x
Your preference has been saved. Remove your saved preference.
You must supply both a username and a password to login.
You must supply a username, password and token to login.
Sign on
Passport secured login icon  
 
Wealth Management
Asset Management
Asset Servicing
Insights & Research
About Northern Trust
Search go
Click to close drop down menu.
 
Click to close drop down menu.
Financial Intermediary
Learn about asset management solutions designed for Retirement Plan Advisors, TAMPs/Outsourcing Providers, Subadvisory Program Sponsors, RIAs/Financial Advisors and Trust Institutions.
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.
Click to close drop down menu.
 
Northern Trust Logo
 

Global Custody

 
.
 
 
 
 
 
 
 
 
.

Simplify your information management with a single custodian who oversees all your accounts

Many of our wealthiest families have assets which are spread across the globe with a variety of asset managers. Maintaining and controlling those assets can be an arduous and time consuming task. Working with a global custody provider gives you greater control and security, as well as comprehensive, consolidated reporting of all assets.
 
Global accounts with local access
We take care of the detail, actively tracking balances and transactions, monitoring provider reports and fees. As one of the top global custody providers in the world, Northern Trust delivers a range of services:

  • Standard and bespoke reports for all investments and liabilities
  • Trade processing and reconciliations with individual managers
  • Automated cash sweeps
  • Sophisticated, web-based reporting for risk management, tax planning and performance analysis
  • Complete year-end tax information
  • Standard accounting for all transactions
  • Settling trades and safekeeping securities in over 92 markets
  • Investment of idle cash balances with cash investment and cash sweep capabilities in over 20 currencies
  • Collection of dividend and income payments — income credited on payable date in 37 countries
  • Negotiation of minimum tax withholding and timely reclamation
  • Notification of corporate actions and proxies in 40 markets
  • Foreign exchange
  • Lending global securities with one of the largest lending pools in the marketplace
  • Reporting in both base and local currencies, tailored to meet a client’s specific reporting needs
  • Analysis of global performance, enabling clients to evaluate your performance continually and automatically against 800+ major market indices and 900+ stock universes worldwide
  • Passive currency overlay
Dan Lindley

Dan Lindley

Managing Director, EMEA & APAC - Global Family & Private Investment Offices
person icon
View Profile
.
+44 (0)20 7982 2000
.
Hide Profile
Dan Lindley

Dan Lindley

Managing Director, EMEA & APAC - Global Family & Private Investment Offices
 
Daniel Lindley is Managing Director of the Global Family & Private Investment Offices Group, EMEA & APAC. Dan also serves as the Chief Fiduciary Officer for Northern Trust’s international private client business, which is legally sitused through trust affiliates in the Bailiwick of Guernsey and the Cayman Islands.

Dan spent 25 years in private law practice in Delaware, beginning his career in 1975 with Potter Anderson & Corroon and later as an equity partner in the Delaware offices of Duane Morris LLP and Reed Smith LLP. During that time, he assisted institutional clients with fiduciary product development and fiduciary litigation, as well as the enactment of Delaware legislation dealing with fiduciary law. In that role, he was the principal author in 1997 of the Qualified Dispositions in Trust Act, Delaware's asset protection trust statute, and the 1995 legislation repealing Delaware's Rule against Perpetuities.

Prior to joining Northern Trust in 2005, Dan was Managing Director and Trust Counsel at U.S. Trust Company of Delaware. During his four years at U.S. Trust, Dan was responsible for, among other things, the national development of U.S. Trust's Delaware trust business.

Dan holds a Juris Doctor degree from the University of Virginia School of Law and a Bachelor of Arts degree, magna cum laude, from Williams College. Admitted to the bars of the Supreme Court of the State of Delaware and the United States Supreme Court, Dan is a member of the Asset Protection Planning Committee of the Real Property, Probate and Trust Law Section of the American Bar Association. He is also a member of the Society of Trust and Estate Practitioners (STEP) and the Estates and Trusts Section of the Delaware State Bar Association.
Charlotte Denton

Charlotte Denton

Managing Director, London - Global Family & Private Investment Offices
person icon
View Profile
.
+44 (0) 20 7982 2000
.
Hide Profile
Charlotte Denton

Charlotte Denton

Managing Director, London - Global Family & Private Investment Offices
 

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.

Lesley Hodgson

Lesley Hodgson

Managing Director, Global Family & Private Investment Offices, Guernsey
person icon
View Profile
.
+44 (0)20 7982 2000
.
Hide Profile
Lesley Hodgson

Lesley Hodgson

Managing Director, Global Family & Private Investment Offices, Guernsey
 

Lesley is the Managing Director of Northern Trust Fiduciary Services (Guernsey) Limited which has responsibility for the fiduciary, asset administration and custody for our family office, personal and institutional client base. 

Prior to assuming her current responsibilities in May 2009, Lesley was most recently, Director of the International Asset Management Client Services group within Northern Trust Global Investments. Having joined Northern Trust in 1995 to establish a portfolio management capability for Securities Lending cash collateral, Lesley also managed the Global Cash Funds for a number of years creating a Portfolio Team, outside of the United States

Lesley has a M.A. degree, with honours, in accountancy and economics from the University of Dundee, Scotland and holds an Investment Management Certificate (IMC).

Wealth Magazine
Read the latest issue of Wealth Magazine.
.
 

Wealth Passport

Wealth Passport is a secure, efficient and interactive means of managing family banking and communication.
.
 
 
 
 
 
 
 
.

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. For Asia-Pacific markets, it is directed to institutional investors, expert investors and professional investors only and should not be relied upon by retail investors.