Institutional digital access

Control travels.
Authority does not.

A secure web application for authorised oversight of custody positions, operating cash, settlement, corporate actions and mandate evidence — from the desk or a trusted mobile device.

Client login Explore the operating view
01
Named permissions
02
Mandate controls
03
Traceable evidence
Custody professionals reviewing a secure institutional control surface in London
Secure browser sessionMandate-level visibility

Custody command

One controlled view of the mandate.

The application organises institutional information around the operating decisions users are authorised to review or initiate. Available views depend on each appointment and permission profile.

Mandate view

Consolidated safekeeping

Illustrative interface
Asset statusSafekeptSegregated positions
Operating cashMulti-currencyMandate-defined accounts
ReconciliationControlledEvidence retained
Position historyGBP · USD · EUR
Control status
  • GBP custodyMatched
  • USD settlementControlled
  • EUR operating cashAvailable

Interface shown for design illustration. Functions, data and permissions are configured according to each client mandate.

Institutional custody views shown across two smartphones and a tablet
Browser accessDesktop · tablet · mobile

Installable web application

Built for iPhone.
Built for Android.
Governed for both.

Use Digital Access in the browser or add the BHL web application to a compatible device. Installation creates a dedicated home-screen icon; it does not change the permissions attached to the user.

No installation required. Authorised clients may always continue securely in a supported web browser.

UK institutional context

Digital control at institutional scale.

UK investment management reached a new high in 2024. These verified market figures provide context for the scale of information, evidence and oversight institutional users require.

01£10.0tn

UK assets under management

10% growth in 2024
02£3.8tn

UK institutional client assets

At the end of 2024
03£2.0tn

Pension client assets

51% of institutional AUM

Source: The Investment Association, Investment Management Survey 2024–25. Market figures are not presented as BHL client assets.

Access architecture

Permission is specific.
Evidence is permanent.

Digital access is designed around the named user, the authority granted and the action requested. The interface does not expand the legal or operational perimeter of a mandate.

Named user permissions

Views and actions align with assigned roles and the agreed operating model.

Mandate-level approval

High-impact instructions can follow maker-checker or dual-authorisation controls.

Session & device discipline

Access remains subject to authentication, session controls and supported devices.

Traceable evidence

Instructions, decisions, exceptions and outcomes support an accountable record.

Dual hardware security keys and an institutional biometric access device
Dual controlAuthorised access only

Authorised access

Enter the mandate through one controlled door.

Existing users can enter Digital Access now. New institutional relationships begin with due diligence, documentation and an agreed appointment.

Client login Discuss access