Custody, technology, and data solutions for global financial institutions

Helping to enhance your value proposition

Financial institutions are evolving their offerings to align with increasing investor demand for diversified and customized investment opportunities.


To compete, you need to meet these demands while managing risk, driving innovation, scale, and maintaining clients’ trust.


Whether you require a best-in-class custodian, are looking to acquire new technology, or build in-house, we partner with you to help create additional revenue streams, access new clients, streamline your operating model, and reduce costs.

T+1 Settlement and Beyond

As the world watches the U.S. market plan for a T+1 cycle for securities settlement, other countries are assessing similar moves. BBH is working with clients to help them optimize their global operating models and support their readiness for this major industry shift.

How we work with Banks

We offer a full suite of US sub-custody and global custody services, including global tax services.


We safeguard your assets as if they were our own, aiming to deliver the highest levels of service through a service model which is customized to your needs. We also offer direct access to our tax experts for efficient tax handling and compliance with all global regulations.


We seek to ensure operational excellence through our single global technology platform, allowing timely and transparent data delivery alongside robust risk mitigation.

Get to Know Cate Dawson, Global Head of Product for Financial Institutions.

Cate Dawson shares how she visualizes and designs solutions for clients, and discusses how our ‘Custody & Beyond’ approach for banks recognizes the importance of partnership in helping them achieve their growth objectives.

Access to timely, consistent, complete, and accurate data is critical to manage your business and make the right decisions.


Financial institutions need to work with a trusted partner who not only offers a technology solution, but also understands their business, operations, workflows, and regulatory environment.


BBH Infomediary® Data Solutions provides a broad set of data management capabilities that combine our powerful connectivity and data platform with our asset servicing expertise.


Read more on Infomediary® Data Solutions here.

Partner with us to differentiate and compete in your local market and protect high-revenue streams.


Reduce cost, risk, and time to market by insourcing our technology along with our white-labelled digital client platform, Infuse®. With our experienced operational servicing teams, we work together to design a solution to meet your needs and your client demands.


Expand your product offerings using our global sub-custody network, FX, securities lending, and ETF platforms.

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What We Offer

  • Custody and Fund Services

    Specialist expertise across the full suite of custody and fund services

  • Infomediary Data Solutions

    Technology + Managed Services to Power Your Operating Model

  • Securities Lending

    Tailored programs to deliver performance, control and transparency

  • Foreign Exchange

    Operational and strategic FX services and technology

  • Regulatory Intelligence

    Global regulatory insights for asset managers and banks

Contact Us

Brown Brother Harriman & Co. (“BBH”) may be used to reference the company as a whole and/or its various subsidiaries generally. This material and any products or services may be issued or provided in multiple jurisdictions by duly authorized and regulated subsidiaries. This material is for general information and reference purposes only and does not constitute legal, tax or investment advice, nor should it be construed in any way as tax, accounting, legal or regulatory advice. Any reference to tax matters is not intended to be used, and may not be used, for purposes of avoiding penalties under the U.S. Internal Revenue Code, or other applicable tax regimes, or for promotion, marketing or recommendation to third parties. This material does not constitute an offer or solicitation to sell or buy securities, services or investment products in any jurisdiction where, or to any person to whom, it would be unauthorized or unlawful to do so. All information has been obtained from sources believed to be reliable, but accuracy is not guaranteed, and reliance should not be placed on the information presented. This material may not be reproduced, copied or transmitted without the permission of BBH. Pursuant to information regarding the provision of applicable services or products by BBH, please note the following: Brown Brothers Harriman Fund Administration Services (Ireland) Limited and Brown Brothers Harriman Trustee Services (Ireland) Limited are regulated by the Central Bank of Ireland, Brown Brothers Harriman Investor Services Limited is authorized and regulated by the Financial Conduct Authority, Brown Brothers Harriman (Luxembourg) S.C.A. is regulated by the Commission de Surveillance du Secteur Financier. All trademarks and service marks included are the property of BBH or their respective owners.

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