Transfer Agency

Global transfer agency and shareholder servicing

Exceptional investor experience isn't our aim - it's our standard

As your products, distribution strategies, and investors evolve, so does the complexity of your operations. Without the right partner, this can lead to increased risk and a fragmented investor experience, making it harder to attract and retain investors and distributors to grow your business.

Our transfer agency solutions are designed to fully integrate into the global investment ecosystem, delivering a streamlined and superior investor experience at every stage of the investment cycle.

From digital onboarding to local time-zone support, our TA experts and investor relations managers partner with you, your distributors, and your investors every step of the way. A single, real-time view into onboarding, investor activity, and shareholder registers enables informed decision-making, helping you stay ahead of regulatory and investor expectations and maintain a competitive edge.

What We Offer

Your investors benefit from a team of experts, including a dedicated Investor Relations Manager, focused on their needs. Local time-zone support and a single technology platform globally enables us to deliver a high-touch, harmonized investor experience throughout the investment lifecycle.

We employ a combination of BBH proprietary systems and leading vendor applications to create a purposefully-designed, scalable, open-architecture operating platform, used by managers, investors, and BBH teams globally. Our platform facilitates interactions between you and your investors, and supports evolving distribution models across diverse financial and regulatory environments.  

We provide consistent access to data and reporting, irrespective of domicile. Our digital client platform, Infuse®, allows full transparency into the transfer agency process with access to real-time data to enable more timely decision-making, save time, and mitigate risk.

Infuse provides a single view into all account openings in progress across your funds, access to the shareholder register, and audit trails along the onboarding journey. You can access real-time transaction reporting, special events, trade data and a suite of reports.

Servicing many of the most successful cross-border asset managers globally, we provide country and regional expertise on market entry, distribution channels, the competitive landscape, product types, and asset flows.

With connectivity to all major global platforms (such as Allfunds, Fundsettle, Vestima, NSCC, EMX, TDCC) and extensive experience of onboarding these relationships, we help you open doors to new markets, navigate their individual nuances, and understand local investor trends.

We deliver an exceptional and differentiating service, through our integrated global service model and a digital experience that provides you with a single, real-time view of your entire investor onboarding process and ongoing shareholder activity.

Denise Mak

Managing Director
Investor Services
Hong Kong | China

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