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.
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.
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).
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.