In recent years, multi-manager platforms have emerged as cost-effective solutions that deliver diversified returns across multiple asset classes. Here, we discuss the rise of multi-manager platforms, their operational challenges, and the functions ...

In the fourth quarter 2018 issue of Owner to Owner, we speak with former family business owner Tim Belk, examine family business governance, explore how buy-sell agreements may aid in succession planning and review the business environment.

Tom Martin, Patrick Scott 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 Tim Belk, former CEO of the Belk department store chain, to discuss what running a family business entails, the process of selling his family’s 127-year-old company and why ...

Travis Dunn and Nicholas Maglio provide an overview of family business governance, including its definition and purpose, benefits, resource commitment and steps to begin implementation.

Wealth Planner Ross Bruch examines the role buy-sell agreements can play in helping family businesses plan for intrafamily succession.

Hong Kong has taken notable steps this year to realize its ambition as an asset management hub for the Greater China region: introducing a new globally accepted corporate fund structure in July and signing its fourth mutual fund recognition ...

In this article, BBH explores Single Security, the joint initiative between Fannie Mae and Freddie Mac and its impacts.

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 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.

We sit down with Rajiv Jain – founder, chairman, chief investment officer and portfolio manager at GQG Partners – to discuss his investing background and approach, the role of emerging markets equities in an investment portfolio and where he sees ...

Brad Dillon, director of fiduciary tax and trusts, discusses tax planning for the terminally ill or elderly, covering the basic necessities and more advanced techniques around death-bed tax planning.

As the European market matures, managers must think outside the box to expand their horizons. BBH’s Andrew Ritchie spoke with Private Debt Investor to explain the risks and rewards of diversifying.

In this issue of the Commodity Markets Update, we look into the seemingly disparate worlds of North American trade, fine wine, renewable energy and U.S. trucking – all of which appear to have price inflation as a key theme in the current environment.

In the feature article of this issue of the Commodity Markets Update, we sit down with Patrick Stella, founder of WineCredit, to discuss the extent to which wine is investable, shifting sources of demand and value in the market, issues surrounding ...

Max Schlubach looks at the U.S. trucking industry, which is facing rising demand amid zero excess capacity.

Anna Pearson looks at rising investment in renewable energy across Latin America as power demand increases.

Jay Foraker provides a historical perspective on NAFTA’s origins and objectives, presents details of current trade patterns among NAFTA countries and highlights various changes that have been agreed to in its update as the USMCA.

As part of this year’s European Sustainable Investment Summit in London there was a large focus on diversity in the funds industry. BBH’s Chief Global Regulatory and Market Strategist, Carla Jane Findlay-Dons, moderated a panel focused on ...

By our assessment, roughly 80% of ETF workflows resemble that of a mutual fund. Here’s how asset managers can handle the 20% that is new and different to their business.

Swiss Federal Tax Administration Confirms Acceptable Sources of Information for Proving US Residency (US RIC Reclaim)

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, Michael Keller, discusses how the U.S. Large Cap Equity portfolio companies performed over the most recent quarter.

Portfolio Manager, Regina Lombardi, discusses how the Global Equity portfolio companies performed over the most recent quarter.

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 Tax-Exempt Fixed Income, Gregory Steier provides an analysis of the investment environment and most recent quarter-end results of the Intermediate Municipal 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.

Portfolio Manager, Neil Hohmann, provides an analysis of the investment environment and most recent quarter-end results of the Structured 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.”