Wealth Management
A history of protecting and growing wealth for individuals and families over generations
At Brown Brothers Harriman our purpose is straightforward: to protect and grow our clients’ wealth.
Our approach is what sets us apart. We start with a deeply held investment culture and combine that with insightful, integrated wealth planning and exemplary service to give our clients the most thoughtful and comprehensive long-term investment experience possible. Our clients' experience with us is underpinned by a tradition of stability and longevity created by our partnership structure.
We manage wealth according to a strong, disciplined investment philosophy that is focused on capital preservation and long-term ownership. We are value investors. We insist on knowing exactly what we own and why we own it. This leads to transparent and comprehensible investment strategies that give our clients confidence in their investments at BBH.
Our client relationship teams include experienced investors as well as formerly practicing trust and estate lawyers who provide complementary wealth planning and relationship managers who deliver outstanding service.
Learn more about the following wealth management services for our private clients.
Investment Advisory
Striving to preserve and enhance wealth through disciplined investing
The ultimate objective of investment management at Brown Brothers Harriman is the preservation and growth of our clients’ wealth in a real, inflation adjusted sense.
Learn about Investment Advisory
Wealth Planning
Partnering with clients and families to achieve personal, financial, and philanthropic goals
Our highly experienced wealth planners work with our clients legal and tax advisors to provide counseling and education to clients and their families on trust and estate, tax, and financial planning matters as they relate to the client’s personal goals and overall investment strategy.
Learn about Wealth Planning
Fiduciary Services
Offering localized fiduciary services through our BBH Trust Company
The core of our Trust offering is our experience and expertise in acting as a trustee or executor.
Learn about Fiduciary Services
Corporate Banking Services
Providing our wealth management clients customized banking and lending services
At Brown Brothers Harriman, we offer our clients flexible, timely secured lending in the form of personal loans and lines of credit.
Learn about Private Client Lending
Our Wealth Management professionals work with a variety of clients:
Business Owners
Endowments and Foundations
Non-US Clients
Intermediaries
Click here to see Chief Investment Strategist Scott Clemons on Bloomberg's "Lunch Money."
BBH Wins Twice at the 2013 PAM Awards. Read More
BBH Ranks First in Luxury Institute's Survey of Wealth Management Firms. Read More
View BBH Wealth Management Accolades