Consultants and Advisors

Insights exchange through dedicated engagement programs

Collaborating to drive client success

As economic uncertainty challenges the viability of complex, multi-year technology and operating model implementations, asset managers and banks are turning to their service providers and consultants for guidance on the way forward.

 

We maintain close communication with the consultant and advisor community through a dedicated insights exchange program, including open access to our product experts and regular updates on our capabilities and service offering.

About Our Consultant Engagement Program

Bi-directional insights sharing is the cornerstone of our engagement program.

 


Through the BBH Consultant Exchange, we create regular, open dialogue about market developments and trends we are seeing across our shared client base, and collaborate on ideas to help our clients achieve their goals.

 

 

 

Contact us to learn more about our program or subscribe to our updates.

 

We view the consultant advisor community as an extension of our team, and make our subject matter experts available as you embark on new projects and deliver new service offerings.


Whether it’s a question about a regulatory development, or a comprehensive workshop on alternatives or securities lending, we’re here to help.

Your business doesn’t stand still, and neither does ours.


We host regular update sessions to keep you informed of our recent product and service enhancements and welcome your feedback on our development plans.

Future Ready Operating Model: Flexibility for an Uncertain Future

June 24, 2021
As asset managers and financial institutions map out the future of their business, asset servicers will play a pivotal role in driving ideal outcomes.

Our Latest Insights

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    Here we discuss how the strategic use of automation can enable service providers to support their client’s growth.
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    ETF Innovation Continues to Open Doors for More Dynamic Investing

    In our eighth annual ETF Survey, we outline the emerging trends in usage, selection, and demand for exchange-traded funds.

What We Offer  

  • Alternative Fund Services

    Custody, administration and investor services for liquid and illiquid assets

  • ETF Services

    Comprehensive custody and administration services for ETFs

  • Cross-Border Fund Services

    Specialist services for globally distributed funds

  • Foreign Exchange

    Operational and strategic FX services and technology

  • Securities Lending

    Tailored programs to deliver performance, control and transparency

  • Custody and Fund Services

    Specialist expertise across the full suite of custody and fund services

  • Depositary & Trustee

    Expert global trustee and depositary servicing

  • Investment Operations

    Open architecture platform of technology and managed services

  • Technology and Data Services

    Technology and data services for your operating model

Contact Us

Brown Brother Harriman & Co. (“BBH”) may be used as a generic term 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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You are required to read the following important information, which, in conjunction with the Terms and Conditions, governs your use of this website. Your use of this website and its contents constitute your acceptance of this information and those Terms and Conditions. If you do not agree with this information and the Terms and Conditions, you should immediately cease use of this website. The contents of this website have not been prepared for the benefit of investors outside of the United States. This website is not intended as a solicitation of the purchase or sale of any security or other financial instrument or any investment management services for any investor who resides in a jurisdiction other than the United States1. As a general matter, Brown Brothers Harriman & Co. and its subsidiaries (“BBH”) is not licensed or registered to solicit prospective investors and offer investment advisory services in jurisdictions outside of the United States. The information on this website is not intended to be distributed to, directed at or used by any person or entity in any jurisdiction or country where such distribution or use would be contrary to law or regulation. Persons in respect of whom such prohibitions apply must not access the website.  Under certain circumstances, BBH may provide services to investors located outside of the United States in accordance with applicable law. The conditions under which such services may be provided will be analyzed on a case-by-case basis by BBH. BBH will only accept investors from such jurisdictions or countries where it has made a determination that such an arrangement or relationship is permissible under the laws of that jurisdiction or country. The existence of this website is not intended to be a substitute for the type of analysis described above and is not intended as a solicitation of or recommendation to any prospective investor, including those located outside of the United States. Certain BBH products or services may not be available in certain jurisdictions. By choosing to access this website from any location other than the United States, you accept full responsibility for compliance with all local laws. The website contains content that has been obtained from sources that BBH believes to be reliable as of the date presented; however, BBH cannot guarantee the accuracy of such content, assure its completeness, or warrant that such information will not be changed. The content contained herein is current as of the date of issuance and is subject to change without notice. The website’s content does not constitute investment advice and should not be used as the basis for any investment decision. There is no guarantee that any investment objectives, expectations, targets described in this website or the  performance or profitability of any investment will be achieved. You understand that investing in securities and other financial instruments involves risks that may affect the value of the securities and may result in losses, including the potential loss of the principal invested, and you assume and are able to bear all such risks.  In no event shall BBH or any other affiliated party be liable for any direct, incidental, special, consequential, indirect, lost profits, loss of business or data, or punitive damages arising out of your use of this website. By clicking accept, you confirm that you accept  to the above Important Information along with Terms and Conditions.

 
1BBH sponsors UCITS Funds registered in Luxembourg, in certain jurisdictions. For information on those funds, please see bbhluxembourgfunds.com


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