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  • Private Banking
    • 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.
  • Upward View of Washington Square Monument on Cloudy Day

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

    • 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.
  • airplane taking off at sunset
    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
    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
    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.
  • Wave crashing over the Douro Lighthouse, Porto, Portugal
    July 13, 2021
    • Private Banking
    Struggling is not bad! We recently spoke with Karen Reivich, Ph.D., who talks about the how and why of regularly flexing and exercising your resilience skills, particularly during challenging times.
  • Extended Family Group Walking By Lake
    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
    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.
  • Upward View of George Washington Bridge Tower on Sunny Day
    June 30, 2021
    • 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.
  • Abstract background with colorful spiral swirl lines, fiber data flow, 3d illustration
    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.
    • 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
    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
    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
    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.
    • 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
    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.
  • Hudson Yards wavy, modern structure taken from down below with a blue sky seen from the top and skyscrapers looming above
    May 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.
  • Symbols for international currency.
    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
    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
    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.
  • 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
    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.
  • Women-Wealth-spring-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.
  • Shelly Wilson
    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
    • Private Banking
    Senior Wealth Planner Alison Hutchinson and Chief Fiduciary Officer Melineh Ounanian outline some ideas for how trust beneficiaries can learn more about their roles and responsibilities.
  • Collage of 21 Woment 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
    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
    • 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
    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
    April 22, 2021
    • Investor Services
    In the latest FX Quarterly, our strategists explore the upbeat global economic outlook as the U.S. eyes a return to normalcy. We also provide our outlook on developed and emerging markets in Q2 2021.
  • Hudson Yards wavy, modern structure taken from down below with a blue sky seen from the top and skyscrapers looming above
    March 31, 2021
    • Investment Management
    Portfolio Manager, Michael Keller, discusses 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
    March 31, 2021
    • Investment Management
    Portfolio Manager, James Evans, provides the 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
    March 31, 2021
    • 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.
  • Upward View of George Washington Bridge Tower on Sunny Day
    March 31, 2021
    • 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

    • 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
    • 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.
  • 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.
  • Green Ceiling with Gold Designs in Grand Central Station
    March 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.
  • 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.
  • Hudson Yards wavy, modern structure taken from down below with a blue sky seen from the top and skyscrapers looming above
    March 31, 2021
    • Investment Management
    Portfolio Manager, Michael Keller, provides the most recent quarter-end results of the US Large Cap Equity Strategy.
  • overhead view of warehouse plant near water
    March 25, 2021
    • Private Banking
    We recently spoke with David Spray, founder of Export Advisors, about the impact of the Biden presidency on the IC-DISC.
  • March 23, 2021
    • Investment Management
    In 2020, sustainable and ESG funds took in a record $51 billion of capital, continuing a strong trend of asset growth. We at BBH have not rushed to launch a specific ESG product, but we appreciate the role that ESG factors played in helping protect client capital during last year's turmoil. To learn more about how our ESG integration helps us manage risk, please read on.
  • Series of gray bubbles with one large red circle.
    • Private Banking
    Senior Wealth Planners Ali Hutchinson and Stacia Kroetz look at potential changes to the tax code under the Biden administration and explore tax planning considerations most relevant to our readers this year.
  • Silhouette of a businessman standing by the huge open gate
    March 19, 2021
    • Private Banking
    In the feature article of this issue, BBH Chief Investment Strategist Scott Clemons reflects on the economy and markets since the onset of COVID-19 and looks ahead at what is to come as the light at the end of the tunnel grows brighter.
  • Close up on a conceptual clock with the text early late and on time. Concept of good timing and choosing the right moment.
    March 19, 2021
    • Private Banking
    Deputy Chief Investment Officer Justin Reed and Head of Investment Research Tom Martin discuss market timing. They explore its allure and pitfalls, stressing our belief that the adoption of a value-oriented, bottom-up investment approach, along with a long-term investment horizon and prudent rebalancing plan, is a far more compelling investment strategy.
  • Key in keyhole on door silhouette.
    March 19, 2021
    • Private Banking
    Wealth Planning Associate Sara Turner covers considerations for those looking to help family members buy a home.
  • Full cover of the Q1 2021 InvestorView Magazine.
    March 19, 2021
    • Private Banking
    In this issue of InvestorView, we look at the markets and economy in 2021, examine the pitfalls of market timing and explore potential changes to the tax code under the Biden administration.
  • Business woman holding telescope standing on red up arrow to go up in  career.
    March 11, 2021
    • Private Banking
    We highlight key insights from a recent discussion with Anne-Marie Slaughter and Juliette Kayyem on the future of women, wealth and work.
  • 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.
  • Hudson Yards wavy, modern structure taken from down below with a blue sky seen from the top and skyscrapers looming above
    February 28, 2021
    • Investment Management
    Portfolio Manager, Michael Keller, discusses how the U.S. Large Cap Equity portfolio companies performed over the most recent month-end.
  • 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.
  • 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.
  • 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.
  • 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?
  • 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.
  • 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.
  • 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.
  • 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.
  • 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.
  • 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.
  • 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.
  • 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.
  • 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.
  • 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.
  • 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.
  • 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.
  • 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 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.
  • 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.
  • 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.
  • 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.
  • 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.
  • 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.
  • 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.
  • 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.
  • 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.
  • Painting of people sitting at tables in Bryant Park
    August 06, 2020
    • Private Banking
    In the feature article of this issue of InvestorView, BBH Chief Investment Strategist Scott Clemons reflects on lessons we are learning during the COVID-19 crisis, what aspects will have a lasting effect on our homes, offices and schools and what life after COVID-19 may look like.
  • Looking up at skyscrapers with teal hue
    August 05, 2020
    • Private Banking
    Jeff Hakala and Jerry Hakala – Co-Chief Investment Officers at Clarkston Capital Partners – discuss some current prevailing arguments against small-cap investing, the approach’s structural advantages and Clarkston’s unique approach that aims to exploit those advantages to uncover investment opportunities.
  • Foreign Exchange Outlook newsletter cover
    July 30, 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 Q3 2020.
  • Line charts and virus cells with dark background
    July 28, 2020
    • Private Banking
    Chief Investment Officer Suzanne Brenner and Senior Investment Analyst Tom Martin reflect on market volatility over the first half of 2020 and assess the current state.
  • Globe with city behind it
    July 22, 2020
    • Investor Services
    Securities lending demand faced unprecedented challenges in the first half of 2020. Despite the market turbulence, we remain cautiously optimistic, even as the election cycle ramps up in the U.S. Here we look back at the first half of 2020 and explore some of the possible outcomes for the second half of the year.
  • people wearing surgical masks
    July 15, 2020
    • Private Banking
    Senior Wealth Planner Kerri Mast discusses effective board governance during complex and uncertain times.
  • Jon Rennert standing in front of Zoll Medical sign
    July 15, 2020
    • Private Banking
    In the feature article of this issue of Owner to Owner, Jon Rennert, CEO of ZOLL Medical, shares how ZOLL was able to quickly ramp up ventilator production to help fight COVID-19, what the future of the office may look like and leadership through crisis.
  • BBH Owner to Owner Q3 2020 cover
    July 15, 2020
    • Private Banking
    In the third quarter 2020 issue of Owner to Owner, we explore communication, management and governance during a crisis and personal risk tolerance as the world continues to change as a result of COVID-19.
  • Digital display of Coronavirus Outbreak in USA with map
    July 14, 2020
    • Private Banking
    Throughout the first half 2020, equity markets experienced notable volatility. Chief Investment Strategist Scott Clemons reflects on this activity and comments on expectations for the second half of the year.
  • Blue and orange sunset at beach
    July 14, 2020
    • Private Banking
    Due to COVID-19, many have found themselves settled in places other than their typical residences. Senior Wealth Planner Karin Prangley explores the tax implications.
  • Bright blue lightbulb on a dark background
    July 14, 2020
    • Private Banking
    John Secor and Ajit George of our Corporate Advisory & Banking group share how businesses can take advantage of the opportunities created by COVID-19’s disruptions and continue to innovate.
  • Saving for retirement graphic for BBH video
    July 08, 2020
    • Private Banking
    Planning for retirement in your 20s? Smart move. Let us help you understand the options.
  • Blue Globe in space
    June 25, 2020
    • Investor Services
    The implementation of the Settlement Discipline Regime of CSDR is scheduled for February 2021. Globally, firms continue to progress toward operational readiness. We are committed to helping our clients successfully prepare. Here, we provide responses to questions specifically related to Securities Lending that our clients and industry participants are asking. Please also visit our CSDR Guide.
  • A hand paying a gold coin to another
    June 16, 2020
    • Private Banking
    Phillip Ross, Kyle Gordon and Eli Perlmutter of BBH Corporate Advisory & Banking explore the Main Street Lending Program and break down the notable components for business owners to consider following recent updates.
  • People building a bar graph with a blue background
    • Private Banking
    Len Fishman, Phil Ross and Eli Perlmutter of BBH Corporate Advisory & Banking break down key changes to PPP loans under the newly signed Paycheck Protection Program Flexibility Act.
  • American flag flying in the wind with the sun behind it
    June 03, 2020
    • Private Banking
    BBH Partner Kathryn George and BBH Senior Advisor Ellen Perry share a few steps you can take to manage through these trying times and support peers, family and friends.
  • Headshot of Trina Kenke
    June 03, 2020
    • Private Banking
    Trina Henke, chairman of Milbank Manufacturing, shares how her company has rapidly increased production of PPE in an effort to help in the fight against COVID-19.
  • winding road at night
    June 01, 2020
    • Investor Services
    The implementation of the Settlement Discipline Regime of CSDR is scheduled for February 2021. Globally, firms continue to progress toward operational readiness. Brown Brothers Harriman (BBH) is committed to helping our clients successfully prepare.
  • Headshot of Jon Rennert
    May 27, 2020
    • Private Banking
    Jon Rennert, CEO of ZOLL Medical, recently spoke with us about his company’s efforts in the fight against COVID-19, including its ramped-up production of ventilators.
  • Women & Wealth Magazine Winter Issue 2021
    May 26, 2020
    • Private Banking
    In this issue of Women & Wealth Magazine, we highlight 20 incredible women, new trends in the philanthropic space and communicating with children about digital currency.
  • "20 Women to Watch in 2020" black and red writing with the Women's names inside of the "20"
    May 26, 2020
    • Private Banking
    We feature 20 inspiring women and share how 2020 is set to be a pivotal year in their professional journeys. We also spotlight a few examples of their extraordinary work in response to the current global pandemic.
  • Black and white horizontal stripes
    May 26, 2020
    • Private Banking
    Senior Wealth Planner Kerri Mast discusses the shifting landscape of philanthropy and impact, including the rise of international giving and impact investing.
  • Two people stand next to human-sized dollar bills while nature grows around them
    May 26, 2020
    • Private Banking
    Relationship Manager Laura Salibello and Analyst Maddy Pellow define the basic principles of investing and share how parents can incorporate them into preliminary conversations with aspiring young investors.
  • Three people standing area financial charts and graphs and life-size bit-coin symbols
    • Private Banking
    CW&W Executive Director Adrienne Penta and BBH Relationship Manager Beth Milkovits explore the complexity of teaching the value of digital currency in a time where we increasingly store and spend money online and in the cloud.
  • Eve Rodsky
    May 26, 2020
    • Private Banking
    In “Five Questions,” best-selling author Eve Rodsky shares what motivated her to write a book “she was born to write” about achieving equity through rebalancing household responsibilities.
  • A senior couple and a young family are separated from each other by a giant life-size cell phone. They wave to each other through the transparent cell-phone.
    • Private Banking
    This summer’s family meetings may not look the same as past years, but Senior Wealth Planner Ali Hutchinson and BBH Senior Advisor Ellen Perry share tips for how you can effectively conduct your meeting virtually.
  • Four people holding up a white line chart with a blue background
    • Private Banking
    Len Fishman and Kyle Gordon of BBH Corporate Advisory & Banking discuss how borrowers are affected by new developments in the Paycheck Protection Program.
  • Blue globe with financial charts behind it
    May 15, 2020
    • Private Banking
    BBH Chief Investment Officer Suzanne Brenner shares why non-U.S. investments can provide attractive opportunities.
  • Green floating monetary signs on a blue background
    May 13, 2020
    • Investor Services
    Forecasts for major and emerging market currencies through Q4 2020.
  • Empty yellow train seats
    May 13, 2020
    • Investor Services
    We created a simple 5-factor model to evaluate the restrictions imposed by different countries, how they compare in terms of severity of lockdown, and where they are heading in the spectrum of reopening. The scale we use measures grade restrictions from 1 (open) to 4 (closed) across the following factors: (a) schools, (b) non-essential businesses, (c) borders, (d) social distancing and (e) severity of penalties/prosecution.
  • Colorful people wearing white masks
    May 13, 2020
    • Investor Services
    We discuss the key economic developments for Brazil, South Africa, South Korea, and China.
  • Scattered wooden jenga pieces on a wood background
    May 13, 2020
    • Investor Services
    As the coronavirus surges across the world, governments are taking unprecedented measures in order to protect their citizens and their economies and reduce its potential long-term effects on society as a whole.
  • The earth from space
    May 13, 2020
    • Investor Services
    This edition of our FX quarterly comes out a little later than usual. As March turned into April, there were simply too many uncertainties and unknown developments for us to make any sort of big picture calls with any degree of clarity or certainty. Those two months saw a flurry of policy responses around the globe that we will recount here.
  • Foreign Exchange Outlook newsletter cover
    May 13, 2020
    • Investor Services
    In the latest FX Quarterly, our strategists recount the flurry of global policy responses around the world to the ongoing COVID-19 crisis. We also provide our outlook on developed and emerging markets in Q2 2020.
  • green red yellow design
    May 12, 2020
    • Investor Services
    Over the past two months we have witnessed historic turmoil followed by unprecedented intervention by policy makers and central banks in supporting the capital markets (and more). In many ways the 2020 COVID-19 pandemic is very different from the 2008 global financial crisis, but for some, certain old concerns still linger. In the face of short selling bans and worries about market liquidity, we discuss below how best to navigate some of the common objections and concerns related to securities lending and how to position your securities lending program in the current environment and beyond.
  • Tiny people collecting goods for charity into huge donation box
    May 12, 2020
    • Private Banking
    During this time of need, many people are looking to make an impact with charitable giving. Wealth Planner Nicole Jackson Leslie shares how you can vet your chosen charity.
  • Crowd of forming a donation symbol on white background
    May 05, 2020
    • Private Banking
    Wealth Planner Nicole Jackson Leslie walks through charitable opportunities during this time of crisis, touching on what to give, how to give and tax considerations.
  • Colorful Graphic Design
    May 04, 2020
    • Investor Services
    In this “Five Questions” article, BBH’s Chris Griffin talks with Co-Heads of Global Securities Lending, Marney McCabe and Tom Poppey, about the state of securities lending during the COVID-19 crisis, the likely aftermath, and how asset managers are reacting. What follows is an excerpt of their conversation.