Providing dedicated service to family office investors in alternative asset portfolios.
At Northern Trust, we recognise the unique qualities and challenges of Alternative Asset portfolios such as Hedge Funds and Private Equity. We understand that the related processing, accounting and performance measurement requires specialised expertise. In response, we have built a dedicated and focused alternative asset servicing group to provide the most advanced, customised and flexible package of products to meet our clients’ needs.
The Alternative Asset Servicing group is responsible for the custody of defined assets that are generally not exchange traded, such as commingled funds, hedge funds, limited partnerships and private equity. The group provides complete service of these assets by handling on-boarding activity, transaction processing, statement collection and auditing of custody reporting.
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.
© 2018 Northern Trust Corporation. Head Office: 50 South La Salle Street, Chicago, Illinois 60603 U.S.A. Incorporated with limited liability in the U.S. Products and services provided by subsidiaries of Northern Trust Corporation may vary in different markets and are offered in accordance with local regulation. For legal and regulatory information about our offices and legal entities, visit northerntrust.com/disclosures.
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.