Dedicated to the complex needs of international family offices, wealthy individuals and their family foundations.
Established over 30 years ago, the Global Family & Private Investment Offices (GFO) group is a dedicated boutique practice within Northern Trust’s Wealth Management business. The group focuses on providing tailor-made investment, fiduciary, custody, financial reporting and investment advisory solutions to ultra-high-net-worth individuals and their families, family offices as well as charities, foundations and endowments.
Our family office clients implement sophisticated investment programs, utilise multiple internal, external, domestic and global money managers, require complex reporting and often do work within the framework of a family office to manage and oversee a variety of financial needs and wealth transfer strategies.
Within the GFO group we foster long-term relationships with our clients by offering an unparalleled combination of service, institutional expertise and global capabilities which are tailored to the distinct needs of our clients.
Northern Trust’s strategic focus on our clients and our core business has not wavered for over 125 years. Our heritage gives us an unparalleled insight into the needs of our clients and to this day we adhere to the same principles upon which we were founded by the Smith Family – Service, Expertise and Integrity.
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).
As of 30th September 2014
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.