The Global Family Offices group (GFO) is a dedicated boutique practice within Northern Trust, established over 30 years ago, providing highly customised solutions exclusively for ultra-high net worth families, their family offices and family foundations.
Today the GFO group works with 400 families globally, including 20% of the Forbes 400. GFO clients have a combined AUC of US$296 billion, with average assets per family under custody ranging from US$200mn to several billion.
Our 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.
Northern Trust’s legacy spans 125 years and is one of the world’s highest rated and stable financial institutions providing investment management, asset and fund administration, banking solutions and fiduciary services to corporations, institutions and affluent individuals worldwide. Our families, their family offices and foundations benefit directly from Northern Trust’s institutional platform and operational capabilities and are supported by a dedicated team of family office experts within the GFO group. We foster long term personal relationships by providing unrivaled service, proactive advice and customised solutions based upon each family’s unique needs.
These services include:
Our heritage gives us a unique insight into the needs of our clients and to this day we are adhering to the same principles upon which we were founded by the Smith Family – Service, Expertise and Integrity.
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.