Northern Trust Family Office provides master record-keeping, income collection, dividend payment and trade settlement across the broad spectrum of financial assets. Clients benefit from efficient processing, attentive service and consolidated information management at the touch of a button via Wealth Passport.
With multiple asset managers, asset classes and partnerships, managing and controlling their financial information of a prosperous family can be arduous and time-consuming. Working with a global asset servicing provider gives you greater control and security, as well as comprehensive, consolidated reporting of all assets.
Selecting Northern Trust’s Family Office provides not only a worldwide reach — but also servicing of all asset classes, and unmatched aggregation and reporting capabilities for assets held by both Northern Trust and those held by a third party. All backed by a century-long tradition of focusing on our clients’ needs first.
Our Family Office has in-depth understanding of the unique needs of families and the family offices and advisors who serve them. Our global custody product focuses on quality and capability, delivering processing efficiencies and scale in major and emerging markets.
Building upon our custody services, Northern Trust also offers alternative asset servicing, complete data aggregation solutions, general ledger solutions, performance analysis and document management.
We offer these services in multiple locations, and are attuned to the off-shore needs of our clients. We are the largest provider of trust services in Guernsey and offer a comprehensive range of off-shore services to our families.
With Wealth Passport, our on-line client portal, you can track assets, investments and liabilities both inside and outside of Northern Trust 24 hours a day. We deliver flexible solutions to meet your needs.
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 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).
This material is directed to eligible counterparties and professional clients only and should not be relied upon by retail investors. For Asia-Pacific markets, it is directed to accredited investors, institutional investors, expert investors and professional investors only and should not be relied upon by retail investors. Northern Trust is authorised and regulated in the United Kingdom by the Financial Services Authority and in Ireland by The Financial Regulator under the Investment Intermediaries Act, 1995.
Northern Trust Global Services Limited. Registered in England 4795756. Registered office: 50 Bank Street, Canary Wharf, London E14 5NT. Authorised and regulated by the Financial Services Authority in the United Kingdom.