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  • Cricketers playing in a cricket match

    The Network Forum: Securities Services All-Rounders Step up to Face Seven Emerging Themes

    June 28, 2022
    • Investor Services
    The Network Forum Annual Meeting took place in person, for the first time since the pandemic, at London’s famous cricketing venue, The Oval, to assess new opportunities and risks and how to navigate seven major industry developments. Janet Du Chenne and Sinead McIntosh report.
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    Seven Considerations Before Creating a Family Office

    June 16, 2022
    • Private Banking
    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.
  • A photo of Nan Lian Garden in Hong Kong

    Navigating Cross-border UCITS: An APAC Distribution Toolkit

    June 10, 2022
    • Investor Services
    A BBH-hosted webinar examined the key components influencing a successful UCITS distribution strategy in the Asia-Pacific region.
  • Businessman shaking hands together in corridor

    FundForum 2022: What Will Drive Private Markets Forward?

    June 09, 2022
    • Investor Services
    At IMpower FundForum in Monaco, participants zoomed in on the democratization of private assets and the role of service partners, technology, and innovation in driving future growth.
  • Aerial View Of Hong Kong-Zhuhai-Macao Bridge

    Long-Anticipated ETF Connect Details Open Doors for ETF Issuers in Greater China

    June 01, 2022
    • Investor Services
    Following the May 2022 announcement on product eligibility details of ETF Connect scheme, issuers can now plan product and distribution strategies for the burgeoning Greater China ETF market.
  • Plastic figures of a married couple, with a pile of coins behind them

    Spousal Access Trusts: Efficient Tax Planning Without Completely Letting Go

    June 01, 2022
    • Private Banking
    Senior Wealth Planner Ali Hutchinson looks at spousal lifetime trusts – an estate planning strategy that may be the right fit for individuals who wish to transfer assets to others during life, but who also want to maintain access to the funds.
  • Upward View of One World Trade Center, NYC, with Blue Sky and Tops of Other Skyscrapers

    BBH U.S. Large Cap Equity Monthly Update – May 2022

    May 31, 2022
    • Investment Management
    Portfolio Managers, Michael Keller and Nicholas Haffenreffer discuss how the U.S. Large Cap Equity portfolio companies performed over the most recent month-end.
  • Close up image of gear stick

    FundForum 2022: Meet Up to Change Up

    May 26, 2022
    • Investor Services
    Asset managers are facing increasingly rigorous regulatory scrutiny and fast paced technological change as they continue to grapple with market shifts. So when IMpower’s FundForum event called on senior industry leaders to share their collective experience and wisdom, they readily gathered to discuss the next phase of evolution. BBH's Janet Du Chenne reports on the main themes.
  • A scale weighing time and money with a blue background

    Endowments: Evaluating Spending Policies During Disruption

    May 24, 2022
    • Private Banking
    BBH Senior Wealth Planner Kerri Mast discusses how economic disruption can affect endowments and shares how to review spending policies to help mitigate negative impact.
  • Cover - as rates rise

    As Rates Rise, Are Industrial Revenue Bonds the Right Financing Option for Your Business?

    May 23, 2022
    • Private Banking
    Justin Capozzi and John Wert of our Corporate Advisory & Banking team discuss industrial revenue bonds, a creative tool in the marketplace available to U.S. manufacturing companies for domestic capital expenditures.
  • Baby Hands holding a house model with mother hand. The concept of relocation, mortgage, inheritance, family assurance protection and legacy planning.

    Wealth Planning in a Rising Rate Environment: Intra-Family Loans

    May 11, 2022
    • Private Banking
    Senior Wealth Planner Alison Hutchinson delves into the advantages of intra-family loans in this rising interest rate environment.
  • Financial risk, unstable real estate investment and shaky housing market concept with a home on stacked wooden building blocks surrounded by the ruins and debris of another house that collapsed

    Wealth Planning Through Volatility

    May 11, 2022
    • Private Banking
    Senior Wealth Planner Alison Hutchinson explores time-sensitive and beneficial wealth planning strategies to consider amid the current volatility.
  • Detached buildings forming a lively neighborhood

    When to Freeze a Failing GRAT

    May 11, 2022
    • Private Banking
    Senior Wealth Planners Alison Hutchinson and Stacia Kroetz share why it may be beneficial to “freeze” a current GRAT in today’s market environment.

  • Strategy Insight: On Volatility

    May 10, 2022
    • Private Banking
    BBH Chief Investment Strategist Scott Clemons discusses recent market volatility and examines the driving forces behind the current environment. In such markets, he reminds us, patience and discipline are essential.
  • Full cover of the Spring 2022 issue of Women and Wealth Magazine

    Women & Wealth Magazine Spring Issue 2022

    May 09, 2022
    • Private Banking
    In this issue of Women & Wealth Magazine, we speak with a nationally recognized healthcare and business leader, feature 22 women to watch in 2022 and look at trends in philanthropy, including shifts in how women give and international philanthropy.
  • Care Compassion and Customer Care-Cover

    Care, Compassion and Customer Focus: A Conversation with PK Scheerle, R.N., CEO of NursesEverywhere

    May 09, 2022
    • Private Banking
    In the feature article of this issue of Women & Wealth Magazine, we speak with PK Scheerle, R.N., former CEO of GIFTED Healthcare and CEO of NursesEverywhere, about the lessons learned on her path to entrepreneurship, her career-long advocacy of nurses and her latest venture focused on helping to educate the public about their rights to access nursing care.
  • 22 Women to Watch in 2022

    22 Women to Watch in 2022

    May 09, 2022
    • Private Banking
    We feature 22 women and share how 2022 is set to be a pivotal year in their professional journeys.
  • illustration of multigenarational women with a female hand donating money into a collection can.

    The Power of Women's Philanthropy

    May 09, 2022
    • Private Banking
    In this issue’s “By the Numbers,” we highlight the research of the Women’s Philanthropy Institute at the Indiana University Lilly School of Philanthropy and trends in women’s philanthropy, including women’s influence on household giving, the growing popularity of giving circles and the increase in giving to women and girls.
  • International Philanthropy Supporting Causes -Cover

    International Philanthropy: Supporting Causes Around the World

    May 09, 2022
    • Private Banking
    Senior Wealth Planner and Director of Philanthropic Advisory Kerri Mast explores options for philanthropists wishing to support charities around the world.
  • Janine Zozaya-cover

    Five Questions with Janine Zozaya

    May 09, 2022
    • Private Banking
    In “Five Questions,” we speak with Janine Zozaya of Amigos de Jesús (ADJ) about her work with the organization, current challenges and opportunities ADJ is facing and how philanthropists can think about making an impact.
  • male hand squeezes a sponge for washing with water and drops fall down concept on a light blue background

    FX Quarterly for Second Quarter 2022

    April 27, 2022
    • Investor Services
    In the latest FX Quarterly, our strategists highlight the key factors driving global economies.
  • Cover Market and Portfolio Update Q2 2022

    Market and Portfolio Update Q2 2022

    April 26, 2022
    • Private Banking
    BBH Chief Investment Officer Suzanne Brenner and Deputy Chief Investment Officer Justin Reed review the markets and provide an update on our current portfolio positioning and priorities.
  • Abstract technology background, big data digital line wave business concept

    FinovateEurope 2022: Where to Next on the Financial Services Digital Journey?

    April 11, 2022
    • Investor Services
    With new technologies accelerating financial services’ digital transformation, BBH’s Cameron Jack and Janet Du Chenne attended FinovateEurope and report on the fundamental changes since the pandemic and evaluate the roles of incumbents and fintechs in setting the future direction of travel.
  • Image of skyscrapers and modern wavy figure taken from down below with a clear blue sky and shining sun

    BBH Structured Fixed Income Strategy Fact Sheet – 1Q 2022

    March 31, 2022
    • Investment Management
    Portfolio Managers, Neil Hohmann, Chris Ling and Andrew Hofer provide the most recent quarter-end results of the Structured Fixed Income strategy.
  • Upward View of One World Trade Center, NYC, with Blue Sky and Tops of Other Skyscrapers

    BBH U.S. Large Cap Equity Quarterly Strategy Update – 1Q 2022

    March 31, 2022
    • Investment Management
    Portfolio Managers, Nicholas Haffenreffer & Michael Keller, discuss how the U.S. Large Cap 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

    BBH Inflation-Indexed Fact Sheet Update – 1Q 2022

    March 31, 2022
    • Investment Management
    Co-Portfolio Manager, James Evans, CFA and Jorge Aseff, Ph D, provides the most recent quarter-end results of the Inflation-Indexed Fixed Income Strategy
  • Aerial view green forest foliage summer warm sunlight. Natural green background.

    10 Key Takeaways From the SEC’s Climate Disclosures Proposals

    March 31, 2022
    • Investor Services
    BBH’s Adrian Whelan looks at the primary proposals from one of the most significant U.S. climate related policy actions to date and the practical implications for asset managers.
  • Upward View of George Washington Bridge Tower on Sunny Day

    BBH Municipal Fixed Income Quarterly Strategy Update – 1Q 2022

    March 31, 2022
    • 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

    BBH Taxable Fixed Income Quarterly Strategy Update 1Q 2022

    March 31, 2022
    • 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.
  • Upward View of the Brooklyn Bridge Against Bright Blue Sky

    BBH Core Plus Fixed Income Strategy Fact Sheet – Q1 2022

    March 31, 2022
    • 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.
  • Green Ceiling with Gold Designs in Grand Central Station

    BBH Intermediate Duration Fixed Income Strategy Fact Sheet Update - 1Q 2022

    March 31, 2022
    • Investment Management
    Co-Portfolio Managers, Andrew Hofer and Neil Hohmann, provide the most recent quarter-end results of the Intermediate Duration Fixed Income Strategy.
  • Upward View of One World Trade Center, NYC, with Blue Sky and Tops of Other Skyscrapers

    BBH US Large Cap Equity Strategy Fact Sheet Update 1Q 2022

    March 31, 2022
    • Investment Management
    Portfolio Managers, Nicholas Haffenreffer and Michael Keller, provide the most recent quarter-end results of the US Large Cap Equity Strategy.
  • Image of skyscrapers and modern wavy figure taken from down below with a clear blue sky and shining sun

    BBH Structured Fixed Income Quarterly Strategy Update – 1Q 2022

    March 31, 2022
    • Investment Management
    Portfolio Managers, Neil Hohmann, Andrew Hofer, and Chris Ling provide an analysis of the investment environment and most recent quarter-end results of the Structured Fixed Income strategy.
  • Owner-to-Owner-issue-Cover

    Owner to Owner Q1 2022

    March 30, 2022
    • Private Banking
    In this issue of Owner to Owner, we examine succession planning from several angles. Our Center for Family Business looks at the requirements of the founder or CEO both during and after transition, next generation family members as well as boards of directors, and also explores options in a situation where traditional ownership succession may not be the best path forward.
  • Cyclists in a race.

    Thriving After Change: The Journey to Business Transition for a Presiding Owner

    March 30, 2022
    • Private Banking
    A leader’s openness to exploring a future for themselves represents a crucial turning point in beginning the transition journey. We lay out several steps owners can take to begin on the path of a successful transition.
  • Illusration of two people high-fiving

    Changing of the Guard: Collaborating with the Next Generation

    March 30, 2022
    • Private Banking
    Engaging and preparing the next generation in the succession planning process can be daunting. We share several components that can help the process run smoothly.
  • Business people in a meeting.

    The Role of Your Board of Directors in Succession Planning

    March 30, 2022
    • Private Banking
    Many family businesses rely on their boards of directors to help them during succession planning. Here, we share our top considerations as it relates to boards of directors and their involvement in the process.
  • Business woman in a conference room.

    Does the Business Have to Stay in the Family? Steps to Take When Ownership Succession Isn’t an Option

    March 30, 2022
    • Private Banking
    The decision to pursue an outside exit strategy, as opposed to a traditional family ownership succession path, is a difficult one. We lay out several steps that owners who are grappling with this issue can take as they seek to determine the best strategy for themselves, the family and the business.
  • Collage of Travis Boersma, Ward and Nico Landrigan, Victoria Mars, and Keith Campbell

    Owner to Owner: Real Stories of Succession

    March 30, 2022
    • Private Banking
    Throughout the first quarter 2022 issue of Owner to Owner, we brought you stories of succession from real businesses. Here they are.
  • Top view of the intersecting freeway road overpass at the eastern outer ring road of Bangkok, Thailand

    Cross-Border Fund Distribution Regulations: Knowing How to Adapt

    March 29, 2022
    • Investor Services
    Regulations are an inevitable part of any cross-border fund distribution strategy, but the way in which firms adapt to them often dictates whether they help or hinder their European fund distribution models. BBH’s Killian Lonergan looks at three regulatory themes and the approaches that could spell success.

  • Strategy Insight: Inflation with a European Accent

    March 14, 2022
    • Private Banking
    As inflation surges, BBH Chief Investment Strategist Scott Clemons discusses the reasons behind higher prices. In addition, he covers what we expect to see from inflation over the course of 2022.
  • Ukraine flag, three dimensional render, satin texture

    Strategy Insight: A Market at War

    February 25, 2022
    • Private Banking
    Vladimir Putin’s decision to invade Ukraine piles even more uncertainty onto financial markets already burdened with inflation, rising interest rates, and the lingering implications of the COVID19 pandemic. BBH’s Chief Investment Strategist Scott Clemons breaks down the latest.
  • As Interest Rates Move cover

    As Interest Rates Move, Duration Is Only Part of the Equation - February 2022

    February 25, 2022
    • Investment Management
    Intermediate duration bond portfolios have experienced notable declines year to date as Treasury rates rose while the Fed remains poised to raise rates. Our focus remains on valuations and fundamentals – not macro forecasting – a recipe that often resulted in credit-oriented portfolios that have been more durable in periods of rising rates.
  • all it takes is time - cover

    All It Takes Is Time: Higher Rates are Good for Short-Term Investor

    February 25, 2022
    • Investment Management
    Bond investors have experienced an historic rate shock over the last few months, while the Fed is likely to raise rates higher and sooner than expected. The good news is, if you maintain a constant maturity, your money is now reinvested at these higher rates. Combined with the likelihood that a bond's price approaches par as it nears maturity, the improved yield should more than make up the temporary loss in value over time.
  • businessman jumping on growing chart with sky background

    Structured Credit – A Full Toolbox to Protect Against Uncertain Rate Environments

    February 25, 2022
    • Investment Management
    The first six weeks of 2022 have been marked by historic declines in the bond market. Structured credit has weathered this storm far better than most fixed income. We focus on the features of non-traditional structured credit that explain their resilience – and why this should continue despite an uncertain environment for interest rates.

  • Flying South for Tax Purposes

    February 10, 2022
    • Private Banking
    A comprehensive tax plan considers not only federal gift, estate, and generation-skipping transfer tax, but also state and local income tax and transfer tax rules. Here, BBH Wealth Planner Michael Shapiro breaks down a common scenario of moving from New York to Florida.
  • 2022 Regulatory Field Guide: Revisiting the Past, Managing the Present, Embracing the Future

    2022 Regulatory Field Guide: A Year of Revisiting the Past, Managing the Present, and Embracing the Future

    February 09, 2022
    • Investor Services
    The regulatory environment across the globe is as dynamic as any time in the last decade. We bring you this guide to light a path on your regulatory journey for 2022.

  • Revisiting the Past: U.S. Securities Settlement

    U.S. T+1 Settlement: Hitting the Accelerator

    February 09, 2022
    • Investor Services
    Following dramatic market volatility events, the U.S. post-trade industry is deftly mobilizing to move securities settlement cycles to T+1. Adrian Whelan and Derek Coyle explore why shortening the U.S. settlement cycle is so significant to asset managers globally.

  • Managing the Present: U.K. Alternative Funds

    U.K. Long Term Asset Fund – Launchpad To Alternative Future

    February 09, 2022
    • Investor Services
    With a growing focus in asset management on retail investor access to less liquid alternative investment funds, the U.K has mobilized the Long-Term Asset Fund (LTAF). Lata Vyas and Andrew Ritchie explain why 2022 could be a big year for this special purpose investment vehicle.

  • Managing the Present: The SEC Agenda

    Gensler's Huge Year Ahead

    February 09, 2022
    • Investor Services
    As the U.S. Securities and Exchange Commission pursues an agenda more aggressive than we have seen from the market watchdog in decades, its leader must find a delicate balance between fostering market growth and innovation with investor protection principles.

  • Revisiting the Past: EU Capital Markets Union

    Europe Sketches Out Its Financial Future: ESG, Digital and Retail Access

    February 09, 2022
    • Investor Services
    Plato is credited with famously saying “necessity is the mother of invention”. This phrase couldn’t be more appropriate for the European Union’s capital markets as they head into 2022. Olena Pochekaylo explains why.
  • European Flag in black and white

    Revisiting the Past: Alternative Funds

    ELTIF 2.0 – Second Time’s a Charm

    February 09, 2022
    • Investor Services
    New revisions to the European Long-Term Investment Fund remove many of the regulatory and structural impediments managers face when utilizing them currently and place them neatly into the EU regulated fund structure toolkit, writes Adrian Whelan.

  • Managing the Present: US Regulations 2022

    US Regulatory Overview: What to Expect in 2022

    February 09, 2022
    • Investor Services
    BBH’s Adrian Whelan sat down with Amy Matsuo, Principal and Leader of Environmental, Social and Governance (ESG) and Regulatory Insights at KPMG, to discuss the main regulatory drivers for the U.S. asset management market in 2022.

  • Embracing the Future: Rule fragmentation and inconsistent definitions

    ESG is Everywhere, But What Next?

    February 09, 2022
    • Investor Services
    Adrian Whelan looks at the top 10 themes in environmental, social and governance investing that could influence rulemaking in 2022.

  • Embracing the Future: Digital Currency

    Steering New Money: Digital Currency to Get its Own Set of Rules

    February 09, 2022
    • Investor Services
    Rules governing crypto, stable coins, and central bank digital currencies look set to shift gears in 2022 as regulators enter the new money fast lane, write John Siena, Tim Bosco and Ingrid Mosquera.
  • Regulatory Field Guide: LIBOR Leftovers

    Embracing the Future: LIBOR Transition

    LIBOR Leftovers

    February 09, 2022
    • Investor Services
    Financial institutions have had a lot on their plates in bidding farewell to the most popular interest rate benchmark. Sinead McIntosh assesses industry progress in moving away from LIBOR to alternative risk-free rates and the extent to which it will consume the regulatory agenda in 2022.
  • Black and white image of flowers

    Revisiting the Past: Global AML

    Anti-Money Laundering Surveillance: A Regulatory Perennial

    February 09, 2022
    • Investor Services
    Global asset managers and policymakers remain engaged on the eternal areas of anti-money laundering regulatory policymaking. Adrian Whelan reviews the latest developments.
  • Black and white image of an old theatre showing the crowd and screen

    Revisiting the Past: AIFMD

    AIFMD II – A Highly Anticipated Sequel

    February 09, 2022
    • Investor Services
    With the outcome of a review of for alternative investment fund managers pending, Ainun Ayub and Adrian Whelan assess whether the proposals spell a feel-good blockbuster or a more dramatic follow-up.
  • Black and white image of a man pulling his hand luggage across a train platform

    Revisiting the Past: PRIIPs, CSDR, and SFDR

    Delayed, But Not Cancelled: Some Regulatory Breathers

    February 09, 2022
    • Investor Services
    Key deferrals of regulatory implementations in Europe have afforded asset managers some welcome respite, but much preparatory work remains for each.
  • People walking over a world map

    Managing the Present: Securities Settlement

    Living With CSDR

    February 09, 2022
    • Investor Services
    As regulation harmonizing how central securities depositories in Europe operate continues to evolve, it’s impact will likely be felt by all participants in the post-trade chain in 2022 and beyond, write Sinead McIntosh, Derek Coyle and John Siena.
  • Abstract image of the globe

    Embracing the Future: Global Regulations

    IOSCO: What’s Next on the International Regulatory Agenda?

    February 09, 2022
    • Investor Services
    Martin Moloney, Secretary General of the International Organization of Securities Commissions, talks to BBH’s Adrian Whelan about the key issues and trends shaping the global regulatory landscape in 2022.
  • Sunrise over planet Earth, view from space

    In Focus – A Look Forward: 2022 Tax Changes Impacting Global Portfolio Investors

    February 04, 2022
    • Investor Services
    In this edition of In Focus, we provide a comprehensive list and breakdown of 2022 local law changes impacting tax rates, documentation, and market procedures, as well as the newly ratified DTATs and protocols that result in a tax rate impact to our clients.

  • Market and Portfolio Update Q1 2022

    February 03, 2022
    • Private Banking
    In this quarter’s update, the Investment Research Group examines our confidence in the BBH investment approach and our managers’ ability to generate attractive long-term returns despite uncertainties in the markets.
  • Illustration of futuristic abstract background, particle shape of waves white color on dark blue background

    Modernizing Alternatives Executions Management

    January 27, 2022
    • Investor Services
    Lata Vyas explores how managers can automate to achieve a bird’s eye view of executions across their portfolios, facilitating investor access to private market assets.
  • Rock climber clinging to a cliff

    Securities Financing in 2022: Hold on Tight!

    January 27, 2022
    • Investor Services
    There is no time like the present to take stock in what has been a dramatic start to the year for capital markets. This article looks at what volatile market conditions, a hawkish shift in central bank policies and a refocus on fundamentals will likely mean for securities lending in the year ahead.
  • Tile for FXQ1 2022: Global Liquidity Taps are Closing

    FX Quarterly for First Quarter 2022

    January 26, 2022
    • Investor Services
    In the latest FX Quarterly, our strategists highlight the key factors driving global economies.
  • A magician holding a magic wand over a hat iwith flares of light coming out of it.

    Selling Your Business Tax-Free: The Magic of Qualified Small Business Stock… But Will the Magic Last?

    January 26, 2022
    • Private Banking
    The tax benefits for investing in or founding certain start-up businesses can be incredible. But not all investors or founders can take advantage of these benefits, and even if they can, Congress may impose new limits.
  • A road intersection with a sign post with the words inflation, housing, interest rates, markets and unemployment.

    At the Crossroads: The Economy and Markets in 2022

    January 26, 2022
    • Private Banking
    We start the new year at the crossroads on many issues, with implications for the economy, business, and financial markets. Which way now? BBH Partner and Chief Investment Strategist Scott Clemons explains.
  • Full cover of the Q1 20212 InvestorView Magazine.

    InvestorView Q1 2022

    January 26, 2022
    • Private Banking
    In this issue of InvestorView, we look at 2022 as a transitional year from the impact of the pandemic to more traditional economic behaviors. Plus, we explore the “magic” of qualified small business stock tax benefits, examine how to choose a legal guardian for your child, and sit down with Barry Mills, a senior advisor to BBH.
  • College campus in the fall with an inset photo of Barry Mills

    Five Questions for Barry Mills, Senior Advisor to BBH

    January 26, 2022
    • Private Banking
    Get to know Barry Mills, former President of Bowdoin College and now a senior advisor to BBH. In a conversation with InvestorView, Barry shared some of his more important lessons for endowments and foundations as they seek to navigate the challenges and opportunities present in 2022.
  • Illustration of parents with a newborn baby.

    How to Pick a Legal Guardian for Your Child

    January 26, 2022
    • Private Banking
    To say choosing a legal guardian is an important decision in an understatement. Here, BBH's Lindsay Hodgkins outlines some factors you might wish to consider.
  • Dynamic blue particle wave. Abstract sound visualization. Flow digital structure. Mesh landscape or grid data technology

    Smarter Depositary Services: Empowering the People

    January 20, 2022
    • Investor Services
    How is an automation crusade in depositary services arming leaders with the tools to reduce complexity and manually intensive processes in alternatives investing? We explore new technologies that are underpinning this efficiency revolution and their potential to transform the industry.
  • Big data abstract visualization: waves on surface of the sea of information

    Automating Private Markets With People at the Core

    January 13, 2022
    • Investor Services
    In this series, we explore how automation can enable firms to scale by giving technology toolsets to subject matter experts to develop use cases for the low volume, non-standardized servicing activities.
  • Overview of Machu Picchu, agriculture terraces and Wayna Picchu peak in the background

    Latin America: Navigating the UCITS Distribution Landscape

    January 12, 2022
    2 min read
    • Investor Services
    BBH hosted a webinar of cross-border fund experts to discuss the potential of the Latin American market and provide guidance on the best ways to market and distribute to local investors.
  • Multi-Colored Wrapped Presents

    Giving Your All, Then Giving Some More: Creative Ways to Enhance Your Wealth Plan

    January 04, 2022
    • 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.
  • Two grooms on a wedding cake

    Now That We Can Get Married, Should We?

    January 04, 2022
    • 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.
  • Image of skyscrapers and modern wavy figure taken from down below with a clear blue sky and shining sun

    BBH Structured Fixed Income Strategy Fact Sheet - 4Q 2021

    December 31, 2021
    • Investment Management
    Portfolio Managers, Neil Hohmann, Chris Ling and Andrew Hofer provide the most recent quarter-end results of the Structured 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

    BBH Inflation-Indexed Fact Sheet Update – 4Q 2021

    December 31, 2021
    • Investment Management
    Portfolio Manager, James Evans, provides the most recent quarter-end results of the Inflation-Indexed Fixed Income Strategy
  • Green Ceiling with Gold Designs in Grand Central Station

    BBH Intermediate Duration Fixed Income Strategy Fact Sheet Update - Q4 2021

    December 31, 2021
    • Investment Management
    Co-Portfolio Managers, Andrew Hofer and Neil Hohmann provide the most recent quarter-end results of the Intermediate Duration Fixed Income Strategy.
  • Public binocular telescope binoscope, on top of observation deck looking at cityscape view

    Seven Trends That Will Shape Private Markets

    December 16, 2021
    • Investor Services
    Industry practitioners recently met virtually and in-person at alternative investment conferences in London, Luxembourg and New York to exchange views on private markets. BBH alternative fund services specialists attended these events. Hit the play button to hear more and read the full report to find out what will drive growth.
  • Full cover of the fall 2021 issue of Women and Wealth Magazine

    Women & Wealth Magazine Fall Issue 2021

    December 03, 2021
    • Private Banking
    In this issue of Women & Wealth Magazine, we explore leadership, mentoring and life lessons from a wide range of perspectives. Whether you’re a parent hoping to raise children to be responsible with wealth, an executive leading a diverse team, a young person starting out or an engaged philanthropist learning from the past, we believe you’ll find important and helpful insight in this issue.
  • Illustration of kids pulling money off a tree.

    Ten Strategies for Raising Kids with Wealth

    December 03, 2021
    • Private Banking
    In the feature article of this issue of Women & Wealth Magazine, Adrienne Penta, Executive Director of the Center for Women & Wealth, explores ten important strategies for raising children to be responsible stewards of wealth. It is never too late to start!
  • Illustration of woman on a desk chair

    Trends in Women’s Control of Wealth

    December 03, 2021
    • Private Banking
    In this issue’s “By the Numbers,” we explore the continued increase in women’s control of wealth globally including the social and economic trends that are contributing to these numbers.
  • Portrait of Suzanne Brenner and Justin Reed.

    Investing In an Inclusive Culture: A Conversation with Suzanne Brenner and Justin Reed

    December 03, 2021
    • Private Banking
    Adrienne Penta, Executive Director of the Center for Women & Wealth, sat down with Suzanne Brenner, BBH Partner and Chief Investment Officer, and Justin Reed, Deputy Chief Investment Officer, for a candid and insightful conversation on creating a diverse team with an inclusive culture. They explore how and why that may lead to better outcomes for our clients.
  • Illustration of beach umbrella, towel and flip fops.

    What I Did on My Summer Vacation: Executed My Estate Plan

    December 03, 2021
    • Private Banking
    Wealth Planning Associate Lindsay Hodgkins outlines considerations and steps young adults could consider in order to begin the estate planning process.
  • Portrait of Dr. Tyrone McKinley Freeman.

    Equity & Inclusion in Grantmaking

    December 03, 2021
    • Private Banking
    Senior Wealth Planner and Director of Philanthropic Advisory, Kerri Mast, recently spoke with Dr. Tyrone McKinley Freeman about his research on Madame CJ Walker, America’s first self-made woman millionaire. They explore her approach to charitable giving, activism, social service provisions, and how we might better foster equity and inclusion in grantmaking.
  • Portrait of Joann Hanson.

    Five Questions with JoAnn Hanson

    December 03, 2021
    • Private Banking
    In Five Questions, we speak with JoAnn Hanson, President of the Church Investment Group, about the organization’s interest in sustainable investing as well as her lessons for young people.
  • Railway junction-Railroad tracks in blue background

    Making the Switch: New Impetus for Turning a Mutual Fund into an Exchange-Traded Fund

    December 02, 2021
    • Investor Services
    Now in its second edition, this guide by BBH and K&L Gates assesses regulatory, business, and operational considerations for converting a mutual fund to an ETF and presents a case study of a recent switch.
  • earth futuristic technology abstract background illustration

    In Focus – FAQs: Reforming the Global Corporate Tax System

    November 23, 2021
    • Investor Services
    A plan to reform the international tax system and charge multinational enterprises a minimum tax rate has taken a significant step forward with its endorsement by OECD and G20 countries. BBH’s Global Tax Services highlights what clients need to know.
  • Dresden old town skyline along the Elbe river with reflection during evening twilight. Germany.

    Germany: Navigating the UCITS Distribution Landscape

    November 15, 2021
    • Investor Services
    BBH hosted a webinar of cross-border fund experts to discuss the potential of the German market and provide guidance on the best ways to market and distribute to local investors.
  • Set of Cables micro-USB to USB on light blue background

    Preparing for ISO 20022 - the data advantage

    November 08, 2021
    • Investor Services
    The new messaging standard could unlock richer data sets across cash and payments transactions. BBH’s Shruti Aggarwal and John Wallis set out what firms should consider in their migration plan.
  • abstract paper hexagon 3d-render background.

    How Tokenization Is Changing the Way the Industry Thinks About Financial Transactions

    November 03, 2021
    • Investor Services
    Brown Brothers Harriman and PolySign, Inc. explore the potential of tokenization to transform financial services. We take a deep dive into how the ability of technology to deliver on its promise of automation, liquidity and transparency will require interoperability between traditional service providers and digital players to bring benefits to investors.
  • Glowing abstract wave on dark, shiny motion

    Moving into ETFs: The Growing Conversion Trend

    October 21, 2021
    • Investor Services
    The conversion of European mutual funds into ETFs is gathering pace. Deirdre McIlvenna of the Maples Group, and BBH’s Antonette Kleiser discuss the drivers of this trend and key considerations for asset managers.
  • Sun beams through the cloud forest next to a partially lit Inca Trail

    Latin America: The Continent of Hope Delivers for Fund Managers

    October 15, 2021
    • Investor Services
    BBH’s Market Intelligence team reviews opportunities in Latin America and how best to access this promising market.
  • Conveyors with cardboard boxes on white background. 3d illustration

    Cross-border Fund Distribution: Rethinking the Ecosystem

    October 05, 2021
    • Investor Services
    Amid new rules for cross-border funds in Europe, BBH’s Killian Lonergan sets out the gamechangers for distribution and how fund managers are partnering with external providers in their distribution efforts
  • Camera lens on blurry green background

    Harnessing the Growth of Private Credit

    October 01, 2021
    • Investor Services
    BBH Partner Jean-Marc Crepin in conversation with Capital Four CEO Sandro Näf about the growth of private credit.
  • Closeup of an hourglass on a blue background

    Good Things Come to Those Who Wait

    August 04, 2021
    • Investment Management
    Patience is a hallmark of our investment process. Read on to learn how delayed- delivery municipal bonds offer attractive return potential… you just have to wait for it.
  • Walking in a moulin tunnel, just like walking in a crack.

    FX Quarterly for Third Quarter 2021

    August 02, 2021
    • Investor Services
    In the latest FX Quarterly, our strategists highlight the key factors driving global economies.
  • Midyear-Securities-Lending-Outlook

    Midyear Securities Lending Outlook 2021: Back to the Future?

    July 29, 2021
    • Investor Services
    In the second half of the year we expect securities lending focus to shift back to the fundamentals, buoyed by continued reopening of world economies.

  • InvestorView Q3 2021

    July 29, 2021
    • Private Banking
    InvestorView looks at the threat of inflation in the post-pandemic economy, discusses our approach to asset allocation and examines the estate administration landscape.
  • Maintaining Family Continuity for Generations

    Choosing an Executor for Your Estate: Maintaining Family Continuity for Generations

    July 29, 2021
    • Private Banking
    We speak with Kevin Duncan, the BBH Trust Company’s director and head of estate administration, about the role estate administration plays in helping families thrive for generations and why a corporate executor may be the best option in certain situations.
  • All-Rise-The-Threat-of-Inflation-In-The-Post-Pandemic-Economy

    All Rise? The Threat of Inflation in the Post-Pandemic Economy

    July 29, 2021
    • Private Banking
    In the feature article of this issue of InvestorView, BBH Chief Investment Strategist Scott Clemons discusses the threat of inflation as we emerge from the COVID-19 pandemic.
  • The Cayman Islands Flag. Flag with a beautiful glossy silk texture

    In Focus – Frequently Asked Questions Regarding the Cayman Islands’ CRS Compliance Form

    July 27, 2021
    • Investor Services
    In this edition of InFocus, we answer some frequently asked questions related to new rules that certain Cayman entities must comply with in order to meet obligations under the Common Reporting Standard (CRS).
  • Mesh or net with lines and geometrics shapes detail 3D illustration

    Democratizing Automation: Scaling the Ideal Operating Model

    July 26, 2021
    • Investor Services
    Here we discuss how the strategic use of automation can enable service providers to support their client’s growth.

  • Market and Portfolio Update Q3 2021

    July 22, 2021
    • Private Banking
    BBH Chief Investment Officer Suzanne Brenner and Deputy Chief Investment Officer Justin Reed review the markets and provide an update on our current portfolio positioning and priorities.
  • airplane taking off at sunset

    Floating-Rate Loans and High Yield Bonds are Converging: It’s Time for More Dynamic Loan Investment Strategies

    July 14, 2021
    • Investment Management
    Floating-rate loans are offering better value than high yield bonds due to similar yields, protection from interest-rate risk, and the benefits of being a secured lender. Converging features of loans and bonds argue for more opportunistic loan strategies that can focus on the most attractive values from both market segments. To learn more about the value in the loan market and the convergence in high yield, please read on.
  • Full cover of the summer 2021 issue of Women and Wealth Magazine

    Women & Wealth Magazine Summer Issue 2021

    July 13, 2021
    • Private Banking
    This issue of Women & Wealth Magazine focuses on sustainability – both personal and global. We speak with the co-founders of Sakara Life about building a successful plant-based meal delivery business, explore how to build and maintain personal resilience, share insights on engaging the next generation in philanthropy and take a look at the sustainable clothing industry.
  • Danielle Duboise and Whitney Tingle, Founders and Co-CEOs of Sakara Life

    The Rise of a Plant-Based Powerhouse: A Conversation with Danielle Duboise and Whitney Tingle, Founders and Co-CEOs of Sakara Life

    July 13, 2021
    • Private Banking
    In the feature article of this issue of Women & Wealth Magazine, we speak with Danielle Duboise and Whitney Tingle, co-founders and co-CEOs of Sakara Life, who started the company with $700. Now, Sakara Life has delivered millions of organic plant-based meals nationwide, enabling customers to transform their lives through the power of food as medicine.
  • Extended Family Group Walking By Lake

    Engaging the Next Generation in Your Philanthropy

    July 13, 2021
    • Private Banking
    BBH Partner Kathryn George and Senior Wealth Planner and Director of Philanthropic Advisory Kerri Mast discuss how to best approach engaging the next generation in family giving – and some strategies for when it doesn’t go as you expected.
  • Trina Assur, Co-Founder of The Phoenix Brand

    Phoenix Rising: A Conversation with Trina Assur, Co-Founder of The Phoenix Brand

    July 13, 2021
    • Private Banking
    We speak with Trina Assur, co-founder of The Phoenix Brand, about what inspired her to launch the sustainable clothing line, the challenges of starting a business at the onset of COVID-19 and the importance of remaining true to your values and mission in a growing space.
  • Abstract background with colorful spiral swirl lines, fiber data flow, 3d illustration

    Future Ready Operating Model: Flexibility for an Uncertain Future

    June 24, 2021
    • Investor Services
    As asset managers and financial institutions map out the future of their business, asset servicers will play a pivotal role in driving ideal outcomes.
  • Pencil macro: To mark with a cross.

    X Marks the Spot: Will Greater China Embrace Best Execution Standards?

    June 21, 2021
    • Investor Services
    In this article, we explain how managers based in Greater China can look to optimize their foreign exchange process and oversight.
  • Highway at night

    CSDR FAQ - June 2021

    June 10, 2021
    • Investor Services
    With the implementation of CSDR underway, this document provides updates on the key questions and details which are under discussion in the industry.
  • View looking of buildings with a graph and numbers

    Leveraging Risk Management Tools to Mitigate Price Risk: A Conversation with Drew Lichter of Mobius Risk Group

    June 03, 2021
    • Private Banking
    We speak with Drew Lichter, vice president of corporate strategy and development at Mobius Risk Group, about the advantages of using financial instruments and market strategies to hedge against commodity price risk.
  • Owner to Owner Q2 2021

    Owner to Owner Q2 2021

    June 02, 2021
    • Private Banking
    Owner to Owner examines issues around growth, liquidity and control in private business ownership, speaks with a 110-year-old family business and examines lessons for the intersection of business, personal values and philanthropy.
  • Stock market business graph chart on digital screen.

    The Business Environment Q2 2021

    June 02, 2021
    • Private Banking
    Tom Martin, Matt Sweetser 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.
  • Colorful hand reaching for other colorful hands with butterflies in the background

    What Can We Learn from the Philanthropy of Madam C.J. Walker?

    June 02, 2021
    • Private Banking
    We examine the story of Madam C.J. Walker, America’s first female self-made millionaire and a Black woman, which offers some useful lessons for the intersection of business, personal values and philanthropy.
  • Symbols for international currency.

    Market Volatility Prompts a New Look at Currency Hedging

    May 24, 2021
    • Investor Services
    More and more asset managers are reviewing operational functions like Currency Hedging and reassessing how they are managing their programs following some of the highest market volatility in years. Here, we explain some critical aspects for consideration.
  • Dark blue abstract image with the map of the world in the center, made up of dots

    Foreign Exchange: Myth Busters

    May 10, 2021
    • Investor Services
    Asset Managers face different challenges and have varying experiences and views when evaluating their current FX process/program. Below are some common misperceptions we’ve heard from our clients and prospects as they are about to embark on this review.
  • ETF + Securities Lending in spotlights on brick wall

    ETFs and Securities Lending: The New It Couple

    May 04, 2021
    • Investor Services
    A growing number of ETF issuers are turning to securities lending programs as a way to increase revenue, mitigate costs, and counteract downward pressure on fees. In this Exchange Thoughts article, we explore the pivotal role ETFs are playing in the securities lending market.

  • Applying Sub-Custody to Digital Assets

    April 30, 2021
    • Investor Services
    As part of a research engagement between BBH & Fidelity Digital Assets, our latest piece is a first step toward exploring the feasibility & practical considerations of digital asset sub-custody as well as other potentially viable operating models.
  • Group of participants in an obstacle course climbing a pyramid obstacle

    UCITS European Passporting: Some Obstacles Cleared

    April 29, 2021
    • Investor Services
    The ability to easily “passport” funds across E.U. borders is a great attraction for asset managers. Here, we discuss the regulations of European Passporting and some of the obstacles that are no longer in the way.
  • Shelly Wilson

    Creating Jobs, Changing Lives: A Conversation with Shelly Wilson, Co-Founder and COO of Chime Solutions

    April 28, 2021
    • Private Banking
    In our feature article, we speak with Chime Solutions Co-Founder and COO Shelly Wilson about the company’s mission and vision, the impact the business is having in the communities in which it operates and what’s next following tremendous momentum over the past year.
  • Women-Wealth-2021-Five-Pieces-of-Advice-From-A-Professional-Trustee

    Five Pieces of Advice from a Professional Trustee to New Beneficiaries

    April 28, 2021
    • Private Banking
    Alison Hutchinson and Melineh Ounanian outline some ideas for how trust beneficiaries can learn more about their roles and responsibilities.
  • Women-Wealth-spring-2021

    Women & Wealth Magazine Spring Issue 2021

    April 28, 2021
    • Private Banking
    In this issue of Women & Wealth Magazine, we focus on women who are having an impact through the communities in which they work, the businesses they operate and the philanthropic endeavors they pursue.
  • Collage of 21 Woment to Watch in 2021

    21 Women to Watch in 2021

    April 28, 2021
    • Private Banking
    These inspiring women have demonstrated their power as models of female leadership and innovative entrepreneurs and are having outsized impact in their fields.
  • Dr. Santomauro

    Five Questions with Dr. Joanne Santomauro

    April 28, 2021
    • Private Banking
    In “Five Questions,” we speak with Dr. Joanne Santomauro, founder and CEO of Ancillare, about the work her company has been doing throughout the COVID-19 pandemic, leadership during crisis and what the business is doing to support advancements in women’s healthcare and pharmaceuticals.
  • Futuristic 3D outline of city blocks/towers on a grid

    Asset Managers Focus on Improving Data Architectures and Using Multiple Service Providers to Transform their Operating Models

    April 26, 2021
    • Investor Services
    A recap of the recent InvestOps Virtual Boardroom 2021 conference, which brought together executives from firms with a wide variety of investment strategies, operating models and assets under management.
  • Close-up of eagle on US one dollar bill

    In Focus – So We're Partners

    April 23, 2021
    • Investor Services
    FAQs on New U.S. Withholding Tax Rules on Transfers of Interests in Publicly Traded Partnerships.
  • FX Quarterly Newsletter using image of green traffic lights

    FX Quarterly for Second Quarter 2021

    April 22, 2021
    • Investor Services