Gain the control, security and information necessary in today's complex financial markets
Northern Trust’s GFO group provides a range of asset servicing capabilities including master record-keeping, income collection, dividend payment and trade settlement across the broad spectrum of financial assets. Clients benefit from efficient processing, attentive service and consolidated information management at the click of a mouse via Wealth Passport.
With multiple asset managers, asset classes and partnerships, managing and controlling the financial information of a prosperous family can be arduous, resource heavy and very time- consuming. Working with a global asset servicing provider like Northern Trust gives you greater control and security, as well as comprehensive, consolidated reporting of all assets. Family office clients rely on Northern Trust daily, to be a dedicated resource and extension of their existing operations.
Selecting Northern Trust's GFO group provides not only a worldwide reach — but also servicing of all asset classes, and unmatched aggregation and reporting capabilities for assets held by both Northern Trust and those held by third parties — all backed by a century-long tradition of focusing on our clients’ needs first.
Building upon our custody services, Northern Trust also offers alternative asset servicing, complete data aggregation solutions, general ledger solutions, performance analysis and document management.
Lesley started her career with the Treasury of Royal Bank of Scotland before joining Northern Trust’s asset management business in 1995 to establish a portfolio management capability outside of the United States. After the successful establishment of this function she then worked with international clients on their global investment and securities lending needs.
She specialises in working with ultra-high net worth global families and their advisors on a vast range of different aspects to managing family wealth. She works with some of the leading global experts on tax and legal matters with special attention on establishing trusts, Private Trust Companies (PTCs) and Special Purpose Vehicles (SPVs). Her experience includes helping families establish efficiency, governance and succession planning within family businesses, property, art and landed estates. She has been instrumental in the establishment of new family offices as well as providing ongoing strategic solutions to those with long standing offices.
Lesley has a M.A. degree with Honours in Accountancy and Economics, from the University of Dundee, Scotland, and is IMC qualified.
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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.