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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 edition of InvestorView, we look at the threat of inflation, provide an update on current market conditions and our portfolio, break down BBH’s approach to real estate investing and explore the decision to set up a private foundation vs. 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 discuss ...
As women’s share of U.S. wealth continues to rise, Adrienne Penta, the executive director of the BBH Center for Women & Wealth, spoke with World Finance about the need for wealth managers to change the way they listen to better serve their female ...
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 why ...
In this edition of InvestorView, we outline our approach to building investment portfolios, provide an update on current market conditions and discuss the recently proposed 2704 regulations.
G. Scott Clemons, CFA, Brian Nelson, Thomas Martin
November 2016
In the feature article of this issue of InvestorView, Chief Investment Strategist Scott Clemons, Brian Nelson, the head of our Investment Research Group, and Investment Strategy Analyst Tom Martin discuss BBH’s differentiated approach to building ...
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 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 a ...
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.
In this edition of InvestorView, we examine the Brexit vote and what’s to come for the U.K., provide an update on current market conditions and our portfolio, review The Essays of Warren Buffett: Lessons for Corporate America and discuss spousal ...
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 women ...
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 edition of InvestorView, we discuss what active investors can learn from passive investors’ success, provide an update on current market conditions and our portfolio, sit down with Clarkston Capital Partners’ CIO and examine the presidential ...
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.
Adrienne Penta, Executive Director of the Center for Women & Wealth discusses estate planning strategies for business owners, and provides an important tip for filing a tax extension.
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, most ...
In this edition of InvestorView, we discuss how BBH seeks to improve after-tax returns for clients, examine four tax-efficient ways to save for college and provide an update on current market conditions and our portfolio.
In our fourth quarter 2015 edition of InvestorView, Chief Investment Strategist Scott Clemons discusses the stock market declines seen in the third quarter and touches on the importance of discipline when it comes to investing during a period of ...
In our fourth quarter feature article, Chief Investment Strategist Scott Clemons discusses the evolving role of China on the world stage and how the combination of central planning, a crackdown on corruption, the exigencies of population growth and ...
In our third quarter edition of InvestorView, Chief Investment Strategist Scott Clemons discusses the pace of growth in the U.S. economy and the performance of various asset classes through the first half of 2015, as well as how BBH is investing ...
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.
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