Boston, MA, USA
November 1,
2002
Wealth Management Case Study: Brown Brothers
Harriman and Adhesion Technologies
Report Published by Celent
Founded in 1818 and headquartered in New York, Brown
Brothers Harriman (BBH) is the oldest private bank in the US. BBH focuses
on providing various products and services designed for its high net worth
and institutional clients.
This case study examines BBH’s US Private Client
Group (which serves the wealth management needs of high net worth clients)
and its endeavor to launch a Web-based wealth management solution that
could duplicate BBH’s offline status as a well-respected private bank.
The study looks at the entire vendor evaluation process undertaken by BBH
and how it came to decide on Adhesion Technologies as its major
third-party vendor for the entire project. The study also describes the
actual implementation process and BBH’s assessment of its on-going
relationship with Adhesion Technologies.
A Table
of Contents is available online.
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