio, examine time- and capital-weighted returns and cover estate planning for a loved one who may have an unclear future.

Chief Investment Strategist Scott Clemons details BBH’s principles of investing and how to apply them in practice.

In this edition of InvestorView, we discuss the implications of the new tax code, provide an update on current market conditions and our portfolio, speak with our new chief investment officer and cover how tax reform will change estate planning.

Despite equity markets hitting all-time highs and volatility at an all-time low, Chief Investment Strategist Scott Clemons spoke with World Finance about why now is a critical time to assess investment risk.

In this edition of InvestorView, we examine investment risk, provide an update on current market conditions and our portfolio, look at the value vs. growth investing framework and explore tax-efficient estate planning options.

In the feature article of this issue of InvestorView, Chief Investment Strategist Scott Clemons discusses investment risk: how to define it, measure it and manage it.

Chief Investment Strategist Scott Clemons provides a preview of the feature article in our fourth quarter issue of InvestorView, which focuses on investment risk. He touches on how we define, measure and manage the risks investors face.

Selecting a private wealth manager 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 ...

In this quarter’s feature article, Investment Strategy Analyst Tom Martin discusses the importance of tax-efficient investing and covers five ways in which BBH seeks to improve after-tax returns for clients.

In this edition of InvestorView, we look at BBH’s sell criteria and how we evaluate manager performance, provide an update on current market conditions and our portfolio, sit down with Chad Clark and Brian Vollmer of Select Equity Group and ...

In this edition of InvestorView, we examine the economy and markets in the time of a Trump presidency, provide an update on current market conditions and our portfolio, discuss insights from Investor Day and review the tax policy proposals of ...

In the winter 2017 edition of Women & Wealth Magazine, we feature a philanthropy roundtable, look at women and investment management, learn how the Desai Foundation empowers women, cover estate planning for unmarried or childless individuals ...

We sit down with Anne-Mette de Place Filippini of Burgundy Asset Management to discuss her journey to becoming a portfolio manager, how to get more women and girls interested and involved in the male-dominated investment management industry and ...

In the feature article of this issue of InvestorView, Chief Investment Strategist Scott Clemons and Investment Strategy Analyst Tom Martin discuss BBH’s differentiated approach to building investment portfolios. They look at the two requirements ...

In this issue of Women & Wealth Magazine, we answer the question “who stole my time?” with Brigid Schulte, cover the complicated subject of lending money to family members, look at our futures with an eye on human capital and wash it all down with ...

Requests for financial support from family members are more complicated than most favors, so the thought process around it should be as well. Women & Wealth Magazine takes a close look at how to avoid tax and estate planning consequences when ...

In this issue’s “By the Numbers,” we explore the challenges of wealth transfer – a difficult process that can sometimes be more challenging than acquiring wealth in the first place.

The formula is simple: As we grow and mature, we turn our human capital into financial capital. BBH Chief Investment Strategist Scott Clemons pulls apart how we can turn that formula into a way to plan for the future – and the unexpected.

In this Q&A, we sit down with Senior Vice President Lewis Hart to discuss BBH’s views on allocating both liquid and illiquid wealth as a business owner.

This issue of Women & Wealth Magazine is filled with stories and insights from women who have ignited national discussions on topic of care, faced the challenges of parting with a loved one and started businesses dedicated to providing care to ...

When planning for retirement, we’re often advised to reduce portfolio risk by shifting exposure from volatile equity investments to more stable bond investments. Caroline Thomas of BBH’s Investment Research Group questions the validity of this ...

For families of dementia patients, their loved one’s disease is a marathon, rather than a sprint. BBH Wealth Planner Anne Warren shares her personal story of coping with her mother’s dementia diagnosis and calls attention to the costs of long-term ...

While detailing her journey as a widow, Ella Wall Prichard discusses the struggles she faced while taking control of her husband’s business, the impact of his passing on her family and the wisdom she discovered along the way.

In this issue’s feature article, Scott Clemons discusses why passive investing has succeeded, examines where the shortcomings are and opines on what active investors can learn from passive investors’ success.

BBH Wealth Planners Alison Hutchinson and Karin Prangley detail three tax-saving strategies that owners may want to consider prior to the sale of their business.

BBH Chief Investment Strategist Scott Clemons details the causes of failed wealth transfers and strategies that families can employ to increase their likelihood of success. His piece explains why we should talk to our children about wealth and ...

In our third quarter feature article, Chief Investment Strategist Scott Clemons discusses multiple topics related to transferring wealth to the next generation, including education, planning and preparation, philanthropy and family dynamics.

In this quarter’s feature article, Chief Investment Strategist Scott Clemons discusses how successful wealth management is an exercise in the balance and integration of asset allocation, manager selection and wealth planning.

In this quarter’s feature, Partner Rick Witmer provides an in-depth overview of our approach to selecting third-party investment partners on behalf of our clients.

In this Capital Allocation commentary, the BBH investment team discusses the criticality of investment implementation in seeking to achieve clients' financial goals.

Partner Rick Witmer examines alternative approaches to asset allocation, while debunking a common misconception in the investment world.