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Family Office Services

A complete list of services we offer
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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
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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
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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
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Wealth Passport
Wealth Passport is a secure, efficient and interactive means of managing family banking and communication.
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