Northern Trust Logo
 

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.

Dashboard

  • 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.

Reporting

  • 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.

eDocuments

  • 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.

Belinda Aspinall

Belinda Aspinall

Regional Head of Global Family & Private Investment Office Group, EMEA
person icon
View Profile
.
+44 20 7982 2500
.
Hide Profile
Belinda Aspinall

Belinda Aspinall

Regional Head of Global Family & Private Investment Office Group, EMEA
 

Belinda is the Regional Head of the Global Family and Private Investment Offices Group in Europe, the Middle East and Africa, and is based in London.

Prior to joining the GFO group, Belinda was CEO of Northern Trust Channel Islands, where she was responsible for the Banking, Fund Administration and Fiduciary business.

From 2012, Belinda was based in Stockholm, where she was responsible for all asset servicing and asset management business activity across Denmark, Finland, Norway and Sweden.

Belinda joined Northern Trust in 2005 as a senior relationship Manager responsible for a range of UK, Irish and Guernsey domiciled fund managers. In 2007 she assumed the role as head of a team of global fund services relationship managers in the UK which services global asset managers, insurance funds and in-house managed pension scheme clients.

Belinda has over 26 years of industry experience in a wide range of operational and client-facing roles. She began her career with JPMorgan Chase, Luxembourg before moving to London as a senior relationship manager in 2000.

.
 
 
 
 
 
 
 
.

© 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.