The complexities and potential risks tax management present to financial institutions call for expert, dedicated support. Here, the BBH Investor Services global head of market intelligence, Adrian Whelan, talks to the firm’s managing director for tax services, Stephen Vescio, about some key trends shaping the tax arena.

For those hesitant to create an estate plan, we discuss tax-efficient options for transferring wealth to future generations or charity that require no long-term commitment, trusts, or legal fees.

At the start of the year, our regulatory prediction called for a period of Organized Chaos. While the chaos has delivered in spades, there’s been little semblance of organization.

In today’s global financial landscape, tax servicing is no longer a back-office administration function - it’s a strategic imperative. Here we explore why high-quality tax support is essential for banks.

Elias Haddad reviews the latest US Federal Reserve policy and the evolving role of stablecoins in global finance.

In a series of articles, we dive into the convoluted U.S. nonbank lending landscape, explaining the rise of this sector and the potential opportunities for investors.

Experts from BBH’s ETF and Alternatives teams discuss the growing popularity of this novel structure and how knowledge of both product areas can be key to success.

In a series of whitepapers, we dive into the nonbank lending sector and its opportunities. Here, we examine how the history and dynamics of the nonbank lending landscape contributed to its rise over the past two decades.

In a series of whitepapers, we dive into the nonbank lending sector and its opportunities. We start by looking at the bigger picture of U.S. lending as a backdrop for this complex and varied sector.

In a series of whitepapers, Partner and Portfolio Manager Neil Hohmann, Ph.D., dives into the nonbank lending sector and its opportunities. In this article, we lay out a framework for navigating the complex but various investment opportunities across this sector.