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Wealth Passport


A comprehensive platform of web-based tools and capabilities

Wealth Passport is an industry-leading, web-based platform built specifically for the unique needs and demands of modern family offices. It offers advanced data aggregation and customizable reporting capabilities with detailed summaries of net worth and performance measurement data, enabling our clients to make informed strategic investment decisions.


  • Quickly see your entire portfolio, then explore the details of any asset or transaction.

Portfolio Explorer

  • Locate the financial information you want right at your fingertips.
  • Interact quickly and easily with assets and liabilities held at Northern Trust or held away, without complex additional steps or having to run a report.
  • View details of accounts, holdings, tax lots or transactions with one click.

Asset Aggregation

  • Consolidate assets, including non-traditional assets such as real estate and fine art.
  • Receive a single view of assets held inside and outside of Northern Trust—all consolidated within our secure environment.


  • Receive concise, user-friendly reports that allow monitoring of asset allocation, pricing, taxes, transactions, security exposure, valuation, exchange rates and securities information.
  • Use the customization feature to modify reports, or to add or remove data.

Performance Reporting

  • Obtain an array of performance reporting options, including snapshot views of performance through Portfolio Explorer.
  • Access detailed information, such as entity- and security-level performance, asset allocation and attribution analysis. 

Money Movement

  • Easy, secure online set up available 24/7.
  • Flexible security levels to meet your needs.
  • Transactions may be one-time only or recurring.


  • Access banking, trust and investment statements conveniently in an online environment, instead of waiting for them to be mailed to you.
  • Receive an alert when your statements are available.

A Seamless Level of Support
As a client of Northern Trust, we assign to you a team of experts committed to providing you with the highest level of service. Your primary point of contact provides access to all Northern Trust products and services, while a day-to-day contact monitors your account activity. An online consultant provides consultation to help ensure the best online experience. This includes determining the optimal online solution, reviewing aggregation capabilities, creating customised reporting solutions, working with you to streamline data flows into third-party vendor software, and training new users.

Lesley Hodgson

Lesley Hodgson

Senior Director, Global Family & Private Investment Offices, EMEA
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Lesley Hodgson

Lesley Hodgson

Senior Director, Global Family & Private Investment Offices, EMEA
Lesley is Senior Director for the Global Family and Private Investment Offices Group and responsible for the leadership of our EMEA business. Prior to assuming this position, Lesley served for 5 years as the Managing Director of Northern Trust’s Guernsey trust affiliate, Northern Trust Fiduciary Services (Guernsey) Limited. She continues to serve as a Director of this entity.

Lesley joined Northern Trust in 1995 to establish a portfolio management capability outside of the United States, before leading the client servicing teams for both Securities Lending and Northern Trust Asset Management.

Lesley serves as a director to Northern Trust Guernsey Limited, Northern Trust Cayman International Limited and to a number of client company boards.

Lesley has an MA degree, with honors, in accountancy and economics from the University of Dundee, Scotland and holds an Investment Management Certificate (IMC).
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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 more information, read our legal and regulatory information about individual market offices.

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.