Family Office Services

 
 
Click to close drop down menu.

As a leading wealth management firm, we offer proactive expert advice and comprehensive capabilities including financial planning, investment management, private and business banking, trust and estate services, philanthropic advisory, online services and family office solutions.

Go to Wealth Management
We provide asset administration and trust and fiduciary services to families and individuals of substantial wealth, their family offices and their foundations and endowments. We deliver exceptional personal service, underpinned by institutional-strength operational capabilities.
Go to Wealth Management

We provide asset administration and trust and fiduciary services to families and individuals of substantial wealth, their family offices and their foundations and endowments. We deliver exceptional personal service, underpinned by institutional-strength operational capabilities.

Go to Wealth Management
We provide asset administration and trust and fiduciary services to families and individuals of substantial wealth, their family offices and their foundations and endowments. We deliver exceptional personal service, underpinned by institutional-strength operational capabilities.
Go to Wealth Management
 
Click to close drop down menu.
Institutional
Learn about asset management solutions including: global index management, active equity and fixed income, target retirement date funds, and manager of manager programs.
Go to Institutional
Individual
Get answers to your investment challenges with asset management capabilities including alternatives, exchange traded funds, fixed income, mutual funds and tax-advantaged equity.
Go to Individual
Discover our asset management solutions and investment capabilities in index management, cash management and active equity and fixed income.  Learn more about our tailored expertise including benchmark customisation, responsible investing and investment programme oversight.
Go to Asset Management
Discover our asset management solutions and investment capabilities in index management, cash management and active equity and fixed income.  Learn more about our tailored expertise including benchmark customisation and investment programme oversight.
Go to Asset Management
Discover our asset management solutions and investment capabilities in index management, cash management and active equity and fixed income.  Learn more about our tailored expertise including benchmark customisation and investment programme oversight.
Go to Asset Management
Discover our asset management solutions and investment capabilities in index management, active equity and fixed income. Also learn more about our tailored expertise including benchmark customisation and responsible investing.
Go to Asset Management
Learn about asset management solutions incorporating equity and fixed income products that employ active, passive or quantitative investment approaches, manager of managers oversight programs including alternatives exposure, as well as transition management and securities lending services.
Go to Asset Management
Discover our asset management solutions and investment capabilities in index management, cash management and active equity and fixed income.  Learn more about our tailored expertise including benchmark customisation and investment programme oversight.
Go to Asset Management
 
Click to close drop down menu.
Learn about asset servicing solutions including corporate banking, cross-border pooling, execution services, fund services for traditional and alternative funds, global custody, investment operations outsourcing, investment risk and performance analytical services, securities lending, transition management and treasury services.
Go to Asset Servicing
Learn about asset servicing solutions including cash management, cross-border pooling, fund services for traditional, alternative and exchange traded funds, foreign exchange, global custody, investment operations outsourcing, investment risk and performance analytical services, securities lending and transition management.
Go to Asset Servicing
Learn about asset servicing solutions including cash management, cross-border pooling, fund services for traditional, alternative and exchange traded funds, foreign exchange, global custody, investment operations outsourcing, investment risk and performance analytical services, securities lending and transition management.
Go to Asset Servicing
Learn about asset servicing solutions including cash management, cross-border pooling, fund services for traditional, alternative and exchange traded funds, foreign exchange, global custody, investment operations outsourcing, investment risk and performance analytical services, securities lending and transition management.
Go to Asset Servicing
Learn about asset servicing solutions including cross-border pooling, fund services for traditional and alternative funds, global custody, investment operations outsourcing, investment risk and performance analytical services, securities lending, transition management and treasury services.
Go to Asset Servicing
Learn more about asset servicing solutions including global custody, investment operations outsourcing, fund services for traditional and alternative funds, cross-border pooling, investment risk and performance analytical services, securities lending, transition management and treasury services.
Go to Asset Servicing
 
Submit Search

Family Office Services

   
A complete list of services we offer
 
Font Size Decrease Font SizeIncrease Font Size
Global Custody and Related Services
  • General Custody
  • Securities Custody and Settlement
  • Income Collection and Crediting
  • Corporate Actions and Proxy Services
  • Automated Cash Sweep
  • Foreign Exchange
  • Securities Lending 
  • Wealth Passport®-Online Data Access
  • Data Aggregation
  • Consolidated Accounting
  • Net Worth Summary
  • Download Capabilities
  • Transactions
  • Query and User Customisation Capabilities

Fiduciary and Trust Services

  • Comprehensive trust services
  • Expertise in selection and oversight of multiple managers
  • Foundation management
  • Estate settlement
  • Offshore trusts
  • Administrative trustee capabilities
  • Depth of expertise in alternative investments
  • Specialization in management of minerals, real estate, family business, farming as well as closely held assets such as limited partnerships
  • Blind trusts for government officials and corporate directors

Banking Services

  • Investment deposit accounts
  • Fixed term deposits
  • Money transfer
  • Foreign exchange
  • Secured credit facilities

Investment Capabilities

  • Cash Management
  • Active Equity
  • Fixed Income 
  • Quantitative
  • Manager of Managers
  • Alternative Investments
Click here to email this page Contact Northern Trust
© 2013 Northern Trust Corporation
 
Charlotte Denton
Our Expert
Charlotte Denton
Senior Vice President, Head, Global Family & Private Investment Offices Group (EMEA)
» Get in Touch
+44 (0)20 7982 2000
 
 View Profile
Close Bio
Charlotte Denton
Charlotte Denton
Senior Vice President, Head, Global Family & Private Investment Offices Group (EMEA)
 

Charlotte has sixteen years experience working in the financial services industry. She gained her A.C.A. qualification with KPMG before relocating to Guernsey for a position with Rothschild Trust Guernsey Limited as a Relationship Manager looking after ultra high net worth clients. 

Her next role was with Barings where she led a team of Relationship Managers. She continued to work within the fiduciary services company through the acquisition by Northern Trust in 2005 and was appointed Managing Director of the Fiduciary Services Company in 2007. 

She joined the London Wealth Management team in 2009 as Head of Client Services with responsibility for services provided to Single Family Offices, Foundations and Charities. In 2011 she was appointed to lead the Wealth Management team in London.

 
Phone number  +44 (0)20 7982 2000
e-mail  Send message
 
Wealth magazine
Read the latest edition of Wealth Magazine.
 
 
 
 
printable version: