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  • U.S. $100 banknotes closeup.
    March 03, 2021
    • Investor Services
    February ADP private sector jobs report will be the highlight; the US growth outlook remains strong; Fed releases its Beige Book report; measures of inflation expectations in the US are showing a mixed picture
  • U.S. $100 banknotes closeup.
    March 02, 2021
    • Investor Services
    The US economy is gathering momentum in Q1; Democratic lawmakers are moving ahead with a relief package that does not contain a minimum wage provision; Senator Warren unveiled her proposal for a wealth tax
  • Colorful circles featuring historical woman in finance
    March 02, 2021
    • Private Banking
    Our Female Finance Firsts feature showcases the achievements of 13 women who were pioneers in the finance and business fields.
  • Vinyl records with colorful labels on colorful background.
    • Investor Services
    Established in 1985, the UCITS fund structure is two years older than Rick Astley’s hit “Never Gonna Give You Up.” Ever since, investors in Europe and beyond have never given up on UCITS. We explain with a selection of the "greatest hits" from UCITS funds.
  • U.S. $100 banknotes closeup.
    March 01, 2021
    • Investor Services
    All eyes are on the US bond market this week; the dollar is the missing piece of the reflation trade as it builds on its Friday turnround; this week offers Fed officials a final opportunity to hone their message to the markets; February ISM manufacturing PMI will be the data highlight The ECB releases details of its bond-buying operations for last week; Germany reports February CPI; firm final eurozone February manufacturing PMI readings were reported BOJ stand ready to maintain YCC ahead of the policy meeting March 18-19; RBA announced a substantial increase of its YCC efforts by increasing the amounts and maturities of its purchases; the drama comes ahead of the RBA meeting tomorrow; Caixin reported softer China manufacturing PM; IHong Kong’s Hang Seng Index is overhauling its weightings and composition; Korea reported firm February trade data; crypto currencies have had a wild ride over the last few sessions
  • Woman running on platform to catch a train
    March 01, 2021
    • Investor Services
    The recent spate of consolidation in fund platforms in Europe is raising an important question for many asset managers: are they working with the right platform or have they spread themselves too thin?
  • planet earth from space with sun rising
    February 28, 2021
    • Investor Services
    Here's a look at the main drivers in Emerging Markets this week.
  • car driving down country road blur
    February 28, 2021
    • Investor Services
    Here's a look at the main drivers in Developed Markets this week.
  • U.S. $100 banknotes closeup.
    February 26, 2021
    • Investor Services
    The Fed’s nonchalance regarding rising yields is noteworthy; The ECB continues to jawbone rising yields; if actual bond purchases can’t stop yields from rising, mere jawboning will have little lasting impact; France and Spain gave us the first snapshots for February CPI; Japan data came in better than expected; BOJ Governor Kuroda stressed steady policy to parliament; Australia yields continued to rise despite RBA intervention; BOK also joined in the bond purchase action to stabilize rising yields; India reports Q4 GDP data
  • U.S. $100 banknotes closeup.
    February 25, 2021
    • Investor Services
    The main event will be Fed Chair Powell’s semi-annual testimony before the Senate Banking Committee; Fed manufacturing surveys for February will continue to roll out; the rise in US yields hasn’t yet had a significant impact on the corporate bond market, but outflows from high-yield ETFs are picking up
  • U.S. $100 banknotes closeup.
    February 24, 2021
    • Investor Services
    The main event will be Fed Chair Powell’s semi-annual testimony before the Senate Banking Committee; Fed manufacturing surveys for February will continue to roll out; the rise in US yields hasn’t yet had a significant impact on the corporate bond market, but outflows from high-yield ETFs are picking up
  • U.S. $100 banknotes closeup.
    February 23, 2021
    • Investor Services
    The main event will be Fed Chair Powell’s semi-annual testimony before the Senate Banking Committee; Fed manufacturing surveys for February will continue to roll out; the rise in US yields hasn’t yet had a significant impact on the corporate bond market, but outflows from high-yield ETFs are picking up
  • U.S. $100 banknotes closeup.
    February 22, 2021
    • Investor Services
    US Treasury yields continue to march higher, increasing concerns about the potential impact on other assets; we suspect the bond market is keeping a close eye in President Biden’s relief package; Fed manufacturing surveys for February will continue to roll out
  • wooden bridge going over water through the trees
    February 22, 2021
    • Investor Services
    Regulators must choose to boldly embrace the new, or cautiously cling to existing ways when it comes to direct retail access to mutual funds.
  • planet earth from space with sun rising
    February 21, 2021
    • Investor Services
    Here's a look at the main drivers in Emerging Markets this week.
  • car driving down country road blur
    February 21, 2021
    • Investor Services
    Here's a look at the main drivers in Developed Markets this week.
  • U.S. $100 banknotes closeup.
    February 19, 2021
    • Investor Services
    The global increase in longer-dated yields continues; US surveys for February will continue to roll out; Canada reports December retail sales
  • U.S. $100 banknotes closeup.
    February 18, 2021
    • Investor Services
    •January retail sales data may have been a game-changer; really, data this week have been pretty much everything a dollar bull could ask for; Fed manufacturing surveys for February will continue to roll out; weekly jobless claims data will be watched closely; FOMC minutes are worth discussing
  • U.S. $100 banknotes closeup.
    February 17, 2021
    • Investor Services
    January retail sales data will be the US data highlight; January PPI data will also hold some interest; some cracks may be starting to appear; FOMC minutes will be released this afternoon; Canada reports January CPI
  • U.S. $100 banknotes closeup.
    February 16, 2021
    • Investor Services
    With the impeachment trial over, Congress turns its attention back to the stimulus package; the US curve continues to steepen to new highs; January retail sales data tomorrow will be key for the dollar’s near-term outlook; Fed manufacturing surveys for February will start to roll out
  • February 15, 2021
    • Investor Services
    Keith Haberlin discusses learnings from the last year in his role as Head of Investment Operations, and how BBH’s platform is uniquely positioned to solve asset managers’ operating model challenges
  • planet earth from space with sun rising
    February 14, 2021
    • Investor Services
    Here's a look at the main drivers in Emerging Markets this week.
  • car driving down country road blur
    February 14, 2021
    • Investor Services
    Here's a look at the main drivers in Developed Markets this week.
  • Silhouette of a cowboy on a horse with a lasso in front of a blue and orange sunset
    February 14, 2021
    Money market funds are an area under ongoing intense scrutiny ever since the 2008 global financial crisis. Delve into the SEC’s Ten Recommendations for U.S. Money Market Funds.
  • U.S. $100 banknotes closeup.
    February 12, 2021
    • Investor Services
    Weekly jobless claims data are worth discussing as they suggest labor market stress is ongoing; Treasury completed its sale of $126 bln in total coupon debt this week; the CBO forecasts a wider budget deficit for 2021
  • U.S. $100 banknotes closeup.
    February 11, 2021
    • Investor Services
    January CPI came in lower than expected; Treasury will sell $27 bln of 30-year bonds; weekly jobless claims data will be watched for signs of improvement
  • U.S. $100 banknotes closeup.
    February 10, 2021
    • Investor Services
    January CPI data will be the US data highlight; Treasury will sell $41 bln of 10-year notes; January budget statement will draw some attention;
  • planet earth from space with sun rising
    February 09, 2021
    • Investor Services
    Our take on the latest drives for EM Asian markets.
  • U.S. $100 banknotes closeup.
    February 09, 2021
    • Investor Services
    Reports suggest President Biden is likely to push through much of his aid proposal without Republican support; high yield corporate bonds are extending their rally; US Treasury will sell $58 bln of three-year notes
  • Cross-walk with blurry/fast cars and pedestrians crossing through it
    February 09, 2021
    • Investor Services
    Brown Brothers Harriman and the New York Stock Exchange teamed up to create a general guide on exchange-traded fund (ETF) structures approved by the SEC.
  • Close-up of folded dollar-bills
    February 08, 2021
    • Investor Services
    The U.S. curve continues to steepen to new highs; market appetite will be tested this week with heavy UST supply; inflation expectations continue to rise in the U.S.
  • video chat with Adrian Whelan and Julia Vergauwen
    February 08, 2021
    • Investor Services
    The Sustainable Finance Disclosures Regulation (SFDR) is the important first, big step in a longer E.U. ESG journey to enshrine sustainability across the entire E.U. asset management sector. Lingering questions remain about many of the disclosure requirements and fund classification process as the March 10th deadline nears.
  • planet earth from space with sun rising
    February 07, 2021
    • Investor Services
    Here's a look at the main drivers in Emerging Markets this week.
  • car driving down country road blur
    February 07, 2021
    • Investor Services
    Here's a look at the main drivers in Developed Markets this week.
  • Building with Flag on top of it
    February 04, 2021
    • Investor Services
  • Two dollar bills folded up like arrows
    February 03, 2021
    • Investor Services
  • Dollar sign combined with a rocket
    February 02, 2021
    • Investor Services
  • Frosty winter morning. Bright winter sun shine on hoarfrost on grass through alone tree. Panoramic view on winter sunrise.
    February 01, 2021
    • Investor Services
    Relationships between E.U. policymakers have become a little frosty as some important regulatory deadlines draw near.
  • Close up of Benjamin Franklin on the 100 dollar bill with financial graphs in front of him
    February 01, 2021
    • Investor Services
  • Stock market or forex trading graph for financial investment or Economic trends business.
    February 01, 2021
    • Private Banking
    BBH Chief Investment Officer Suzanne Brenner and Head of Investment Research Tom Martin review the markets and provide an update on our current portfolio positioning and priorities.
  • car driving down country road blur
    January 31, 2021
    • Investor Services
  • Hudson Yards wavy, modern structure taken from down below with a blue sky seen from the top and skyscrapers looming above
    January 31, 2021
    • Investment Management
    Portfolio Manager, Michael Keller, discusses how the U.S. Large Cap Equity portfolio companies performed over the most recent month-end.
  • Upward View of the Metropolitan Museum
    January 31, 2021
    • Investment Management
    Portfolio Manager, Regina Lombardi, discusses how the Global Equity portfolio companies performed over the most recent month-end.
  • blue background with globe
    January 29, 2021
    • Investor Services
    In this edition of In Focus, we provide a comprehensive list and breakdown of local law changes impacting tax rates, documentation, and market procedures, as well as newly ratified Double Taxation Avoidance Treaties (DTAT) and protocols that result in a tax rate impact to our clients.
  • Sticky notes stuck to a wall, each note has one word written on it that relates to 'strategy'
    January 27, 2021
    • Investor Services
    We need to change how we talk about data. As an industry, we should reject a focus on or investments in data not linked to highly specific outcomes.
  • Helping hand with the a sunset sky
    January 27, 2021
    • Investor Services
    The recent 2020 U.S. election results bring new reasons to contemplate significant legislation and policy changes that will shape industry growth trends for the next decade. Could private markets be a source for post-COVID recovery?
  • Biden Administration: Regulatory Areas to Watch (Part 2)
    January 27, 2021
    • Investor Services
    In Part 2 of our OnTheRegs Biden Administration blog, we will expand on specific areas of rulemaking we will likely see at the SEC and how U.S. Asset Managers will be impacted.
  • Women & Wealth Magazine Winter Issue 2021
    January 25, 2021
    • Private Banking
    In this issue of Women & Wealth Magazine, we kick off the new year with a focus on wellness, which is particularly important in the time of COVID-19 and all of its many implications for our daily lives.
  • The American flag in front of the White House in Washington, DC.
    January 25, 2021
    • Investor Services
    January 20, 2021, President Biden was inaugurated as the 46th President of the United States. We look at some of the factors in the new administration that are likely to affect asset management regulation.
  • Victoria Mars with blue abstract background behind her.
    January 25, 2021
    • Private Banking
    In our feature article, we speak with Victoria Mars, the former chairman of Mars, about her career in the family business, how we can better navigate our personal and professional lives (hint: it’s all about life stages) and Mars’ focus on sustainability.
  • Dr. Jeffrey Borenstein sittin in his office with view of a city through the window
    January 25, 2021
    • Private Banking
    Dr. Jeffrey Borenstein, president and CEO of the Brain & Behavior Research Foundation, describes the troubling trends in mental health in the wake of COVID-19 and provides a roadmap for thinking about productive coping mechanisms and how to support loved ones.
  • Person putting a coin into a donation box.
    January 25, 2021
    • Private Banking
    BBH Senior Wealth Planner Kerri Mast examines four reasons why people give to charity other than tax benefits – which research has shown are typically not the primary driver of charitable giving.
  • Female figure illustration with face covering and gems on background.
    January 25, 2021
    • Private Banking
    In our “By the Numbers” infographic, we look at mental health and wellness in the time of COVID-19, examining the impact of 2020 on our collective mental well-being, as well as some signs that there is hope on the horizon.
  • Maroa Velez
    January 25, 2021
    • Private Banking
    In “Five Questions,” we speak with BBH Partner Maroa Velez about her career, lessons learned throughout the journey and the importance of fostering an inclusive workplace.
  • A large school of identical orange goldfish, and one black one.
    January 18, 2021
    • Investor Services
    We highlight the differences and similarities between U.S. and E.U. Regulators.
  • Cover photo with wooden jenga blocks on a background of timber and Foreign Exchange Outlook for First Quarter 2021 written at the top.
    January 14, 2021
    • Investor Services
    In the latest FX Quarterly, our strategists highlight the key risks driving global economies, including the ongoing COVID-19 crisis and the transition to a new administration in the U.S. We also provide our outlook on developed and emerging markets in Q1 2021.
  • Exchange Thoughts, BBH's ETF Newletter
    January 14, 2021
    • Investor Services
    In a year defined by uncertainty, ETF growth continued unabated. In this Exchange Thoughts article, we reflect on the major ETF themes of 2020 and highlight what to expect in 2021.
  • Photo of adult woman walking in nature and holding hands with two children.
    January 12, 2021
    • Private Banking
    How can we continue to foster family togetherness in 2021? Ali Hutchinson and Laura Salibello share five resolutions to help your family stay connected this year.
  • A person’s sneaker on the finish line of 2020 and starting line of 2021 marked on the track.
    January 11, 2021
    • Investor Services
    We highlight what to expect this quarter and recap Q4’s key regulatory developments.
  • Sunset over the water with clouds and ocean
    January 07, 2021
    • Investor Services
    Many industry commentators have marked ELTIF off as an EU policy failure. Recently, there has been several new ELTIF launches by major market players triggering lively industry debate about the future of ELTIFs, which may be more promising than before.
  • Two grooms on a wedding cake
    January 04, 2021
    • Private Banking
    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, we discuss the potential benefits and drawbacks to a legal marriage from that perspective.
  • Multi-Colored Wrapped Presents
    January 04, 2021
    • Private Banking
    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 trusts that are already in place.
  • Hudson Yards wavy, modern structure taken from down below with a blue sky seen from the top and skyscrapers looming above
    December 31, 2020
    • Investment Management
    Portfolio Manager, Michael Keller, discusses how the U.S. Large Cap Equity portfolio companies performed over the most recent quarter-end.
  • New York Stock Exchange and statue taken from down below with a clear blue sky
    December 31, 2020
    • Investment Management
    Portfolio Manager, Regina Lombardi, discusses how the Global Equity portfolio companies performed over the most recent quarter-end.
  • Close-up of the Federal Reserve building taken from down below with large gunmetal sconces and an American flag above the arched window
    December 31, 2020
    • Investment Management
    Portfolio Manager, James Evans, provides an analysis of the investment environment and most recent quarter-end results of the Inflation-Indexed Fixed Income strategy.
  • Close-up of the Federal Reserve building taken from down below with large gunmetal sconces and an American flag above the arched window
    December 31, 2020
    • Investment Management
    Portfolio Manager, James Evans, provides the most recent quarter-end results of the Inflation-Indexed Fixed Income Strategy.
  • Upward View of George Washington Bridge Tower on Sunny Day
    December 31, 2020
    • Investment Management
    Portfolio Manager, Gregory Steier, provides an analysis of the investment environment and most recent quarter-end results of the Municipal Fixed Income strategy.
  • Upward View of Washington Square Monument on Cloudy Day

    Strategies: Core Fixed Income; Limited Duration; Unconstrained Credit; Intermediate Duration

    December 31, 2020
    • Investment Management
    Co-Portfolio Managers, Andrew Hofer, Neil Hohmann and Paul Kunz provide an analysis of the investment environment and most recent quarter-end results of the Taxable Fixed Income Strategy.
  • Green Ceiling with Gold Designs in Grand Central Station
    December 31, 2020
    • Investment Management
    Co-Portfolio Managers, Andrew Hofer and Neil Hohmann provide the most recent quarter-end results of the Intermediate Duration Fixed Income Strategy.
  • Image of skyscrapers and modern wavy figure taken from down below with a clear blue sky and shining sun
    • Investment Management
    Portfolio Managers, Neil Hohmann, Chris Ling and Andrew Hofer provide an analysis of the investment environment and most recent quarter-end results of the Structured Fixed Income strategy.
  • Image of skyscrapers and modern wavy figure taken from down below with a clear blue sky and shining sun
    • Investment Management
    Portfolio Managers, Neil Hohmann, Chris Ling and Andrew Hofer provide the most recent quarter-end results of the Structured Fixed Income strategy.
  • New York Stock Exchange and statue taken from down below with a clear blue sky
    December 31, 2020
    • Investment Management
    Portfolio Manager, Regina Lombardi, provides the most recent quarter-end results of the Global Equity Strategy.
  • Hudson Yards wavy, modern structure taken from down below with a blue sky seen from the top and skyscrapers looming above
    December 31, 2020
    • Investment Management
    Portfolio Manager, Michael Keller, provides the most recent quarter-end results of the US Large Cap Equity Strategy.
  • Upward View of the Brooklyn Bridge Against Bright Blue Sky
    • Investment Management
    Co-Portfolio Managers, Andrew Hofer, Neil Hohmann and Paul Kunz provide the most recent quarter-end results of the Core Fixed Income Strategy.
  • Adrian Whelan
    December 22, 2020
    • Investor Services
    Global asset management continued to evolve and stay resilient this year, despite the COVID-19 pandemic. Here, we’ll look at some of the biggest shifts we have seen in 2020.
  • Red pushpin on a map.
    December 21, 2020
    • Investor Services
    We delve into two of the key frequently asked questions from the “Dear Chair” CP86 letter that were raised across the industry.
  • Family sitting around a table enjoying a meal, with one family member on the computer screen
    December 16, 2020
    • Private Banking
    Ellen Perry, Ali Hutchinson and Laura Salibello lay out five questions to ask during the holidays to spark discussion around the dinner table and provide tips for how to approach these conversations.
  • Rays of sunshine breaking through a cloudy sky
    December 15, 2020
    • Investor Services
    Unprecedented, resilient, and exhausting have all been words that have characterised this challenging year. While the long lasting effects of the pandemic on the global economy has yet to be determined, there is a feeling that we are moving into the next phase of the crisis with investors increasingly refocusing on the fundamentals of their investment decisions. We look at the key drivers in our 2021 Securities Lending Outlook.
  • Macau bridge, the longest bridge of Asia
    December 14, 2020
    • Investor Services
    In June 2020, authorities in China, Hong Kong, and Macau announced the launch of the Greater Bay Area Wealth Management Connect with the intent to facilitate cross-border investments for residents within the Greater Bay Area.
  • Shadow of man working at a computer with distorted images of the world map on top
    December 08, 2020
    • Investor Services
    The events of 2020 have brought the major themes affecting asset managers into sharper focus -- supporting the investment process in turbulent markets, scaling and growing the business while keeping costs down, managing a globally diversified operating model with remote staff, and engaging more effectively with the digital revolution. These themes are leading mangers to consider what really differentiates their business and how to build the optimal operating model.
  • C-Suite Asset Manager Survey cover
    December 08, 2020
    • Investor Services
    50 senior executives shared their thoughts on 2020’s unique challenges and the future of asset management
  • A person standing on a peak of a mountain and the sky and clouds above
    December 07, 2020
    • Investor Services
    Recently, ESMA published its final report on guidelines on performance fees in UCITS and Retail Alternative Investment Funds. Read the guidelines here.
  • Owner to Owner Q4 2021
    December 02, 2020
    • Private Banking
    In this issue of Owner to Owner, we host a CEO roundtable, look at leadership through crisis and cover considerations for private business owners with private foundations.
  • Abstract blue bar graph and yellow line graph
    December 02, 2020
    • Private Banking
    Tom Martin, Grant Smith 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.
  • Open door with yellow light going through it
    December 02, 2020
    • Private Banking
    For the feature article of this issue, we brought together a group of CEOs in our ecosystem to discuss how they led their businesses throughout the year.
  • A woman riding on an origami boat
    December 02, 2020
    • Private Banking
    BBH Partner Kathryn George speaks with Dr. Kerry Sulkowicz about the emotional challenges that leaders face when their organization is in crisis.
  • Gray fingerprint close-up
    December 02, 2020
    • Private Banking
    Senior Wealth Planner Kerri Mast looks at considerations for private business owners with private foundations.
  •  a green inch worm on a leaf
    November 30, 2020
    • Investor Services
    We continue to track the progress of the Irish Investment Limited Partnership Bill (ILP Bill) through its voyage, this week it took a couple of significant and most welcome policy steps towards its conclusion.
  • Hudson Yards wavy, modern structure taken from down below with a blue sky seen from the top and skyscrapers looming above
    November 30, 2020
    • Investment Management
    Portfolio Manager, Michael Keller, discusses how the U.S. Large Cap Equity portfolio companies performed over the most recent month-end.
  • Upward View of the Metropolitan Museum
    November 30, 2020
    • Investment Management
    Portfolio Manager, Regina Lombardi, discusses how the Global Equity portfolio companies performed over the most recent month-end.
  • looking down a road with trees on side, the year 2020 and 2021 written on road
    • Private Banking
    As the end of 2020 nears, we highlight year-end planning opportunities to consider in order to maximize your long-term goals, with your values at the forefront.
  • Five people's hands giving a thumbs up.
    November 22, 2020
    • Investor Services
    There remains both skeptics and widespread debate on how to achieve environmental goals as well as the pace of change as competing priorities remain. However, in the cacophony of 2020, it appears that in the sphere of asset management at least everyone broadly agrees that sustainability will remain a key driver for the foreseeable future.
  • Blue background with world map
    November 18, 2020
    • Private Banking
    To celebrate the 5th anniversary of the BBH Center for Women and Wealth, BBH hosted a conversation with: Anne-Marie Slaughter, the CEO of New America and the Bert G. Kerstetter '66 University Professor Emerita of Politics and International Affairs at Princeton University, and Juliette Kayyem, Faculty Chair, Homeland Security Program, Harvard's Kennedy School, Former Asst. Secretary at DHS and CNN National Security Analyst.
  • Stormy sky over a field with a sunny sky off in the distance.
    November 16, 2020
    • Investor Services
    NAV oversight, validation, and contingency plans for unexpected disruptive events had been a high priority of regulators long before the onset of the global pandemic. Now, the increasing new expectations from regulators is adding a layer of personal liability to those who help oversee NAV Production.
  • Two chess pieces one with UK flag and one with EU flag facing eachother on a chess board.
    November 09, 2020
    • Investor Services
    As we approach the conclusion of the Brexit transition period, several key regulatory areas remain uncertain. The Financial Conduct Authority (FCA) recently moved to make decisions which aim to fill in some of the remaining gaps on the Brexit regulatory puzzle.
  • Exchange Thoughts - The Rise of Listed and Unlisted Share Classes
    November 09, 2020
    • Investor Services
    Thanks to evolving regulatory policy in Europe and Hong Kong, more asset managers are considering adding unlisted share classes to their ETFs. We lay out the top considerations for launching unlisted share classes on existing ETFs.
  • Hudson Yards wavy, modern structure taken from down below with a blue sky seen from the top and skyscrapers looming above
    October 31, 2020
    • Investment Management
    Portfolio Manager, Michael Keller, discusses how the U.S. Large Cap Equity portfolio companies performed over the most recent month-end.
  • New York Stock Exchange and statue taken from down below with a clear blue sky
    October 31, 2020
    • Investment Management
    Portfolio Manager, Regina Lombardi, discusses how the Global Equity portfolio companies performed over the most recent month-end.
  • Red and blue cartoon of man with Republican brain and woman with Democrat brain
    October 26, 2020
    • Private Banking
    Emotions are high as the presidential election nears. BBH Senior Advisor Ellen Perry provides suggestions for communicating with family and fostering togetherness during this intense election season.
  • Blue scale with White House and Capitol Building with black background
    October 26, 2020
    • Private Banking
    BBH Senior Wealth Planner Kerri Mast covers considerations during election season for charities and board members as it relates to which political and election-related activities are permitted for charities, which are permitted within certain limits and which are prohibited altogether.
  • Teal line charts and numbers representing the stock market
    October 26, 2020
    • Private Banking
    BBH Chief Investment Officer Suzanne Brenner and Head of Investment Research Tom Martin review the markets and provide an update on our current portfolio positioning and priorities.
  • Investor View cover with a cartoon laptop and cartoon people on a zoom call.
    October 26, 2020
    • Private Banking
    In this issue of InvestorView, we cover several topics related to the election, including potential implications, family dynamics during this time and considerations for charities, and provide an update on the market and our portfolio positioning.
  • Teal graphic of video call on laptop
    October 26, 2020
    • Private Banking
    In the feature article of this issue, BBH Chief Investment Strategist Scott Clemons speaks with several BBH experts about the various risks, opportunities and permutations of the election. The roundtable covers implications for several areas, including the economy and markets; estate, tax and wealth planning; corporate taxes, regulations and the general business environment; and portfolio structuring and capital allocation.
  • A paintbrush on a piece of wood that is incomplete but painted half blue.
    October 19, 2020
    • Investor Services
    Brexit is certainly rising in minds of asset managers, regulators, and investors as we reach the impending conclusion of the transition period on 11.00 p.m. (GMT) on December, 31. Despite having certain contingencies and accommodations already in place, several uncertainties remain as the UK and EU continue to wrangle over a deal to govern their future relationship.
  • Cover of Foreign Exchange Magazine Quarter 4 2020 with marble
    October 14, 2020
    • Investor Services
    In the latest FX Quarterly, our strategists take a deep dive on the key risks driving global economies, including the ongoing COVID-19 crisis and the upcoming US election. We also provide our outlook on developed and emerging markets in Q4 2020.
  • Hands holding a puzzle piece
    October 07, 2020
    • Private Banking
    Len Fishman and John Harms of BBH Corporate Advisory & Banking discuss new guidance around change of ownership transactions involving entities with PPP loans.
  • Hourglass timer with sand
    October 05, 2020
    • Investor Services
    We highlight what to expect this quarter and recap Q3’s key regulatory developments.
  • Sun shining through the woods
    October 02, 2020
    • Investor Services
  • Jeannie Infante Sager
    October 01, 2020
    • Private Banking
    In “Five Questions,” Jeannie Infante Sager, the director of the Women’s Philanthropy Institute, discusses the importance of women’s giving, how women philanthropists have responded to COVID-19 and shifts she has seen in methods of giving during the pandemic.
  • COVID19 and The Impact on Women Infographic
    October 01, 2020
    • Private Banking
    In our “By the Numbers” infographic, we explore the enormous effect COVID-19 has had on women on the frontlines, at home and at work, as well as highlight a few silver linings to come out of the pandemic.
  • Mother and daughter working on a laptop
    October 01, 2020
    • Private Banking
    We speak with best-selling authors Eve Rodsky and Brigid Schulte about how families can live and work together with less tension, fairer division of labor and more leisure time.
  • Women & Wealth Magazine Fall Issue 2020
    October 01, 2020
    • Private Banking
    In this edition, we speak with “Bones” creator Kathy Reichs about her journey from forensics to fiction, explore COVID-19’s dramatic impact on all aspects of women’s lives and cover the Democratic party’s tax proposal as we near the November election.
  • Picture of Kathy Reichs with a skull
    October 01, 2020
    • Private Banking
    In the feature article of this issue of Women & Wealth Magazine, we speak with forensic scientist, best-selling author and “Bones” creator Kathy Reichs about her journey to crime fiction writing, how she continues to find inspiration 20 books later and the difference between writing for TV and writing a novel.
  • Author Kathy Reichs on the Origin of ‘Bones’ video still
    September 30, 2020
    • Private Banking
    Kathy Reichs, best-selling author and “Bones” creator, shares what inspired her to embark on a career in forensic anthropology.
  • Forest of evergreen trees.
    September 17, 2020
    • Investor Services
    While investors look to the sustainability of their investment portfolios, asset managers must also look to the sustainability of their own business model and product offerings and ask themselves whether they are building walls or building windmills as the winds of change rise.
  • Close up of world at night
    September 17, 2020
    • Investor Services
    The new EU Directive on Administrative Cooperation (DAC6) introduces a host of provisions aimed at increasing tax efficacy and transparency. In this InFocus Q&A, we explore the key elements of DAC6.
  • Hand pushing a green handled shopping cart in a blurry grocery store aisle
    September 15, 2020
    • Investor Services
    Does private equity belong in defined contribution plans? Thanks to recent guidance from the SEC and DOL, 401(k) investors, for the first time, may be able to allocate capital to private equity. BBH recently discussed the opportunity for GPs and investors with Bill Kelly, CEO of CAIA.
  • Wooden cube block shape with sign question mark symbol on wood table
    September 14, 2020
    • Investor Services
    With Brexit firmly back in the news headlines, it is worth revisiting this thorny subject and focus on the impact on asset managers and their respective products.
  • A person’s hands with gloves on examining a slide under a microscope lens.
    September 07, 2020
    • Investor Services
    Access to market data is more central to the asset management business than ever before. Now, the costs that managers must pay to obtain this information is being brought to focus.
  • New York Stock Exchange and statue taken from down below with a clear blue sky
    August 31, 2020
    • Investment Management
    Portfolio Manager, Regina Lombardi, discusses how the Global Equity portfolio companies performed over the most recent month-end.
  • Hudson Yards wavy, modern structure taken from down below with a blue sky seen from the top and skyscrapers looming above
    August 31, 2020
    • Investment Management
    Portfolio Manager, Michael Keller, discusses how the U.S. Large Cap Equity portfolio companies performed over the most recent month-end.
  • August 24, 2020
    • Private Banking
    As our homes are now the center of work life, family life, leisure and virtual school, Adrienne Penta, executive director of the BBH Center for Women & Wealth, led a discussion with best-selling authors Eve Rodsky and Brigid Schulte on how to live and work together with less tension, fairer division of labor and more leisure time.
  • radio signal with words BDO Private Equity Perspectives
    August 24, 2020
    • Private Banking
    Alice Birnbaum, the head of business development for BBH Capital Partners, discusses how BBHCP identifies opportunities in the healthcare space, the benefits of its flexible investment mandate and its approach to co-investments.
  • coins stacked on table with three yellow stars on blue curtain
    August 17, 2020
    • Investor Services
  • White Capital Building on blue background
    August 12, 2020
    • Private Banking
    As the November U.S. presidential election draws closer, Senior Wealth Planner Ross Bruch covers the Democratic party’s tax plan and discusses planning opportunities to consider before year-end.
  • Close up of glasses on blurry city background. Clean vision concept. 3D Rendering
    August 07, 2020
    • Investor Services
    The hallmark of a well-functioning anti-money laundering program (AML) is a clear delineation of roles and responsibilities. We explore how fund boards and asset managers can mitigate risk in an increasingly complex operating environment.
  • Video image of Adrian Whelan and Daniel Lawlor
    August 06, 2020
    • Investor Services
    Adrian Whelan, Senior Vice President of Regulatory Intelligence at BBH, speaks with Danny Lawlor from Aquest about the Central Bank of Ireland’s (CBI) Delegate Oversight Consultation Paper (CP86) and the CBI’s CEO mock letter that has recently made waves in the industry.
  • InvestorView Q3 2020 - Back to the Future: The New Normal After COVID-19
    August 06, 2020
    • Private Banking
    In this issue of InvestorView, we discuss life after COVID-19, 2020 market volatility and investment strategies, hosting virtual meetings and how to create a charity.
  • Five  hands holding numbered hearts
    August 06, 2020
    • Private Banking
    Senior Wealth Planner Kerri Mast discusses the steps to take to establish a new charitable organization.