Northern Trust

Helps institutions and investment managers address complex needs with tailored asset servicing, operational support, and analytical and reporting solutions.

Helps investors pursue goals through risk-aware strategies and a range of fund, multi-asset, retirement, outsourced, sustainable investing and liquidity solutions.

Helps individuals and families plan, manage and transfer wealth through personalized advice and coordinated financial services.

Asset servicing

Northern Trust's asset servicing business provides customized financial solutions, supported by patented technology, to address clients' increasingly complex needs. Services include trust, custody, treasury, banking, analytical and reporting solutions, alternative asset services, front and middle office services, and capital markets capabilities. The offering also includes data management support, regulatory services, securities services, and liquidity solutions.

• Address Complex Client Needs
  Tailored financial solutions and patented technology support clients as their needs grow more complex.
• Improve Operational Efficiency
  Tailored front and middle office services help clients address changing operational demands.
• Support Trust And Custody Needs
  Clients can access trust and custody services as part of the asset servicing offering.
• Access Treasury And Banking Services
  Clients can access treasury and banking capabilities through the asset servicing offering.
• Access Analytical And Reporting Solutions
  Clients can use analytical and reporting solutions within the asset servicing offering.
• Support Complex Alternative Strategies
  Access support for complex alternative investment strategies and changing investment conditions.
• Support Regulatory And Reporting Compliance
  Address regulatory and reporting compliance as requirements and the investment landscape change.
• Support Risk Management
  Use tailored services to address risk management needs in a changing operating environment.
• Support Cost Control
  Use tailored services to address cost control needs as business demands evolve.
• Support Business Growth
  Tailored services help clients address business growth objectives as their demands change.
• Enhance Portfolio Efficiency
  Capital markets services support portfolio efficiency through advanced technology and investment capabilities.
• Enable Transparent Trading
  Access transparent trading as part of the capital markets offering.
• Support Quality Execution
  Access quality execution as part of the capital markets offering.
• Optimize Portfolio Liquidity
  Liquidity solutions help investment managers navigate changing markets and support portfolio efficiency.
• Strengthen Data Governance
  Use tailored services to address data governance needs as business demands change.
• Access Securities Services
  Securities Services is available within Northern Trust's asset servicing business.
• Support Data Management
  Organizations can draw on data management ideas as part of tailored asset servicing solutions.

Investment Management

Northern Trust constructs innovative, efficient investment strategies designed to appropriately compensate investors for risk. Services include mutual funds, ETFs, multi-asset solutions, retirement plan solutions and outsourced investment solutions. Offerings also include sustainable investing approaches and liquidity strategies for operational, reserve and longer-term strategic cash needs. Northern Funds provides mutual funds designed for different investment objectives and risk tolerances, while FlexShares ETFs offer investment solutions intended to support a range of financial goals.

Category: Asset Management Services

• Build Risk-Aware Investment Strategies
  Strategies are designed to appropriately compensate investors for the risks they take.
• Pursue Investment Outcomes Across Assets
  Multi-asset solutions provide investment options designed around investor objectives and outcomes.
• Manage Liquid Assets Across Needs
  Use liquidity strategies to manage assets and address operational, reserve and longer-term strategic cash needs.
• Explore Diverse Mutual Fund Options
  Choose from mutual funds designed for a range of investment objectives and risk tolerances.
• Access Exchange-Traded Fund Options
  Access ETF investment solutions designed to support a range of financial goals.
• Address Retirement Plan Investment Needs
  Investors can access investment solutions designed for retirement plans.
• Use Outsourced Investment Solutions
  Clients can choose outsourced investment solutions within Northern Trust's range of services.
• Choose Sustainable Investing Approaches
  Select among exclusionary, integration and thematic approaches to sustainable investing.

Wealth Management

Northern Trust provides comprehensive wealth management services for high-net-worth individuals and families. Advisors develop custom plans around clients' needs, goals and aspirations, supported by expertise across banking, trust and estates, wealth planning and investing. Offerings include financial planning, private banking, trust and estate services, philanthropy, investing, and family office services. Family office solutions include advice-driven wealth management, investment management, banking and asset administration, supported by global resources, technology and specialized expertise.

• Build A Custom Wealth Plan
  Work with advisors to create a plan tailored to your vision, needs and goals, with guidance for different stages of life.
• Pursue Your Investment Goals
  Access investment strategies intended to support your goals and aspirations as part of a broader wealth plan.
• Preserve And Protect Wealth And Legacy
  Draw on fiduciary expertise and trust and estate services to help preserve and protect wealth and legacy.
• Coordinate Family Office Needs
  Access coordinated wealth management, investment management, banking and asset administration services.
• Integrate Banking With Your Plan
  Use deposit and lending solutions coordinated with your broader financial plan.
• Draw On More Than 40 Specialties
  Benefit from a dedicated team across core wealth disciplines, supported by expertise in more than 40 specialty areas.
• Leverage Global Family Office Resources
  Family offices can draw on global resources, technology and specialized expertise for a diverse range of client organizations.
• Integrate Deposits With Your Financial Plan
  Connect deposit solutions with a broader financial plan.
• Integrate Lending With Your Financial Plan
  Connect lending solutions with a broader financial plan.
• Plan Across Generations
  Draw on experience advising families across generations and economic cycles, including for wealth transfer and legacy planning.
• Shape Your Portfolio
  Include portfolio design as part of a broader financial plan tailored to your needs.
• Plan Your Wealth Transfer
  Address wealth transfer within a broader plan designed to support your financial priorities.
• Support Your Philanthropic Goals
  Access philanthropy services as part of a comprehensive wealth management relationship.