Transfer Agency

Global transfer agency and shareholder servicing

Differentiating your investor experience

Offering a best-in-class investor experience while meeting all regulatory requirements are top priorities for asset managers.

 

Our transfer agency experts deliver a premium service for you and your investors, helping you differentiate your investor experience and enable your distribution, while maintaining the highest standards of risk management.

 

We service Luxembourg, Ireland, U.K., Cayman Islands, Bermuda, and Hong Kong domiciled funds and ETFs, as well as U.S. domiciled alternative funds, with institutional and wholesale investors in over 100 countries globally.

Brown Brothers Harriman Continues its Journey to Deliver the Best Investor Experience in the Industry

November 28, 2022
BBH Transfer Agency clients benefit from digital capabilities to navigate the investor onboarding process more efficiently.
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Setting the industry

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.

Our Latest Insights

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    The Investor Experience: Managing Your Transfer Agent’s AML and Sanctions Program

    BBH’s Amy Morris explains how the transfer agent’s AML/Sanctions program can help the fund and asset manager mitigate risks effectively while providing a best-in-class experience for their investors.
  • A Flying Through Digital Data Web Spy Tunnel, digital nodes and connection paths

    The Investor Experience: How an Effective Transfer Agent can Help Managers Grow

    BBH’s Denise Mak and David Weibe explain how the transfer agent, as a natural extension of the asset manager’s operating model, can facilitate an investor experience that is key to enabling growth.
  • Close up image of gear stick

    FundForum 2022: Meet Up to Change Up

    Asset managers are facing increasingly rigorous regulatory scrutiny and fast paced technological change as they continue to grapple with market shifts. So when IMpower’s FundForum event called on senior industry leaders to share their collective experience and wisdom, they readily gathered to discuss the next phase of evolution. BBH's Janet Du Chenne reports on the main themes.

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.

Eimear Hennigan

Managing Director
Investor Services
Dublin | Ireland

Contact Us

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