Transition Management

 
 
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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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Transition Management

   
A customised plan to restructure your assetsWhen transitioning your portfolio, you want to make sure all the associated costs, risks and operational issues have minimal impacts. Northern Trust's Transition Management team works with you to fully understand your needs and prepare a customised plan to restructure your assets in the most cost-effective and timely manner possible.
 
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At Northern Trust we believe a successful transition management service is one combining team expertise with a world class methodology around strategy design and execution.

Critical to the delivery of any transition or restructure is the ability to project manage the entire experience in order to provide a fully integrated experience to your organisation.

The key areas for your consideration when choosing a transition manager, namely:

The Team
At Northern Trust we select, structure and develop our team to provide you with a depth of expertise, complete client focus and a risk-focused approach.

The Methodology
We pride ourselves in developing a truly customised strategy for any assignment that delivers cost efficiency whilst minimising your financial and operational risks from commencement to completion.

Project Management
Our transition management team will manage the entire assignment; engaging the different parties and working within the current processes of your organisation to ensure a smooth but transparent implementation.

Risk Management, Compliance and Reporting
Completion of a successful transition is not only about ensuring an efficient process but also minimising risk and providing complete transparency before, during and after the event.

Northern Trust has been assisting and managing client restructures since 1987, and transition management is recognised by senior management as a core offering to our client base.

We would be delighted to discuss any aspect of Northern Trust's transition management service or provide further information that you may require.

 

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This material is directed to eligible counterparties and professional clients only and should not be relied upon by retail investors. It is issued by Northern Trust Global Investments Limited, authorised and regulated by the Financial Services Authority in the United Kingdom. Registered office: 50 Bank Street, Canary Wharf, London E14 5NT, registered in England 03929218.

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Kevin Hardy
Our Expert
Kevin Hardy
Senior Vice President
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+852 2918 2900
 
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Kevin Hardy
Kevin Hardy
Senior Vice President
 

Kevin Hardy is a Senior Vice President at The Northern Trust Company and is the Head of the asset management division of Northern Trust in Asia-Pacific, responsible for the asset management business in the region.

Kevin assumed his APAC responsibilities in 2008. He directs the implementation of the asset management business strategy in the region and runs the Northern Trust office in Hong Kong.

Kevin joined Northern Trust in 2003 and has held positions as the Head of the Global Transition Management business, based in Chicago and the Head of International New Business (EMEA and APAC), based in London. In both roles Kevin was instrumental in enhancing both product awareness and distribution strategy through revising internal processes and improving internal and external marketing and communications.

Kevin has worked in the industry since 1993 and has gained valuable investment management experience in transition management, risk, quantitative asset management and structured products. He also holds series 7, 24 and 63 US securities licenses, and is an active member of the FTSE index advisory committee.

Kevin holds a BSc with honours in business studies from the City University Business School, London.

 
Phone number  +852 2918 2900
 
 
Brochure: Transition Management
Manage cost, contain risk, maintain value. Read more 
 
 
 
 
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