A specialised division within Northern Trust, Family Office is dedicated to providing comprehensive and flexible financial solutions to families and individuals of substantial wealth. With decades of experience in servicing investors and their family offices, we combine technology and institutional capabilities with a tradition of bespoke service to meet our clients' complex financial needs.
Managing significant wealth brings both tremendous opportunity and responsibility for individuals, families and family office professionals. Addressing issues of generational wealth requires the right partners. A recognised family wealth specialist, Northern Trust is the choice for those requiring a proactive partner with world class capabilities. Our comprehensive financial solutions are designed to help you grow, preserve and manage your wealth.
Today, Northern Trust works with approximately 20% of Forbes 400 families (as at 30th September 2012). Our Family Office team is composed of experts from each of our core service areas, is dedicated to providing comprehensive financial solutions to meet the unique needs of families and individuals of significant wealth and their family offices.
We have experience in creating custom wealth management solutions for families who:
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.