Whether changing managers or changing investment strategy, restructuring a portfolio incurs both expense and risk. Engaging an independent transition management specialist can bring discipline and accountability to the process. Northern Trust Securities LLP helps clients of all types manage both the direct and indirect costs of transitioning portfolios.
We offer a distinctive, personalised approach to transition management that can support any asset class and that minimises both the direct and indirect costs associated with a portfolio restructure.
We create and execute customised strategies for each transition event – rooted in your current portfolio, your target portfolio, and your specific goals and objectives.
Turn to Northern Trust for a transition processing that offers:
We listen and consult with you to understand the context and objectives around the transition: overall allocation, benchmark and manager changes, timing concerns and risk restrictions.
Northern Trust has institutional brokerage offices in Chicago, New York, London, Sydney, and Hong Kong.
For more information about our Transition Management services, speak with your Northern Trust relationship manager or contact Ben Jenkins.
Guy is a Senior Vice President and the Head of Global Equities for Northern Trust’s institutional brokerage business in EMEA and APAC. Guy joined Northern Trust with the acquisition of Aviate Global, where he was a co-founder and CEO of Aviate. He is a member of Northern Trust Securities’ senior leadership and principally responsible for trading and distribution. Guy manages Northern Trust Securities’ sales, trading and operations teams in London, Hong Kong and Sydney.
Guy, has a degree in International Business Management and Finance from Massey University in New Zealand. Prior to founding Aviate, Guy worked at Credit Suisse, Salomon Brothers, Citi and Knight.
Northern Trust Corporation. Head Office: 50 South La Salle Street, Chicago, Illinois 60603 U.S.A. Incorporated with limited liability in the U.S. Products and services provided by subsidiaries of Northern Trust Corporation may vary in different markets and are offered in accordance with local regulation. For more information, read our legal and regulatory information about individual market offices.
This material is directed to professional clients only and is not intended for retail clients.
Issued in the United Kingdom by Northern Trust Securities LLP.