A comprehensive platform of web-based tools and capabilities
Wealth Passport is an industry-leading technology platform developed by Northern Trust’s Global Family & Private Investment Offices to meet the specialized needs of ultra high-net-worth families and the family offices and advisors who serve them.
Wealth Passport is an industry-leading, web-based platform for ultra-high-net-worth families, their family offices and their advisors. It offers them advanced data aggregation and reporting capabilities with detailed summaries of their net worth and performance measurement data — enabling them to make informed strategic decisions.
Money Movement
- Easy, secure online set up available 24 x 7
- Flexible security levels to meet your needs
- Transactions may be one-time only or recurring at your specification
Asset Aggregation
- Consolidate assets, including nontraditional assets such as real estate and fine art
- Receive a single, timely view of assets held inside and outside of Northern Trust—all consolidated within our secure environment.
Net Worth Summary
- Obtain a complete financial picture of an individual’s or family’s net worth.
- View all assets and liabilities.
- Access key data, such as daily, monthly, quarterly or annual rates of return—and view key details, such as transaction history.
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 accounts for which you want reports, or to add or remove data.
Partnership Reporting
- Allows for individual participant accounts.
- Drill-down capability enables partners to view their portion of underlying assets and direct holdings.
- Enables family partners to accurately evaluate asset allocations.
- Integrated capabilities include adjusted valuations, exposure summaries and performance data.
Performance Reporting
- Provides an array of performance reporting options, including snapshot views of performance through the Net Worth Summary.
- Access detailed information, such as entity- and security-level performance, asset allocation and attribution analysis.
A Seamless Level Of Support
As a client of Northern Trust, you are assigned a Relationship Manager, an Account Manager and a Online Consultant who are committed to providing you with the highest level of service. Your Relationship Manager serves as the primary point of contact and provides access to all Northern Trust products and services, while your Account Manager serves as a day-to-day contact, monitoring your daily account activity. The Online Consultant ensures that you are fully utilizing the reporting and query tools of Wealth Passport. Online Consultants train you on the platform and assist in the setup and use of all capabilities of the platform. Further, we provide you with assistance through training sessions, comprehensive web-based help and full-time support staff (24-hours a day, seven days a week).
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Dan Lindley |
Dan Lindley
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.
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Charlotte Denton |
Charlotte Denton
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.
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Lesley Hodgson |
Lesley Hodgson
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.