This year’s ICI Tax and Accounting Conference brought us to San Diego, California for a look at how regulation and technology are changing the US asset management industry.

BBH Chief Investment Strategist Scott Clemons comments on the recent market sell-off, pointing to internal market dynamics as the cause. During market disruptions such as this, he stresses the importance of differentiating between price and value.

In the latest FX Quarterly, our strategists provide their views on major events across developed and emerging markets in Q4 2018.

Investor confidence remains on shaky ground as we close out the year.

A timeline detailing U.S./China trade tensions.

Profiles of Argentina, Brazil, Russia, South Africa, Turkey, India and Indonesia.

Forecasts for major and emerging market currencies through Q3 2019.

While many of the European private equity market’s most talked about trends are not going away anytime soon, a new set of trends stood out at a recent conference.

In this issue of Women & Wealth Magazine, we explore the power of sports to create unity, drive gender equality and improve children’s health.

In the feature article of this issue of Women & Wealth Magazine, we sit down with Lisa Borders, the former president of the WNBA, to discuss her efforts to raise awareness of the athleticism, action and excitement on display at a WNBA game.

Mara Gubuan, founder of Equality League, and Minky Worden, director of global initiatives at Human Rights Watch, speak with us about the organization’s focus on advancing women’s rights by eliminating institutional and cultural barriers to sports.

Our “By the Numbers” infographic looks at the role of sports in supporting the physical and emotional well-being of girls and highlights the impact team sports can have on helping young women grow into powerful leaders.

As screen time becomes the norm, “play” is shifting from outdoor games and sports to sedentary simulations. Kathleen Tullie, the founder and executive director of BOKS and senior director of social responsibility of Reebok International, speaks ...

Dynama Insurance Founder Erin Ardleigh and BBH Relationship Manager Laura Salibello highlight key tips when buying insurance and what types of insurance to consider in your 20s and 30s.

We sit down with Ella Wall Prichard to discuss her new book, “Reclaiming Joy: A Primer for Widows.”

In “Five Questions,” BBH Relationship Manager Allie Flood discusses how her involvement in golf has shaped her leadership abilities, lessons learned from playing the sport and the role of team in the game.

We sit down with Nicole Sahin, CEO and founder of Globalization Partners, along with two of the firm’s executives, Debbie Millin and Nancy Cremins, to discuss the challenges associated with being a woman-owned firm and what advice they would give ...

Portfolio Manager, James Evans, provides an analysis of the investment environment and most recent quarter-end results of the U.S. TIPS strategy.

Head of Taxable Fixed Income, Andrew Hofer, provides an analysis of the investment environment and most recent quarter-end results of the Core Fixed Income strategy.

Head of Taxable Fixed Income, Andrew Hofer, provides an analysis of the investment environment and most recent quarter-end results of the Core Fixed Income strategy.

Head of Taxable Fixed Income, Andrew Hofer, provides an analysis of the investment environment and most recent quarter-end results of the Core Fixed Income strategy.

Head of Taxable Fixed Income, Andrew Hofer, provides an analysis of the investment environment and most recent quarter-end results of the Core Fixed Income strategy.

For asset managers both in the UK and global managers who see the potential opportunity, now is their chance to make a change. Those managers should see Brexit as a unique opportunity to shape their ideal financial product which will compete on a ...

More than a year in the making, the CBI issued revised ETF policy decisions in the form of the “CBI Feedback Statement.”

Ten years on from the financial crisis, securities lending is more relevant than ever.

For asset managers looking to setup a private debt fund, the domicile of the fund, operational complexities of originating loans, data reporting, and transparency procedures should all be evaluated as part of their entry strategy into the market.

In the third quarter 2018 issue of Owner to Owner, we speak Nicole Sahin, Debbie Millin and Nancy Cremins of Globalization Partners, discuss considerations when deciding whether to sell the family business, look at retirement savings options for ...

Tom Martin, Michael Mazur 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.

In the feature article of this issue of Owner to Owner, we sit down with Nicole Sahin, CEO and founder of Globalization Partners, along with two of the firm’s executives, Debbie Millin and Nancy Cremins, to discuss turning a vision into a reality ...

John Secor, Ajit George, 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.

Relationship Manager Reed Smith and Retirement and Trust Associate Matthew Senger break down the differences in setup, administration and contribution limits among three retirement strategies for small-business owners and the self-employed: the ...

Think of APIs as an interconnected highway system. City streets can take you to certain locations, but a highway will get you to anywhere you want to go – and usually faster, too.

As global regulatory obligations compound shorter compliance periods with more complex data requirements, the speed, volume, and bespoke nature of regulatory reporting must continue to evolve. In order to thrive, asset managers need to harness the ...

Although the outlook for growth is favorable, operating in Europe offers distribution challenges from a regulatory and operational perspective. Here’s how asset servicers can help.

As demand for ESG products continues to gain momentum, with an increasing likelihood of evolving into a requirement for most investors, asset managers will need to make key decisions around their ESG strategy.

The middle office is transforming from a pass through of data into a mechanism that provides clients with actionable information, knowledge, and insights.

At a time when the financial services industry is faced with process inefficiencies, margin pressure, and growing client demand, having a technology strategy is imperative for both asset managers and their asset servicers.

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 the feature article of this issue of InvestorView, Adrienne Penta, the executive director of the BBH Center for Women & Wealth, and Alison Hutchinson, a senior wealth planner, focus on the topic of families, wealth and communication, discussing ...

Chief Investment Strategist Scott Clemons and Chief Investment Officer Suzanne Brenner review the markets and provide an update on our current portfolio positioning and priorities, as well as answer key questions on our clients’ minds.

Senior Investment Analyst Riley Scripps Ford takes a deep dive into what we mean when we talk about “quality” investing.

Senior Wealth Planner Kerri Mast discusses how families can use philanthropy to create a platform for teaching the next generation about family values.

Senior Wealth Planner Michelle Hong discusses upstream gifting, an increasingly popular estate planning technique following the recent tax legislation that involves making gifts up the family tree, rather than downstream.

Alternative funds have been a fast-growing segment of the asset management industry – in large part due to a search for attractive returns. While alternative funds may offer diversification benefits, they often come with practical complexities ...

In this issue of Women & Wealth Magazine, we focus on how to make ourselves, our families and our businesses more secure.

In our feature article, we sit down with Judy Smith, the founder of Smith & Company and the inspiration for the ABC television show “Scandal,” to discuss her perspectives on the importance of honest advice in the face of crisis, the role ...

Our “By the Numbers” infographic explores the state of cybercrimes and offers a guide to securing your digital life.

BBH Wealth Planner Karin Prangley and Relationship Manager Edward Oh provide advice on how to create a family social media policy and share guidelines to improve your digital safety.

We highlight the risks and challenges involved with the decision to leave the workforce and the steps you can ‎take to make the decision a positive one for the entire family.

BBH Relationship Manager Laura Salibello provides steps to take to prepare your child for the responsibility of getting a credit card.