What is Collective Intelligence? Beyond the situational interaction of people and AI, it’s how firms can differentiate as emerging tech levels the playing field. We discuss the role of talent, investment decisions and use case application in navigating AI.

Sarah Holmes has been appointed Global Head of Securities Lending at BBH. Sarah will oversee product evolution, client engagement, and trading for Securities Lending, with a focus on advancing Securities Lending technology and data capabilities.

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You’ve packed for the Summer holidays, but don’t forget your T+1 Readiness reading! Check out our T+1 resources covering the key process areas that will be impacted. Stay tuned for more updates as the industry approaches key milestones.

You’ve packed for the Summer holidays, but don’t forget your T+1 Readiness reading! Check out our T+1 resources covering the key process areas that will be impacted, and stay tuned for more updates as the industry approaches key milestones.

Despite a volatile start to the year, investors can expect to find opportunities within the global securities lending market in 2023. Read the latest outlook from Robert Lees, BBH’s Global Head Securities Lending Trading:

As the industry continues to react to recent Money Market Fund regulatory updates from the #SEC, one thing is for certain: fund managers have a lot of work ahead to meet tight compliance deadlines. We look at next steps in our latest On the Regs blog post:

In the second FX quarterly of the year, strategists give their outlook for Q3 and examine how the major investment themes that held at the beginning of the year have been proven wrong.

As interest in listed and unlisted share classes ramps up, what should asset managers thinking about launching ETF share classes consider? We explain:

With the rise in private markets, Lata Vyas spoke to @fundseurope ahead of #FundForum about how alternative fund managers can adapt in order to gain access to private investors. Read Funds Europe’s Talking Heads coverage:

How can promoting D&I build resilient, relevant businesses of the future? BBH Partner Lorrie Gordon, joins the FundForum line-up to discuss how organizations can create diverse and inclusive cultures that drive innovation and employee engagement. #FundForum @IMpowerplatform

Our Private Business Owner Survey found most #businessowners are daunted by starting conversations with their families about #wealthplanning. But at BBH, we know communicating your values is key to long term success. Explore more from the survey:

With T+1 bringing so much change, you could easily miss the forest through the trees. Keith Haberlin shares his top 5 tips for how to seize the moment and use T+1 as an opportunity to make longer-term strategic shifts to your operating model.

The decision to sell a business is complex and the current state of economic uncertainty presents yet another challenge. See what private business owners had to say about charting a course for the future in our recent survey:

A positive investor experience can help asset managers raise assets, but managing across different time zones and cultures brings complexity. We explain how a transfer agent can bring better connectivity, technology and scalability to the operating model.

Michelle Sparrow is using her background in healthcare to now lead family food manufacturing business Sparrow’s Gourmet Snacks. See why she made our list of Women to Watch in 2023… and who joins her!

What would you tell your younger self? For Denise Mak, BBH’s Head of Service Delivery for Greater China, it would be to embrace new opportunities. Denise shares how she cultivates client relationships and navigates different cultural styles and needs.

U.S. T+1 is a chance to reignite automation efforts, but how can it be a competitive advantage in Securities Lending? We cover the important questions you should be asking as the T+1 deadline gets closer.

Shana Plott is the first female CEO in Coleman Lew Canny Bowen's history. See why she says it’s important to stay focused on the “main thing” and why she made this year’s list of Women to Watch.

As the hit show @succession #successionhbo says, “Every family has its traditions” – and that makes planning hard. In BBH’s own #succession guide, we examine the topic for private and #familybusinesses… from the founder to the next generation.

Meet Mike Gray, who re-joins BBH as Head of Alternatives Transfer Agency. Mike will be responsible for helping clients structure and service their alternative funds across all asset classes. Welcome back to the team, Mike!