Wealth Management Group Client Servicing Team

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Wealth Management Group Client Servicing Team

An integrated approach to managing your wealth and assuring your satisfactionNorthern Trust has over a century of experience providing imaginative solutions, knowledgeable staff and unmatched service. The result is an uncommonly high level of client satisfaction—96% percent of Wealth Management Group clients report that they are satisfied or very satisfied with their Northern servicing staff.
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Yet we continually strive to boost this even higher, seeking our clients' feedback and suggestions via our Wealth Management Advisory Board, client satisfaction surveys, and education and networking conferences. Here's how we work to assure your satisfaction

Responsive, prompt attention

  • Every client is assigned a Wealth Management Team which includes a Relationship Manager, Account Manager, Technology Consultant and an optional Performance Analyst.  Your Relationship Manager, experienced in working with high-net-worth families, serves as your chief point of contact.  
  • Our teams oversee fewer than twelve clients, allowing for responsive, confidential attention. 
  • Your daily servicing team and our senior management create a bespoke service plan to achieve your goals.

Flexible solutions

  • Flexibility is one of Northern Trust's strengths. Take advantage of as many or few of our services as you choose, depending on which are relevant to your situation. 
  • Your Relationship Manager will serve as your guide to all of the knowledge, services, and specialists we have to offer.
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Charlotte Denton
Our Expert
Charlotte Denton
Senior Vice President, Head, Global Family & Private Investment Offices Group (EMEA)
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+44 (0)20 7982 2000
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Charlotte Denton
Charlotte Denton
Senior Vice President, Head, Global Family & Private Investment Offices Group (EMEA)

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.

Phone number  +44 (0)20 7982 2000
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