Articles from Brown Brothers Harriman

Brown Brothers Harriman (BBH) today announced that Darrell Holley has joined the firm as a Managing Director in its Corporate Advisory and Banking business. Based in Texas, Darrell will advise private companies and their owners across the energy and commodities sectors, further expanding BBH’s presence in one of its most important strategic markets.

Brown Brothers Harriman (BBH) is pleased to announce it has been awarded the Asset Class Group Award for Fixed Income at the 2026 LSEG Lipper Fund Awards banquet. This award recognizes superior firm-wide results in fixed income performance and was awarded to only one firm—out of 91 in the category—in the United States. It is for performance over the three-year period ending in November 2025.

Brown Brothers Harriman (BBH) Investor Services’ 13th annual Global ETF Investor Survey of institutional investors, fund managers, and financial advisors highlights strong enthusiasm for new ETF structures, even as investors refocus on fundamentals to generate alpha amid heightened market volatility. This year’s findings show that 96% of investors plan to increase their ETF allocations over the next 12 months, matching last year’s record‑high level and reinforcing the ETF structure’s central role in portfolios during periods of market uncertainty.

Brown Brothers Harriman (BBH), a privately held global financial services firm, and SimCorp, a leading global financial technology company, today announced a new strategic alliance to address the needs of global asset managers requiring an integrated, end-to-end technology, data, and services solution.

Private business owners are placing renewed focus on passing down their wealth and businesses. However, new research from Brown Brothers Harriman (BBH) reveals that many owners struggle with when to tell the next generation about their plans and how best to prepare them. The survey highlights gaps in succession planning, mixed confidence in next-gen readiness, and continued emphasis on growth, even as owners reconsider dividend policies and forego equity to maintain business growth rates.

Brown Brothers Harriman (BBH) today released its first Private Markets Investor Survey, which captures the ideas and opinions about private market investments from 500 institutional investors and wealth advisors from the United States, the United Kingdom, Germany, Switzerland, and Japan. The survey finds that the majority of investors (91%) plan to increase their holdings of private markets alternatives within the next two years. This desire to increase is fueled by the fact that 94% feel they are under-exposed to private markets and need to catch up.

Brown Brothers Harriman’s 12th annual Global ETF Investor Survey of institutional investors, fund managers and financial advisors identifies a paradigm shift across the ETF landscape. The report reveals that a remarkable 95% of investors intend to increase their ETF allocations over the next 12 months, an increase from 82% in last year’s survey. This sentiment portends that investors will continue to utilize the flexibility of the ETF wrapper in the face of heightened volatility, by leveraging the wide range of asset classes and strategies that are now available in ETF form.

Private business owners are concerned about the current political environment, economic conditions, federal regulations, and the use of AI in the lead-up to the presidential election in November. According to new research from Brown Brothers Harriman (BBH), private business owners identified economic instability and inflation (47%), the rise of AI (45%), and the political environment in the U.S. (45%) as three of the biggest challenges they face today.

As the ETF industry reaches a milestone of $12.71 trillion in global assets, the Brown Brothers Harriman 2024 Global ETF Investor Survey finds that investors plan to further increase their use of ETFs in the next year, while also expanding the number of ETF providers they invest with. Active ETFs, which have grown at a staggering 38.4%i annual rate over the past 10 years, will continue to be a focus for ETF investors as they seek downside protection while pursuing new and innovative opportunities.

The Private Banking arm of Brown Brothers Harriman & Co. (BBH) is pleased to announce the expansion and strengthening of its Corporate Advisory and Banking team in Philadelphia with the hiring of Dan Vereb. This is reflective of the firm’s deep commitment to Philadelphia and the mid-Atlantic region, its private business owners, and to their families.