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  • Holiday Reflections: Questions to Ask Your Family as You Celebrate the Season

    November 29, 2022
    • 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.
  • person looking through telescope at night

    Finding True North: Defining Charitable Mission to Guide Your Philanthropy

    November 28, 2022
    • Private Banking
    We review why a charitable mission is important and provide guidance on how to approach crafting a mission statement that enables you to take philanthropy beyond just “being charitable” or “giving back.”

  • 2022 Year-End Tax and Estate Planning Opportunities

    November 22, 2022
    • Private Banking
    We outline key year-end opportunities as it relates to gifting, income tax planning, retirement planning, and planning in a high interest rate environment, as well as provide a year-end checklist based on your goals.
  • Owner to Owner Publication Fall 2022

    Owner to Owner Fall Issue 2022

    November 15, 2022
    • Private Banking
    In this issue of Owner to Owner, we speak with the team behind Peay Vineyards, share a strategy for managing your business’s liquidity during times of uncertainty, and look at fostering resilience in the workplace.
  • Financial rising graph and chart with lines and numbers that illustrate stock market behaviour.

    The Business Environment Q4 2022

    November 15, 2022
    • Private Banking
    Michael Conti, Neriah Ray-Saunders, and Christine Hourihan provide an overview of the economy, credit markets, and private equity and mergers and acquisitions markets.

  • Pioneering a Family Winery: A Conversation with Vanessa Wong, Nick Peay, and Andy Peay of Peay Vineyards

    November 15, 2022
    • Private Banking
    In the feature article of this issue of Owner to Owner, we sit down with the team behind Peay Vineyards – Vanessa Wong, Nick Peay, and Andy Peay – to discuss what drove their interest in wine, how they approach winegrowing and winemaking, and how they differentiate themselves in a competitive industry.
  • Money question, where to invest, pay off debt or invest to earn profit, financial choice or alternative to make decision concept, businessman investor holding money coin thinking about investment.

    How to Manage Liquidity in a Crisis: What to Ask Yourself in Times of Economic Uncertainty

    November 15, 2022
    • Private Banking
    BBH Managing Director Lewis Hart shares a three-pronged strategy for effectively managing your business’s liquidity during times of volatility and uncertainty.
  • Woman sitting in yoga lotus pose and meditating. Human needs icons. Life balance concept.

    Resilience in the Workplace

    November 15, 2022
    • Private Banking
    BBH Senior Wealth Planner Ross Bruch explores the two ways businesses and other organizations can create a resilient staff: growing resilience within an organization’s existing workforce and hiring candidates that demonstrate resilient character traits.
  • Woman working with futuristic looking interface.

    Automation and Talent: Not an "Either or" Decision

    November 11, 2022
    • Investor Services
    The future of financial services is a story of two races: a race to automate for scale and resiliency, and a race to attract the best human capital. Winning strategies recognize that success needs both.
  • Person putting a coin into a donation box.

    Beyond the Tax Benefit: Four Reasons People Give to Charity

    November 09, 2022
    • Private Banking
    Head of Philanthropic Advisory 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.
  • green abstract background with clock overlay

    The Great T+1 Settlement Debate Comes to Europe

    November 08, 2022
    • Investor Services
    What’s needed before a region with 41 trading exchanges and 31 settlement infrastructures can consider a shorter settlement cycle?
  • 20221008-IM-Taxable-Muni-Social.jpg 20221008-IM-Taxable-Muni-Cover

    Taxable Municipal Bonds – A Little-Known Complement for Institutional Investors

    November 07, 2022
    • Investment Management
    Taxable municipal bonds offer an excellent way to diversify broader taxable portfolios through high-quality, durable credits that frequently offer higher yields than comparably rated corporate debt.
  • "Talking Taxes" in pink text message bubbles on light blue background

    Learning to Launch: Talking Taxes

    November 03, 2022
    • Private Banking
    Relationship Manager Laura Salibello discusses how breaking down a pay statement into six simple steps can help parents explain taxes to their children.
  • ""

    Who Will Take Over? How Buy-Sell Agreements Help Succession Plans Overcome Uncertainties

    November 01, 2022
    • Private Banking
    Senior Wealth Planner Ross Bruch examines the role buy-sell agreements can play in helping family businesses plan for intrafamily succession.

  • Market and Portfolio Update Q4 2022

    October 28, 2022
    • Private Banking
    BBH Private Banking 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.
  • several business professionals looking for something, with magnifying classes, binoculars, and a computer

    Investing for Forever: Considerations When Investing for Endowments and Foundations

    October 27, 2022
    • Private Banking
    We discuss factors that come into play when investing for endowments and foundations.

  • Women & Wealth Magazine Fall Issue 2022

    October 24, 2022
    • Private Banking
    In this issue of Women & Wealth Magazine, we explore how to develop leaders in family businesses, examine how to make hybrid work successful for everyone and look at how we can foster motivation in those we love.

  • Opening the Door: Creating Inclusive Pathways for Next Generation Leaders in Family Businesses

    October 24, 2022
    • Private Banking
    Adrienne Penta, executive director of the Center for Women & Wealth, and Ben Persofsky, executive director of the Center for Family Business, share insights gleaned from recent BBH research on how family businesses can be inclusive in developing future leaders.

  • A Pivotal Moment to Transform the Way We Work: A Toolkit

    October 24, 2022
    • Private Banking
    Brigid Schulte, best-selling author and director at the Better Life Lab at New America, shares a data-driven toolkit for managers and leaders as we all navigate an uncharted new era of work.
  • Close up on a conceptual clock with the text early late and on time. Concept of good timing and choosing the right moment.

    The Case Against Market Timing

    October 24, 2022
    • Private Banking
    Deputy Chief Investment Officer Justin Reed discusses market timing. He explores 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.

  • Rewards, Goals and Flow: A Look at How to Foster Motivation

    October 24, 2022
    • Private Banking
    Senior Wealth Planner Ross Bruch discusses the many different types of motivation and what role “flow” plays in keeping us interested and engaged in life.

  • Five Questions with Meghan Juday

    October 24, 2022
    • Private Banking
    In “Five Questions,” we speak with Meghan Juday, chairman of IDEAL Industries, about leading the board as a fourth-generation family member, how she hopes to help other women succeed in similar roles and what she sees as the most important leadership quality.
  • Looking up night view in road intersection of shinjuku, the silhouettes of skyscrapers reflect twilight sky in Tokyo, Japan

    Japan: The Time is Now for Asset Managers

    October 13, 2022
    • Investor Services
    As an outlier in a world of rising interest rates, and as investment behaviour evolves, Japan offers a growing opportunity to Western asset managers eyeing the ¥2,023 trillion* household savings market. BBH’s Japan team shares how they can best access that opportunity.

  • Shorter Settlement Cycles for Securities Are Coming. Are you Prepared?

    October 12, 2022
    • Investor Services
    As the world watches the U.S. market plan for a T+1 cycle for securities settlement, others are assessing similar moves. BBH sets out the main process areas in the securities trade lifecycle that will be impacted by shorter settlement cycles and what you need to do now to prepare.
  • Key in keyhole on door silhouette.

    How to Help Family Members Buy a Home

    October 05, 2022
    • Private Banking
    Wealth Planner Peter Moshang covers considerations for those looking to help family members buy a home.
  • 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 – 3Q 2022

    September 30, 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.
  • 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 Fixed Income Fact Sheet - Q3 2022

    September 30, 2022
    • Investment Management
  • 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 – 3Q 2022

    September 30, 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.
  • Upward View of George Washington Bridge Tower on Sunny Day

    BBH Municipal Fixed Income Quarterly Strategy Update – 3Q 2022

    September 30, 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.
  • 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 Fixed Income Quarterly Strategy Update – 3Q 2022

    September 30, 2022
    • Investment Management
    Portfolio Co-Managers, James Evans & Jorge Aseff, provide an analysis of the investment environment and most recent quarter-end results of the Inflation-Indexed Fixed Income strategy.
  • Upward View of Washington Square Monument on Cloudy Day

    BBH Taxable Fixed Income Quarterly Strategy Update – 3Q 2022

    September 30, 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 – Q3 2022

    September 30, 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.
  • 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 – 3Q 2022

    September 30, 2022
    • Investment Management
    Portfolio Managers, Nicholas Haffenreffer and Michael Keller, provides 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 – 3Q 2022

    September 30, 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.
  • a hand picking a coin off of a stack of coins

    Learning to Launch: Financial Tips for Post-College Students

    September 29, 2022
    • Private Banking
    BBH Relationship Manager Laura Salibello and Associate Maddy Pellow provide financial tips for making the transition out of college more manageable.
  • Digital illustration of online learning and the education process

    MBA, CFA, or CFP? Unpacking Financial Designations

    September 29, 2022
    • Private Banking
    As our Next Gen clients think about their future, they often ask about the importance of earning a distinction beyond their undergrad degree with a CFA, CFP, or MBA. So how do you know which path is right for you? We sat down with Tom Martin and Dylan Dwyer to discuss the qualifications they pursued after college and how each impacted their career.
  • Image of Michael Russell Jr

    Next Gen Spotlight: Michael Russell Jr. of Fenway Sports Management

    September 29, 2022
    • Private Banking
    In our fall Next Gen Spotlight, Mackenzie Dowling sits down with Michael Russell Jr. to talk about growing up in a family business and forging your own path.
  • Postcard collage from London in England, United Kingdom

    Long Term Asset Fund: New U.K. Scheme Developing Nicely

    September 01, 2022
    The U.K. Financial Conduct Authority (FCA) has opened a public consultation which seeks to reshape the rules around marketing of Long-Term Asset Funds (LTAFs) to allow access to a wider group of retail investors and pension schemes.
  • long grocery list coming out of coin purse

    Major Markets Global Overview

    From Inflation to Recession: New Risks Abound

    August 31, 2022
    • Investor Services
    High food and energy prices continue to squeeze households globally. Aggressive monetary policy responses and shrinking real incomes have increased global recession risks. Indeed, more and more signs of recession are piling up.
  • Foreign Exchange Publication Cover third quarter 2022

    FX Quarterly Q3 2022

    August 31, 2022
    • Investor Services
    Our Currency Strategists set out what the geopolitical and macro-economic landscape means for major and emerging markets in the third quarter
  • Financial technology concept. Block chain.

    Currency Forecasts

    Major and Emerging Market Currency Forecasts

    August 31, 2022
    • Investor Services
    Our Currency Strategy experts offer their predictions for currency performances for both Major and Emerging Markets.
  • illustration of the globe on a scale

    Emerging Markets Global Overview

    Feeling the Weight of the World

    August 31, 2022
    • Investor Services
    For much of the first half of this year, high interest rates and rising commodity prices helped these currencies outperform their emerging market peers. However, broad-based dollar strength has slowly but surely eaten away at those EM FX gains and this is likely to continue as the Fed remains on its aggressive tightening path.
  • Upward View of One World Trade Center, NYC, with Blue Sky and Tops of Other Skyscrapers

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

    August 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.
  • Road way location Infographic with pin pointers

    Values-Based Business Succession Planning

    August 09, 2022
    • Private Banking
    Senior Wealth Planner Kerri Mast discusses qualitative matters related to business succession, focusing on the importance of family values.
  • "Top 10" written on chalk board

    Top 10 Considerations Before Hiring a Private Wealth Manager

    August 09, 2022
    • Private Banking
    Selecting a private wealth manager requires one to answer a multitude of questions before making a final decision. In this commentary, Jacob Turner discusses the 10 most critical considerations high-net-worth individuals must make when hiring a private wealth manager.
  • Owner to Owner summer issue publication cover

    Owner to Owner Summer Issue 2022

    August 01, 2022
    • Private Banking
    In this issue of Owner to Owner, we look at considerations when transferring private business shares to the next generation, discuss what business owners should be thinking about in this inflationary economy, examine QSBS elections and provide an overview of industrial revenue bonds.
  • Multi exposure of abstract virtual financial graph hologram on blurry skyline background, forex and investment concept

    The Business Environment Q3 2022

    August 01, 2022
    • Private Banking
    Thomas Martin, Neriah Ray-Saunders and Christine Hourihan provide an overview of the economy, credit markets and private equity and mergers and acquisitions markets
  • Business people merge the chain-Link concept

    A Balancing Act: Transferring Shares in a Private Business to the Next Generation

    August 01, 2022
    • Private Banking
    Ali Hutchinson, a BBH senior wealth planner, and Ben Persofsky, the executive director of the BBH Center for Family Business, discuss the different methods for transferring shares in a private business to the next generation and cover the implications families need to consider from both a corporate and tax angle.
  • businessman pulling open calm sea curtain covered dark stormy ocean background

    Navigating a Post-Pandemic Inflationary Economy

    August 01, 2022
    • Private Banking
    John Secor and Ajit George of our Corporate Advisory team look at challenges business owners are facing in this inflationary economy and discuss how they can navigate this uncertainty.
  • 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

    August 01, 2022
    • Private Banking
    The tax benefits for investing in or founding certain startup businesses can be incredible. Not all investors or founders can take advantage of these benefits, but for those who can, millions of dollars of tax can be saved – and with proper planning, potentially even more.
  • Cover - as rates rise

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

    August 01, 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.
  • Close-up of an art canvas with blue and white paint brushstrokes on it

    Estate Planning for the Faint of Heart – No Trusts Required!

    August 01, 2022
    • Private Banking
    For those hesitant to create an estate plan, Wealth Planner Ali Hutchinson discusses tax-efficient options for transferring wealth to future generations or charity that require no long-term commitment, trusts or legal fees.
  • Upward View of One World Trade Center, NYC, with Blue Sky and Tops of Other Skyscrapers

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

    July 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.
  • A yield sign in dappled sunlight and set in a park during winter. Bare trees and clear blue sky.

    An Inverted Yield Curve: What Does It All Mean?

    July 28, 2022
    • Investment Management
    As the Fed tightens monetary policy, the yield curve inverted, as it did before every recession since 1970. But does this mean a recession is imminent?
  • Spanish dictionary out of focus with area in focus by magnifying glass. Presbyopia. Older people

    Getting Clear on Uncleared Margin Rules

    July 26, 2022
    • Investor Services
    In September 2022, the final phase of the regulation on posting and collecting collateral as initial margin for OTC derivatives takes effect and will mainly impact the pension fund and traditional asset manager community. Derek Coyle discusses the scope of the sixth and final phase of the Uncleared Margin Rules (UMR).
  • ""

    Market and Portfolio Update Q3 2022

    July 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.
  • Full cover of the Summer 2022 issue of Women and Wealth Magazine

    Women & Wealth Magazine Summer Issue 2022

    July 25, 2022
    • Private Banking
    In this issue of Women & Wealth Magazine, we focus in on the value of communication as it relates to a range of subjects. We look at the criticality of intergenerational communication around wealth values, cover skills to teach our girls so they can thrive, discuss how to support a grieving friend and share guidance around how we can prepare ourselves to live in a world with more frequent disasters.
  • Giant red heart of money held by hands

    Love and Money: Why Communicating Values Matters

    July 25, 2022
    • Private Banking
    Adrienne Penta, executive director of the BBH Center for Women & Wealth, re-examines the criticality of intergenerational communication around wealth values. She discusses three steps for families to use in articulating, living and communicating their essential values.
  • Two girls are playing chess in the garden on the grass. An old wooden chessboard with pieces. Children's games on vacation. The rules of the game. Logical thinking. Think through the moves of the game

    From Confident Girls to Successful Women: A Look at Girls’ Education with Dr. Marisa Porges

    July 25, 2022
    • Private Banking
    Dr. Marisa Porges, head of school at the Baldwin School, discusses how we can teach girls the skills they need to thrive in today’s workplace.
  • Couple Standing Under Tree With Backs To Camera Overlooking Ocean

    How to Support a Grieving Friend

    July 25, 2022
    • Private Banking
    BBH Senior Advisor Ellen Perry provides lessons learned from the recent illness and death of her husband on how to show up and support friends who are grieving.
  • Juliette Kayyem

    Five Questions with Juliette Kayyem

    July 25, 2022
    • Private Banking
    In “Five Questions,” Juliette Kayyem, national security expert and author, shares guidance on how we can better prepare ourselves to live in a world with more frequent disasters.

  • Securities Lending in 2022: Staying on Course?

    July 21, 2022
    • Investor Services
    Capital and macro markets continue to present market participants and policymakers with a complex and dynamic environment that requires their flexibility to adapt. BBH’s securities lending team provides a mid-year assessment and outlook for H2 2022.
  • Full cover of the Summer 20212 InvestorView Magazine.

    InvestorView Summer Issue 2022

    July 18, 2022
    • Private Banking
    InvestorView looks at investing through market volatility, blockchain and the cryptoasset ecosystem, the increasing integration of investing and philanthropy and private air travel options and considerations.

  • Investing in Uncertainty

    July 18, 2022
    • Private Banking
    In the feature article of this issue of InvestorView, BBH Chief Investment Strategist Scott Clemons looks at investing in a perpetual state of uncertainty. He looks at the implications for asset allocation and investment implementation and in the end reminds us that price volatility is the friend of the patient and disciplined investor.
  • Illustration of woman overlooking her investments.

    Investing for Good: Aligning Your Investments and Your Philanthropy

    July 18, 2022
    • Private Banking
    BBH Chief Investment Officer Suzanne Brenner and Director of Philanthropic Advisory Kerri Mast discuss the ways in which the worlds of investing and philanthropy are becoming more integrated.
  • Private plane on tarmac.

    Private Air Travel Options and Tax Considerations

    July 18, 2022
    • Private Banking
    Travel by private aircraft offers a multitude of benefits; however, these advantages come at a price. Stacia Kroetz and Lindsay Hodgkins evaluate ownership options and related financial, legal, tax and regulatory matters for those considering private air travel.
  • National flag of United States of America dollar

    From Sea to Shining Sea: Exploring the Municipal Bond Market

    July 11, 2022
    • Investment Management
    Ranked among the highest state tax rates in the nation, it is not surprising that many residents of New York and California demand in-state bonds. The key question is whether the benefit of saving some state tax outweighs the better risk-adjusted return potential of a broader national opportunity set?
  • people wearing surgical masks

    Effective Nonprofit Board Governance in Tumultuous Times

    June 30, 2022
    • Private Banking
    Senior Wealth Planner Kerri Mast discusses effective board governance during complex and uncertain times.
  • Upward View of George Washington Bridge Tower on Sunny Day

    BBH Municipal Fixed Income Quarterly Strategy Update – 2Q 2022

    June 30, 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.
  • 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.
  • Five hands holding numbered hearts

    Five Steps to Creating a Charity

    June 24, 2022
    • Private Banking
    Senior Wealth Planner Kerri Mast discusses the steps to take to establish a new charitable organization.
  • Abstract water waves

    Swimming Upstream: Saving Taxes by Giving Back to Mom and Dad

    June 21, 2022
    • Private Banking
    We discuss upstream gifting, an increasingly popular estate planning technique that involves making gifts up the family tree, rather than downstream.
  • ""

    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 pair of hands shaking in the shape of a heart

    Please Pass the Values: Using Philanthropy to Communicate What Matters Most

    June 14, 2022
    • Private Banking
    Senior Wealth Planner Kerri Mast discusses how families can use philanthropy to create a platform for teaching the next generation about family values.
  • 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.
  • 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.

    10 Tips for Engaging Family Gatherings (Virtually)

    June 07, 2022
    • Private Banking
    Senior Wealth Planner Ali Hutchinson and BBH Senior Advisor Ellen Perry share tips for how you can effectively conduct your family meeting virtually.
  • 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.

  • There’s a Better Way: How Small-Business Owners and the Self-Employed Can Save More for Retirement

    May 24, 2022
    • Private Banking
    Relationship Manager Reed Smith and Retirement and Trust Associate Matthew Senger break down the differences in setup, administration and contribution limits among three retirement strategies for small-business owners and the self-employed: the SIMPLE IRA, the Solo 401(k) and the SEP IRA.
  • 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.
  • Woman sitting and looking out into a field of grass during sunrise.

    Women in Transition: Moving Forward After a Marriage Ends Due to Death or Divorce

    May 05, 2022
    • Private Banking
    Senior Wealth Planner Anne Warren discusses financial and logistical challenges following major life events like the death of a spouse or the dissolution of a marriage.

  • Top 10 Tips for Communicating During a Crisis

    May 01, 2022
    • Private Banking
    During a crisis, effective communication is critical for business leaders. We provide our top 10 tips for communicating with key stakeholders during a crisis.
  • 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.
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    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.
  • 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.
  • 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.
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    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.
  • Multi Generation Family Walking On Winter Beach With Dog Relaxing

    What We Believe: Principles of Successful Wealth Planning

    March 12, 2022
    • Private Banking
    Adrienne Penta, the executive director of the BBH Center for Women & Wealth, and Alison Hutchinson, a senior wealth planner, focus on the topic of families, wealth and communication, discussing the guiding principles that we believe help families create life-affirming, enduring, effective wealth plans.
  • 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.
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    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.
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    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.
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    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.