Northern Trust Custody Services

 
 
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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.

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.

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.

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.
 
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Institutional
Learn about asset management solutions including: global index management, active equity and fixed income, target retirement date funds, and manager of manager programs.
Individual
Get answers to your investment challenges with asset management capabilities including alternatives, exchange traded funds, fixed income, mutual funds and tax-advantaged equity.
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.
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.
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.
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.
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.
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.
 
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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.
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.
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.
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.
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.
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.
 
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Northern Trust Custody Services

   
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Find out how these valuable business tools can ease your reporting workload
Online Reporting
Our online reporting applications help you effectively manage your data and portfolio analysis, investment decisions, and performance analytics, so you can minimize report production and devote more time putting the results to work.

Financial Reporting
Obtain accounting, fund management, plan valuation, risk and performance and securities lending information in standard and customized reports using Management Reporting. In additon, Advanced Archiving provides historical reports on CD.

Corporate Actions Delivery & Response
Receive and respond to corporate action events through our Web-based corporate action notification and voting application, allowing you to electronically monitor and communicate corporate action investment decisions more effectively. View the CDR tour for more information.

Ad Hoc Query Tool
Sherlock empowers you to define data elements, set filtering, and decide how you want your information sorted. The design of this custom report generator supplements Management Reporting, allowing you to effortlessly navigate across account, asset, and transaction types. Your results can be exported easily into spreadsheet or other business applications.

Worldwide Research
Enjoy 24-hour access to current conditions on the global markets and our subcustodians to understand the mechanics of investing globally.

Atlas Reports
Remain informed with the most current information on international markets. Review economic analysis for global markets to pinpoint the opportunities, risks, and mechanics of investing internationally. Analyze current tax, trade settlement, legal, regulatory, depository, and registration information to improve your understanding of the different market practices worldwide.

Atlas Bulletins
Obtain real-time news flashes detailing current market conditions, enabling you and your investment managers to monitor the endemic risks of the markets comprising your global portfolios. If you need further research, an historical archive of past Atlas Bulletins is available for to you search either by date or country.

We developed our custody online services with your needs and interests in mind. Find out today how our valuable business tools can ease your reporting workload, allowing you to spend more time analyzing the results.

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© 2013 Northern Trust Corporation
 
Jon Dunham
Our Expert
Jon Dunham
Senior Vice President, Corporate and Institutional Services
» Get in Touch
1-312-444-5824
 
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Jon Dunham
Jon Dunham
Senior Vice President, Corporate and Institutional Services
 
Jon Dunham is a Senior Vice President in the Corporate & Institutional Group at Northern Trust - Chicago. He joined Northern Trust in March 2008 as Head of North American Asset Servicing Sales for institutional clients.

Jon is responsible for managing a diverse institutional sales team located in Chicago, Boston, New York, San Francisco, and Toronto, covering the public fund, Taft-Hartley, not-for-profit, large corporate, insurance, investment manager, multinational, and middle market segments. Jon's focus is solutions-based new business development. He is an industry veteran, with over 25 years experience in client service and business and product development.

Prior to joining Northern Trust, Jon served in various executive and lead business development roles at Bank of New York Mellon Corporation. Most recently, he served as National Sales and Marketing Director for the asset servicing sector. Before that, Jon held several senior positions in market segment sales, new business development, and product management.

Jon attended the University of Pittsburgh and began his career in management and sales for a retail consumer goods firm. Jon currently participates on several national organizations that focus on the financial services industry.
 
Phone number  1-312-444-5824
 
Awards Blue Ribbon Learn More image
Global Custodian of the Year
Northern Trust named Global Custodian of the Year, March 2011
 
 
 
 
 
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