Banks

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.

How we work with Banks

We offer a full suite of US sub-custody and global custody services for all investment types.

 

We safeguard your assets as if they were our own. Our approach is based on timely and efficient servicing, accessible and transparent data, and robust risk mitigation.

 

We select the leading sub-custody providers in each market, ensuring you receive comprehensive market intelligence and the highest levels of service. Our Network Team experts guide you through the nuances and complexities of each local market in support of your investment strategies.

Connect your solutions, our solutions, and third-party solutions with Infomediary Data Services, to better support front office decision-making.

Infomediary is a powerful data integration engine that streamlines data transfers, standardizes information flows, and creates a secure, flexible data connectivity layer that is under your complete control. 

Infomediary insulates you from the distractions of multiplying data sources, new data formats, counterparty changes, and SWIFT compliance. We also facilitate API-enabled data transmission across your operating model. 

Make your operational data work for you—without the friction of multiple, complex data integrations. 

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


Reduce cost and risk by insourcing our technology along with our white-labeled digital client platform, Infuse™, to offer a robust global custody offering. With our dedicated operational servicing teams, we work together to help you meet your client demands.

Scale beyond global custody with our global sub-custody network, foreign exchange, and securities lending offerings.

Our Latest Insights

  • blue background with globe

    In Focus – A Look Forward: 2021 Tax Changes Impacting Global Portfolio Investors

    In this edition of In Focus, we provide a comprehensive list and breakdown of local law changes impacting tax rates, documentation, and market procedures, as well as newly ratified Double Taxation Avoidance Treaties (DTAT) and protocols that result in a tax rate impact to our clients.
  • Sticky notes stuck to a wall, each note has one word written on it that relates to 'strategy'

    An Outcome-Based Approach to Data Strategy and Investment

    We need to change how we talk about data. As an industry, we should reject a focus on or investments in data not linked to highly specific outcomes.
  • Close up of glasses on blurry city background. Clean vision concept. 3D Rendering

    In it Together: AML Responsibilities Should Be Crystal Clear

    The hallmark of a well-functioning anti-money laundering program (AML) is a clear delineation of roles and responsibilities. We explore how fund boards and asset managers can mitigate risk in an increasingly complex operating environment.

As a bank ourselves, we understand the challenges you face. We work with you to deliver asset servicing, digital solutions, and data services to increase efficiencies, uncover new revenue streams, and support differentiation in a highly competitive market.



Cate Dawson

Senior Vice President
Boston, MA | USA

What We Offer

  • Custody and Fund Services

    Specialist expertise across the full suite of custody and fund services

  • Technology and Data Services

    Technology and data services for 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 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.

This browser is not fully supported by our public website and may not display or function as expected for this reason. Please note, the Infuse Portal and BBH client applications fully support the IE 11 browser.

Important Information for Non-U.S. Residents

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


captcha image

Type in the word seen on the picture

I am a current investor in another jurisdiction