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Wealth Management
Asset Management
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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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Technology Solutions

 
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A comprehensive platform of web-based tools and capabilities

Wealth Passport is an industry-leading, web-based platform built specifically for the unique needs and demands of modern family offices. It offers advanced data aggregation and customizable reporting capabilities with detailed summaries of net worth and performance measurement data, enabling our clients to make informed strategic investment decisions.

Dashboard

  • Quickly see your entire portfolio, then explore the details of any asset or transaction.

Portfolio Explorer

  • Locate the financial information you want right at your fingertips.
  • Interact quickly and easily with assets and liabilities held at Northern Trust or held away, without complex additional steps or having to run a report.
  • View details of accounts, holdings, tax lots or transactions with one click.

Asset Aggregation

  • Consolidate assets, including non-traditional assets such as real estate and fine art.
  • Receive a single view of assets held inside and outside of Northern Trust—all consolidated within our secure environment.

Reporting

  • Receive concise, user-friendly reports that allow monitoring of asset allocation, pricing, taxes, transactions, security exposure, valuation, exchange rates and securities information.
  • Use the customization feature to modify reports, or to add or remove data.

Performance Reporting

  • Obtain an array of performance reporting options, including snapshot views of performance through Portfolio Explorer.
  • Access detailed information, such as entity- and security-level performance, asset allocation and attribution analysis. 

Money Movement

  • Easy, secure online set up available 24/7.
  • Flexible security levels to meet your needs.
  • Transactions may be one-time only or recurring.

eDocuments

  • Access banking, trust and investment statements conveniently in an online environment, instead of waiting for them to be mailed to you.
  • Receive an alert when your statements are available.

A Seamless Level of Support
As a client of Northern Trust, we assign to you a team of experts committed to providing you with the highest level of service. Your primary point of contact provides access to all Northern Trust products and services, while a day-to-day contact monitors your account activity. An online consultant provides consultation to help ensure the best online experience. This includes determining the optimal online solution, reviewing aggregation capabilities, creating customised reporting solutions, working with you to streamline data flows into third-party vendor software, and training new users.

Dan Lindley

Dan Lindley

Managing Director, Global Family & Private Investment Offices, EMEA & APAC
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Dan Lindley

Dan Lindley

Managing Director, Global Family & Private Investment Offices, EMEA & APAC
 
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
Read the latest issue of Wealth Magazine.
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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.