Wealth - Winter 2012
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Fall 2009

News and Notes

November 2009

Northern Trust Wins Global Private Banking Award

The FT Group, publishers of the Financial Times, The Banker and Professional Wealth Management magazines, has selected Northern Trust as the winner of the “Best Private Bank in North America” award in their inaugural private banking list. Northern Trust also is commended in the category for “Best in Leadership.” See Press Release: Northern Trust Named Best Private Bank in North America.

Year-End Tax Planning — Be Knowledgeable and Nimble

With the new year less than three months away, year-end tax planning is likely near the top of your financial “to-do” list. One threshold question may cause some anxiety: How do you work effectively with tax advisors when future income and transfer tax rates are so uncertain? With current rates on ordinary income, qualified dividends and capital gains set to expire at the end of 2010 and the current estate tax regime scheduled for repeal at the end of 2009, many taxpayers are perplexed. Learn more.

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Northern Trust Opens New Office in Sweden

Northern Trust has opened a branch office in Stockholm, Sweden, extending its offering to clients across Norway, Finland, Sweden and Denmark. Northern Trust has served clients in the Nordic region for close to 20 years; the new Stockholm office allows Northern Trust to provide these clients with asset servicing and asset management solutions closer to their home market. The office has a dedicated team that offers client relationship and account managers fluent in Swedish, Finnish, Danish and Norwegian and serves a diverse client base, including insurance companies, pension funds, charities and fund managers.

Northern Trust has a network of offices in 18 U.S. states, and in 16 locations in North America, Europe, the Middle East and the Asia-Pacific region. In addition to the new office in Stockholm, Northern Trust has international offices in Abu Dhabi, Amsterdam, Bangalore, Beijing, Dublin, Guernsey, Hong Kong, Jersey, Limerick, London, Luxembourg, Melbourne, Singapore, Tokyo and Toronto.