Infuse Transfer Agency: Transparency for Global Distribution

October 12, 2021
  • Investor Services
BBH transfer agency clients now have access to a single source of real time data, providing a unique and differentiated investor and client experience.

Boston, MA, October 12, 2021 – Brown Brothers Harriman & Co. (BBH), today announced the successful deployment of Infuse Transfer Agency (“Infuse TA”), to its Transfer Agency clients. Infuse TA is a digital experience integrated into BBH’s Infuse™ client portal providing clients with a single view, in real time, of their entire investor onboarding process and shareholder register. Launched in 2020, over 60 asset managers distributing globally now have access to Infuse TA.

“There is a critical need in the TA industry for a single source of real-time data.” said Manuel Dienhart, Managing Director and Global Head of BBH’s TA. “After multiple years’ of planning and development, to launch Infuse TA and hear phrases like ‘game changer’ from our clients has been a fantastic validation of our technology strategy. We continue to focus on enhancing the asset manager and investor experience, which in return enables our clients’ growth.”

This new experience provides transfer agency clients with the following benefits:

  • Provides greater transparency with a real-time view of the status of investor account openings, risk ratings, AML controls and applicable AML requirements
  • Delivers efficiencies for investor relations and operations teams, helping them service investors more proactively
  • Enhances oversight of the account opening process to ensure a smoother experience for investors, and better reporting for management and Boards

About Brown Brothers Harriman

BBH is a privately held financial institution that has been a thought leader and solutions provider for over 200 years. The firm serves individuals, families, businesses and institutions in its three business lines: Private Banking, Investment Management, and Investor Services. BBH’s culture of accountability fosters deep and lasting relationships built on commitment, adaptability and trust. The company is independent, selective, and specialized by design.

BBH operates its global business out of seventeen offices located in New York, Boston, Beijing, Charlotte, Chicago, Dublin, Grand Cayman, Hong Kong, Jersey City, Kraków, London, Luxembourg, Nashville, Philadelphia, Tokyo, Wilmington, and Zürich.

BBH’s Investor Services business provides cross-border custody, accounting, administration, execution and technology services to many of the world’s leading asset managers and financial institutions.

BBH provides Transfer Agency services to Luxembourg, Ireland, U.K., Cayman, Bermuda, and Hong Kong domiciled funds and ETFs, as well as U.S. domiciled alternative funds, with institutional and wholesale investors in about 100 countries globally.

On September 7, 2021 State Street Corporation and BBH announced that they have entered into an agreement for State Street to acquire BBH's Investor Services business, including its custody, accounting, fund administration, global markets and technology services. Following the transaction, BBH will continue to independently own and operate its separate Private Banking and Investment Management businesses. The parties are targeting year-end 2021 to complete the acquisition, subject to regulatory approvals and customary closing conditions.

Brown Brothers 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 and is not intended as an offer to sell, or a solicitation to buy securities, services or investment products. 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. 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, or any of the content disclosed to third parties, without the permission of BBH. All trademarks and service marks included are the property of BBH or their respective owners. © Brown Brothers Harriman & Co. 2021. All rights reserved.

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


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