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Wealth Management
Asset Management
Asset Servicing
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About Northern Trust
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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.
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Global Asset Servicing

 
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Gain the control, security and information necessary in today's complex financial markets

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.

Dan Lindley

Dan Lindley

Managing Director, EMEA & APAC - Global Family & Private Investment Offices
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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.
Lesley Hodgson

Lesley Hodgson

Senior Director, Global Family & Private Investment Offices, EMEA
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Lesley Hodgson

Lesley Hodgson

Senior Director, Global Family & Private Investment Offices, EMEA
 

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
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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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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.