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  • Private Banking
  • Giant cartoon hand dropping a gold coin into a building like a piggy bank
    • Private Banking
    Investing in private markets is an important component of many client portfolios. We provide advice on how to construct a prudently sized private markets portfolio with adequate diversification.
  • Huge pile of green apples, with 4 red apples placed on the top
    May 08, 2023
    • Private Banking
    We review the reasons that we prefer and recommend concentrated and actively managed investment strategies.
  • Stock graph and chart with business candlestick. Financial static analysis with growing financial charts.
    • Private Banking
    BBH Private Banking Co-Chief Investment Officers Suzanne Brenner and Justin Reed review the markets and provide an update on our current portfolio positioning and priorities.
  • A Woman and a Man standing on a laptop looking at a print out
    April 19, 2023
    • Private Banking
    Co-Chief Investment Officer Suzanne Brenner covers steps we take when rebalancing our clients’ portfolios.
  • Close up on a conceptual clock with the text early late and on time. Concept of good timing and choosing the right moment.
    April 11, 2023
    • Private Banking
    Co-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.
  • Two businessmen and a business woman looking through magnifying glasses and binoculars
    February 08, 2023
    • Private Banking
    Co-Chief Investment Officer Suzanne Brenner explores how the various aspects of our asset allocation, portfolio construction, risk management, and manager selection processes work together to create value for clients.
  • February 02, 2023
    • Private Banking
    In this issue of InvestorView, we discuss our outlook for the markets and economy in 2023, explore how to guide trustees to ensure that trust distributions are rooted in purpose, and look at how to manage cognitive bias.
  • February 02, 2023
    • Private Banking
    In the feature article of this issue of InvestorView, BBH Chief Investment Strategist Scott Clemons covers our outlook for the markets and economy in 2023. He considers the state of play as we embark on the 23rd year of this century and discusses what we’re watching as the year progresses.
  • Market-Portfolio-Update-Q1-2023-Cover
    January 24, 2023
    • 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.
  • 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
    October 27, 2022
    • Private Banking
    We discuss factors that come into play when investing for endowments and foundations.
  • "Top 10" written on chalk board
    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.
  • ""
    • 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  20212 InvestorView Magazine.
    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.
  • 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.
  • Abstract depiction of blockchain.
    • Private Banking
    We speak with Chief Investment Officer Suzanne Brenner and Deputy Chief Investment Officer Justin Reed to get a closer look at blockchain and the cryptoasset ecosystem.
  • July 12, 2022
    • Private Banking
    In this video, BBH Chief Investment Strategist Scott Clemons discusses current market dynamics, explains how to calculate your organization’s unique spending rate, and provides tangible solutions to organizations grappling with these issues.
  • 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.
  • ""
    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.
  • 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
    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.
  • 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.
  • A road intersection with a sign post with the words inflation, housing, interest rates, markets and unemployment.
    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.
    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
    January 26, 2022
    • Private Banking
    Barry Mills, former president of Bowdoin College, shares some of his more important lessons for endowments and foundations as they seek to navigate the challenges and opportunities present in 2022.
  • 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.
  • 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.
  • 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.
  • 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.
  • Colorful gears forming a human brain with beige background
    April 28, 2020
    • Private Banking
    Chief Investment Strategist Scott Clemons shares why maintaining a disciplined investment approach can help overcome the behavioral biases that a crisis often brings.
  • A senior-aged couple sit together on a beach on top of a giant coin-jar to symbolize living on retirement savings
    March 04, 2020
    • Private Banking
    The new Secure Act rewrites the rules of the road for IRA owners, especially those who might inherit IRAs. Now is a good time to review your retirement planning anew.
  • large hand holding a small home in it's palm with a key on it's finger
    December 06, 2019
    • Private Banking
    Wealth Planner Stacia Kroetz addresses a common question we see clients wrestle with: Should I buy a house with my trust or other assets?
  • Colorful cartoon city
    May 29, 2019
    • Private Banking
    In the feature article of this issue of InvestorView, Chief Investment Strategist Scott Clemons examines the rationale for including international and emerging markets in a well-balanced investment portfolio.
  • Manager Spotlight Interview with Rajiv Jain from GQG Partners cover
    November 05, 2018
    • Private Banking
    We sit down with Rajiv Jain – founder, chairman, chief investment officer and portfolio manager at GQG Partners – to discuss his investing background and approach, the role of emerging markets equities in an investment portfolio and where he sees today’s opportunities.
  • floating five stars (5) rating symbols in front of a businessman. The business man holding up his hand to select which rating he wants to pick.
    July 26, 2018
    • Private Banking
    We take a deep dive into what we mean when we talk about “quality” investing.
  • Black and white alarm clock standing next to an open laptop which has financial charts and graphics on the screen
    May 04, 2018
    • Private Banking
    We examine the distinction between time- and capital-weighted returns, looking at them through two separate lenses: capacity as well as conviction and timing.
  • Illustration of a man on a ladder greasing a machine turning a globe of the earth
    November 28, 2017
    • Private Banking
    In the feature article of this issue of InvestorView, Chief Investment Strategist Scott Clemons discusses investment risk: how to define it, measure it and manage it.
  • Business man trying to decide between two closed doors
    November 02, 2017
    • Private Banking
    We discuss the pitfalls of the value vs. growth investing framework and look at our preferred model: quality and discount to intrinsic value.
  • Close-up of 100 dollar bill with random blank puzzle pieces on top of it
    August 30, 2017
    • Private Banking
    We discuss the importance of tax-efficient investing and cover five ways in which BBH seeks to improve after-tax returns for clients.
  • Drawer full with reading glasses
    April 26, 2017
    • Private Banking
    InvestorView sits down with Chad Clark and Brian Vollmer – portfolio manager and co-portfolio manager, respectively, at Select Equity Group, one of our third-party managers – to discuss their investing backgrounds and investment philosophy, identifying “SEG Pedigree” businesses and the opportunity set in international equities.
  • Workers climbing scaffolding on construction site
    November 28, 2016
    • Private Banking
    Chief Investment Strategist Scott Clemons discusses BBH’s differentiated approach to building investment portfolios. He looks at the two requirements of robust portfolio construction: asset allocation driven by an investor’s needs, along with capital allocation driven by partnering with managers who take a fundamental approach to investing.
  • A large green arrow pointing up with a cartoon man thinking inside and next to it a large red arrow pointing down with an identical cartoon man thinking
    July 29, 2015
    • Private Banking
    We provide an overview of long/short equity investing, discuss its attractive characteristics and challenges, and share our criteria for partnering with long/short investment managers.
  • Hand picking up a Business man from a group of people, Human Resources concept to choose perfect candidate
    October 21, 2014
    • Private Banking
    In this quarter’s feature, Partner Rick Witmer provides an in-depth overview of our approach to selecting third-party investment partners on behalf of our clients.
  • Nine different coloured marbles
    August 07, 2014
    • Private Banking
    Partner Rick Witmer examines alternative approaches to asset allocation, while debunking a common misconception in the investment world.

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