Northern Trust offers proactive guidance and thought leadership to help anticipate your needs and provide custom solutions that fit your life.
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.
Yovan is a Senior Wealth Strategist for the Global Family and Private Investment Offices Group, based in London.
Yovan advises ultra high net worth families in relation to their overall wealth management. His experience includes helping clients set up their family offices, as well as working with already established offices and an extensive network of lawyers in bringing efficiency as well as good governance within the structures. He collaborates with families in finding solutions to complex requirements covering multiple components of their asset base including global real estate, operating family businesses, investment advisory and art. He partners with private offices to understand their specific needs and provide solutions that cater to their particular – and often cross jurisdictional – circumstances.
Yovan started his career at Morgan Stanley. He then moved into wealth management and has worked for some of the leading European banks including Barclays, BNP Paribas and Santander where he looked after prominent families from Europe, Middle East, Africa and Asia in his capacity as a Senior Private Banker before joining the Global Family Office Group at Northern Trust in 2016.
Yovan has a BSc. degree in Actuarial Science from Cass Business School, London and is a CFA charter holder. He is fully fluent in English, French and Creole, and conversational in Italian and Hindi.