Adrienne Penta, executive director of the Center for Women & Wealth, was featured as one of “29 Groundbreaking Women” in the recent issue of Worth® Magazine.

Assisted by a lighter regulatory burden, which make them more cost effective than many similarly structured investment vehicles, the use of collective investment trusts (CITs) in US retirement plans has been accelerating at a steady clip. For plan ...

Shining Through: ETF Opportunities in Greater China

An inverted yield curve preceded every recession since 1970. When on March 22 the yield on 10-year Treasury bonds fell below that on the 3-month variety for the first time since 2007, concerns about a U. S. economic downturn raised to new levels.

Since 2014, Precidian Investments has sought Securities and Exchange Commission (SEC) approval for a new kind of active exchange-traded fund (ETF) that does not disclose its daily holdings. No longer.

In the latest FX Quarterly, our strategists provide their views on major events across developed and emerging markets in Q2 2019.

Could it all end in fireworks?

Profiles of Brazil, Mexico, China, India, Indonesia, and South Africa.

Forecasts for major and emerging market currencies through Q1 2020.

In this issue of Women & Wealth Magazine, we explore how thriving family businesses operate, evolve and invest in the next generation.

In our feature article, we sit down with Jodi Berg, the president and CEO of Vitamix, to discuss how a relentless focus on purpose has made Vitamix a thriving fourth-generation family business. Berg also talks about why working outside Vitamix was ...

Women & Wealth Magazine features 19 women to watch. These inspiring women have demonstrated their power as models of female leadership and innovative entrepreneurs.

In this issue’s “By the Numbers” infographic, we look at the state of family businesses and the increasing number of women who are leading their family businesses into the next generation.

Christine Moriarty, founder of MoneyPeace Inc., discusses the importance of sustaining your business, building an exit strategy, knowing your values and understanding the impact of a sale on family when considering the sale of a company.

Relationship Manager Laura Salibello discusses how breaking down a pay statement into six simple steps can help parents explain taxes to their children.

In “Five Questions,” Deborah Theobald, CEO and co-founder of Vecna Technologies, a Cambridge-based technology company, discusses the benefits of working with family, her company’s focus on impact and her belief in “using technology to improve the ...

A straightforward process or a game of Snakes and Ladders?

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.

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.

In the first quarter 2019 issue of Owner to Owner, we speak with father-son duo Ward and Nico Landrigan of Verdura and Belperron, examine family business advisory boards, explore deferring estate tax on the death of a family business owner and ...

Tom Martin, Rachel Nute 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 Ward and Nico Landrigan, the father-son duo behind fine jewelry lines Verdura and Belperron, to discuss Ward’s acquisitions of the two brands, Nico’s decision to join the ...

Travis Dunn and Nicholas Maglio provide an overview of family business advisory boards and discuss their benefits, composition and steps for getting started.

Managing Director Brett Sovine discusses section 6166 of the Internal Revenue Code, which in certain situations permits the executor of an estate to defer federal estate tax on a closely held business following an owner’s death.

In this article, Frank Perrone, explores how margin can inform more efficient and optimized clearing programs. He analyzes the adoption of certain regulations, the overall clearing process and how different institutions support them.

In this article, BBH examines the evolving implications of uncleared initial margin rules.

Our Female Finance Firsts feature showcases the achievements of 12 women who were pioneers in the finance and business fields.

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.

2019 will be a year in which the applica­tions of purported paradigm-shifting tech­nology will be tested. Here are the trends we believe will shape asset management and asset servicing this year, and in the years ahead.

Here are five regulatory trends we believe will shape the asset management landscape in 2019.

What does 2019 have in store for alternatives? Here are five themes to follow this year:

In 2019, there’s a lot in store for ETFs – new regulations, technology, and products are all driving the market to new, uncharted territory.

Here are the top five trends we expect to see in securities lending in 2019:

With less than 45 days until the UK leaves the EU, the likelihood of a no-deal Brexit has increased, following the failure to secure political approval for the Withdrawal Agreement. With ongoing political divergence and time running out, asset ...

Shining Through: Global Investors Appear Confident in Multi-Faceted Use of ETFs

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 ...

In the feature article of this issue of InvestorView, Chief Investment Strategist Scott Clemons looks at what to watch in the markets and economy in 2019.

Chief Investment Officer Suzanne Brenner and Senior Investment Analyst Tom Martin provide a market update as well as an overview of our current portfolio positioning and priorities and anticipated short- or medium-term changes.

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

Senior Wealth Planner Kerri Mast discusses developments regarding the extent to which trusts are protected from creditors in the event of divorce.

BBH is pleased to provide a comprehensive summary of the major tax changes that took effect on January 1, 2019, as well as tax changes proposed for 2019 that are still pending the legislative approval process. The following includes local law ...

In recent years, insurance firms have been some of the fastest-growing institutional buyers of ETFs – here’s what insurers need to know when launching their own.

Not all same-sex couples are rushing to the altar after the Obergefell v. Hodges ruling. Many have questions about the financial and tax ramifications of the decision to get married. In this article, Brad Dillon discusses the potential benefits ...

Senior Wealth Planner Ali Hutchinson breaks down several estate planning techniques for individuals who have maxed out their available gift tax exemptions, as well as techniques that can be used to enhance gifts that have already been made and ...

In this issue of Women & Wealth Magazine, we focus on philanthropy and how to maximize impact – on both our philanthropic objectives and the next generation.