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As a leading wealth management firm, we offer proactive expert advice and comprehensive capabilities including financial planning, investment management, private and business banking, trust and estate services, philanthropic advisory, online services and family office solutions.
We provide asset administration and trust and fiduciary services to exceptionally wealthy families, their family offices and their foundations and endowments. We deliver high-touch personal service, underpinned by institutional-strength operational capabilities.
We provide asset administration and trust and fiduciary services to exceptionally wealthy families, their family offices and their foundations and endowments. We deliver high-touch personal service, underpinned by institutional-strength operational capabilities.
We provide asset administration and trust and fiduciary services to exceptionally wealthy families, their family offices and their foundations and endowments. We deliver high-touch personal service, underpinned by institutional-strength operational capabilities.
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Institutional
Learn about asset management solutions including: global index management, active equity and fixed income, target retirement date funds, and manager of manager programs.
Individual
Get answers to your investment challenges with asset management capabilities including alternatives, exchange traded funds, fixed income, mutual funds and tax-advantaged equity.
Discover our asset management solutions and investment capabilities in index management, cash management and active equity and fixed income.  Learn more about our tailored expertise including benchmark customisation, responsible investing and investment programme oversight.
Discover our asset management solutions and investment capabilities in index management, cash management and active equity and fixed income.  Learn more about our tailored expertise including benchmark customisation and investment programme oversight.
Discover our asset management solutions and investment capabilities in index management, cash management and active equity and fixed income.  Learn more about our tailored expertise including benchmark customisation and investment programme oversight.
Learn about asset management solutions incorporating equity and fixed income products that employ active, passive or quantitative investment approaches, manager of managers oversight programs including alternatives exposure, as well as transition management and securities lending services.
Discover our asset management solutions and investment capabilities in index management, cash management and active equity and fixed income.  Learn more about our tailored expertise including benchmark customisation and investment programme oversight.
Learn about asset management solutions incorporating equity and fixed income products that employ active, passive or quantitative investment approaches, manager of managers oversight programs including alternatives exposure, as well as transition management and securities lending services.
Discover our asset management solutions and investment capabilities in index management, active equity and fixed income. Also learn more about our tailored expertise including benchmark customisation and responsible investing.
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Learn more about asset servicing solutions including global custody, investment operations outsourcing, fund services for traditional and alternative funds, cross-border pooling, investment risk and performance analytical services, securities lending, transition management and treasury services.
Learn about asset servicing solutions including cash management, cross-border pooling, fund services for traditional, alternative and exchange traded funds, foreign exchange, global custody, investment operations outsourcing, investment risk and performance analytical services, securities lending and transition management.
Learn about asset servicing solutions including cash management, cross-border pooling, fund services for traditional, alternative and exchange traded funds, foreign exchange, global custody, investment operations outsourcing, investment risk and performance analytical services, securities lending and transition management.
Learn about asset servicing solutions including cash management, cross-border pooling, fund services for traditional, alternative and exchange traded funds, foreign exchange, global custody, investment operations outsourcing, investment risk and performance analytical services, securities lending and transition management.
Learn about asset servicing solutions including cross-border pooling, fund services for traditional and alternative funds, global custody, investment operations outsourcing, investment risk and performance analytical services, securities lending, transition management and treasury services.
Learn more about asset servicing solutions including global custody, investment operations outsourcing, fund services for traditional and alternative funds, cross-border pooling, investment risk and performance analytical services, securities lending, transition management and treasury services.
Learn more about asset servicing solutions including global custody, investment operations outsourcing, fund services for traditional and alternative funds, investment risk and performance analytical services, securities lending, transition management and treasury services.
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Private Banking

 
 
 
 
 
 
 
 
 
 
 

Exclusivity. Access. Incomparable Service.

Northern Trust Private Banking services go well beyond helping you manage your cash flow and easily access your funds. Your experienced Private Banking relationship manager will work closely with you to help you clarify, prioritize and plan for the future you envision — then draw on our extended team of specialists to assist you in realizing your life’s goals.

Our banking services are integrated with your financial plan and designed to help you meet your cash management and financing needs. Whether it’s investment opportunities, major purchases, starting a new business, tax-effective answers for complex financial issue, be assured that we can create an efficient and effective solution to meet your cash flow needs today and for many tomorrows to come.

Online Services through Private Passport

Northern Trust has transformed traditional online banking into a broad online wealth management suite for all your accounts, all in one convenient place. Built for ease of use, Private Passport's tools accommodate those looking for simplicity as well as those with complex financial portfolios. Advanced technologies allow you to:

  • See a total net worth view that encompasses all your Northern Trust and non-Northern Trust accounts
  • View real-time banking balance and activity
  • Easily transfer money whether an internal transfer, ACH (electronic) or a wire
  • Receive alerts to confirm when transactions are complete and when statements, bills and other important documents are available
  • Set-up notifications when balances are above or below a threshold you specify
  • Access your accounts and pay bills anywhere, anytime — from your desktop, laptop, tablet or smartphone
  • Go paperless for your banking deposit account statements
Susan H. Mallory

Susan H. Mallory

National Practice Executive, Banking
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Susan H. Mallory

Susan H. Mallory

National Practice Executive, Banking
 
Susan H. Mallory is the Global Banking Practice Executive for Personal Financial Services, Northern Trust. In her role, she is responsible for all of Northern Trust's banking strategy and activities domestically and globally for families and individuals of wealth. She has thirty four years of experience in the financial services industry. The majority of Susan's career has been spent as a middle market Commercial Banker providing financial, banking and financial advice to privately-held companies and the owners of those companies, as well as real estate developers and investors. In addition to her leadership responsibilities, Susan works with families and individuals to build, grow and transfer wealth.

She earned a Bachelor of Arts degree in History and a Master of Arts degree in Diplomacy and World Affairs from Occidental College, Los Angeles.

Susan currently serves as a member of the Board of Trustees of Occidental College and on the boards of the Children’s Hospital Los Angeles, the Los Angeles World Affairs Council, the Geffen Playhouse and the Trusteeship. She has served on numerous boards over the past twenty years focused on education, the arts and culture, as well as, human and animal services. In addition to a number of leadership roles on boards, she served as president the Board of Trustees of the Bishop’s School and was a founding board member and president of the board of UCSD Athena.

Susan is a member of The Pacific Council on International Policy, The Beverly Hills Literary Society, where she most recently served as Chapter Leader, The California Club, The Northern Trust Open Legends Club, The Trusteeship, an affiliate of the International Women's Forum, Women Corporate Directors, Organization of Women Executives, the Junior League of Los Angeles, as well as both ZLAC and San Diego Rowing Clubs. She is actively involved in animal welfare organizations and rescue.

Susan has been the recipient of many awards, notably, the San Diego County YMCA’s 2001 Martin Luther King, Jr. Human Dignity Award for volunteerism. Susan also received the 2001 Individual Athena Pinnacle Award and the 2003 Director of the Year Award for non-profit board governance and community contributions given by the Corporate Directors Forum. In 2004, Susan was named one of San Diego’s 10 “Cool Women” by Girl Scouts of San Diego and was awarded the 2005 San Diego Regional Chamber of Commerce Chairman’s Award, along with the other members of the Government Interface Committee.

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