NORTHERN TRUST
|
|
|
|
|
|
| CLIENT | LOCATION | SERVICES | LOCAL CURRENCY VALUE (millions) |
| 2008 | |||
| Labourers’ Pension Fund of Central and Eastern Canada | CAN | GC | CAD1,900 |
| Halifax Regional Municipality Master Trust | CAN | GC | CAD1,000 |
| Broadway Bank | US | GC, TS | N/D |
| Legal & General | UK | GC, FA, TE | GBP380 |
| BH Global Ltd | Guernsey | FS | USD1,000 |
| Auda Hedge | US | HF | USD1,000 |
| Alpine Bank | US | TS | N/A |
| Employees’ Retirement System of the Puerto Rico Electric Power Authority | Puerto Rico | GC, IA, CO, SL | USD1,500 |
| Hermes Fund Managers | UK | GC, IO | GBP68,000 |
| Thames River Capital | UK | RM, PA | GBP6,400 |
| Hargreaves Lansdown | UK | GC, FS | GBP1,000 |
| Employees Retirement System of the State of Hawaii | US | GC, SL, CM, PA | USD11,000 |
| Julius Baer Investment Management | US | HF | N/A |
| Handelsbanken | Sweden | GC | USD15,000 |
| Lincoln Financial Group | US | GC, SL, RM | USD1,100 |
| 2007 | |||
| Equinox Partners | US | GC, FX, CM, PB | USD1,300 |
| Vontobel Asset Management | US | IO | N/A |
| State of Tennessee | US | GC | USD29,300 |
| Gottex Market Neutral Trust | Guernsey | GC, HF | GBP45 |
| University of Kentucky | US | GC, RM | USD746 |
| Future Fund | Australia | GC | AUD51,000 |
| BH Macro Ltd | Guernsey | HF | GBP816 |
| London Borough of Hounslow | UK | GC, RE | GBP300 |
| Generation Investment Management | UK | IO | N/A |
| East Riding of Yorkshire Council | UK | GC | GBP2,000 |
| Stichting Bedrijfstakpensioenfonds Zorgverzekeraars | NL | GC, CM, FX, SL, RM | EUR2,300 |
| New Zealand Superannuation Fund | NZ | GC | NZD11,500 |
| Texas A&M Foundation | US | GC, SL, PA, RM | USD808 |
| Hampshire County Council | UK | GC, PA, SL | GBP2,800 |
| El Paso Firemen and Policemen’s Pension Fund | US | GC, SL, FX | USD600 |
| 2006 | |||
| The Federated City Employees' Retirement System of San Jose, California | US | GC, SL, PA, RM | USD1,600 |
| Charities Aid Foundation | UK | GC, FA, TA | GBP430 |
| Reader's Digest Association Retirement Plan | US | GC, SL, PA | USD670 |
| Vervoer | NL | GC, CO, PA, RE, SL | EUR7,500 |
| Pzena Investment Management | US | GC, FA | N/A |
| Prince Street Capital Management | US | GC | USD160 |
| Stichting Federatief Pensioenfonds | NL | GC, SL, PA | EUR330 |
| Delaware Public Employees’ Retirement System | US | GC, CM, SL | USD6,500 |
| Abu Dhabi Pensions & Benefits Retirement Fund | UAE | GC, PA | N/A |
| National Social Security Fund | CHI | GC, CO, PA, IA | N/A |
| Oslo Pensjonsforsikring | NOR | GC | NOK2,100 |
| John A Hartford Foundation | US | GC, PA, CM | USD655 |
| 2005 | |||
| KBL Investment Funds | UK | FA, GC | GBP325 |
| Iowa Sate Bank | US | GC, TS, IA | $450 |
| Insight Investment | UK | TP, IO, PA | GBP75,000 |
| Grand River Hospital Fund | CAN | GC, TS | CAD232 |
| Hiram Walker Canadian Retirement Fund | CAN | GC | CAD238 |
| Rensselaer Polytechnic Institute | US | GC, SL, PA | USD1,000 |
| The Weingart Foundation | US | GC, SL | USD700 |
| Hospital of Ontario Pension Plan | CAN | GC, SL, FX | CAD22,000 |
| Swiss Capital Group | CH | GC, HF | $1,000 |
| Julius Baer Investments Ltd | UK | IO, PA, TP | GBP2,500 |
| Commerce Bank & Trust | US | GC, TS | $825 |
| Sony UK Pension Fund | UK | GC | GBP65 |
| Fourth Swedish National Pension Fund | SWE | GC | SEK138,000 |
| Laurus Pension Fund | NL | GC, CO, PA, TM | EUR400 |
| Lloyd's Superannuation Fund | UK | GC, PA | GBP365 |
| Univest | UK | FC, FA | EUR2,000 |
| 2004 | |||
| Harris Corporation | US | $2,100 | |
| Jarislowsky, Fraser Limited | CAN | N/A | |
| Founders Trust Company | US | $93 | |
| MMA Praxis Mutual Funds | US | $415 | |
| Lincoln Financial Group | US | $3,300 | |
| Horizon Cash Management | US | N/A | |
| Mortgage Guaranty Insurance Company | US | $5,500 | |
| Halifax Financial Services | UK | GBP8,600 | |
| London Borough of Lewisham | UK | GBP505 | |
| Julius Baer Investment Management | US | N/A | |
| M&G | UK | GBP16,200 | |
| Folksam | SWE | US$17,000 | |
| City of Los Angeles Fire and Police Pension Plan | US | US$11,900 | |
| Michigan Catholic Conference | US | N/A | |
| AAA Life Insurance Company | US | US$1,100 | |
| 2003 | |||
| Applera Corp. | US | USD487 | |
| Insight Investment Management | UK | N/A | |
| MeadWestvaco | US | USD4,000 | |
| Missouri Highway & Transportation Employees’& Highway Patrol Retirement System | US | 1,300 | |
| Alecta | SWE | 8,000 | |
| Royal Liver Assurance | UK | GBP2,500 | |
| Samford University | US | US$200 | |
| Catholic Health East | US | 1,200 | |
| Indiana State Teachers’ Retirement Fund | US | US$5,600 | |
| International Fund for Agricultural Development | US | $2,000 | |
| ScottishPower Pension Scheme | UK | GBP1,600 | |
| AMF Pension Fund | SWE | $9,000 | |
| BAE SYSTEMS Pension Scheme | UK | GBP6,000 | |
| Edna McConnell Clark Foundation | US | $600 | |
| Ashmore Investment Management | IRE | $225 | |
| City of Regina | CAN | C$783 | |
| Fife Council Pension Fund | UK | GBP600 | |
| Nationwide Building Society | UK | GBP830 | |
| Smiths Group | UK | GBP2,000 | |
| New Mexico State Board of Finance | US | $28,000 | |
| City of Fresno Retirement Systems | US | $1,600 | |
| 2002 | |||
| Tayside Superannuation Fund | UK | GBP930 | |
| London Borough of Haringey Pension Fund | UK | GBP440 | |
| PMI Pension Fund | NL | EUR13,000 | |
| Varma-Sampo Mutual Pension Insurance Company | FIN | EUR17,000 | |
| Highland Council Pension Fund | UK | GBP395 | |
| TotalFinaElf | UK | GBP1,000 | |
| Friess Associates | US | N/A | |
| Summit Investment Partners | US | N/A | |
| 2001 | |||
| Dana Canada | CAN | CAD250 | |
| Republic Mortgage Insurance Company | US | USD1,000 | |
| CCLA | UK | GBP1,200 | |
| Kayne Anderson Rudnick Investment Management | US | N/A | |
| Equitable Life | UK | GBP17,000 | |
| Nestlé | CH | CHF7,000 | |
| Nobel Foundation | SWE | SEK4,000 | |
| Nordea Investment Management | US | N/A | |
| 2000 | |||
| Bordier & Cie | CH | USD18 | |
| Molins UK Pension Fund | UK | GBP305 | |
| University of Western Ontario | CAN | CAD815 | |
| Norfolk County Council | UK | GBP1,100 | |
| Thomas White | US | USD45 | |
| Fennia | FIN | USD500 | |
| algroup | UK | USD767 | |
| Kentucky Retirement Systems | US | USD12,000 | |
| P&O Pension Scheme | UK | GBP1,300 | |
| Ernst & Young Retirement Benefits Plan | UK | GBP425 | |
| Schlumberger Canada | CAN | CAD90 | |
| Teesside Pension Fund | UK | GBP1,100 | |
| Northamptonshire County Council | UK | GBP750 | |
| Ciba Specialty Chemicals Pension Trust | UK | GBP500 | |
| 1999 | |||
| Schlumberger | UK | GBP335 | |
| ProMutual | US | USD1,300 | |
| Baillie Gifford | US | USD20 | |
| The Pensions Trust | UK | GBP1,600 | |
| NCCI | Saudi | USD80 | |
| Mitsubishi Trust | US | USD85 | |
| Ulster Bank Investment Managers | UK | USD7,000 | |
| Bradford & Marzec | US | N/A | |
| Shropshire County Pension Fund | UK | GBP640 | |
| Goodyear Canada | CAN | N/A | |
| Case Corporation Canada | CAN | CAD117 | |
| Toronto Transit Commission Pension Fund Society | CAN | CAD2,200 | |
| United Biscuits Pension Fund | UK | GBP90 | |
| University of North Carolina | US | USD1,000 |
| DATE | FROM | JOB TITLE | LOCATION | |
| Bernie McGrath | December 2008 | ANZ | Head of fund accounting | Australia |
| Steven Quigley | October 2008 | FTSE International | Head of asset servicing process management, EMEA | UK |
| Martin Korst | August 2008 | The Kyte Group | Senior relationship manager | Netherlands |
| Carl Lingenfelter | August 2008 | Chicago Transit Authority | Strategy manager | US |
| John Hannan | August 2008 | State Street | Head of investment operations outsourcing, EMEA | UK |
| Andrew Lelliott | August 2008 | IFDS | Head of UK transfer agency | UK |
| Sascha Calisan | August 2008 | RBC Dexia | Product manager, EMEA fund administration | UK |
| Florence Chua | July 2008 | Citi | Head of operations | Singapore |
| Maarten Roeleveld | July 2008 | Ordina | Sales manager | Netherlands |
| Michael Wu | July 2008 | State Street | Deputy chief representative | China |
| Stephanie Saunders | June 2008 | N/D | Head of infrastructure fund admin | Guernsey |
| Angelo Calvitto | June 2008 | ANZ | Senior relationship manager | Australia |
| Douglas Gee | May 2008 | Morse | UK & Ireland pension fund sales manager | UK |
| Michael Jenks | April 2008 | JPMorgan | Global service manager | UK |
| John Folk | April 2008 | State Street | SVP, client services and operations | Canada |
| Stephanie Howell | March 2008 | JPMorgan | RM, UK pension funds | UK |
| Jon Dunham | March 2008 | BNY Mellon | Head, North American asset servicing sales | US |
| Robert Raimondi | February 2008 | Morningstar | RM, global fund services | US |
| Rohan Singh | December 2007 | Citi | Head of Asia Pacific sales | Singapore |
| John Grundy | November 2007 | Thomson Financial | Sales manager, global fund services | UK |
| Neill McVity | November 2007 | JPMorgan | Senior RM, Nordics | UK |
| Paul McDonough | November 2007 | JPMorgan | Sales manager, asset servicing | US |
| Damian Powell | November 2007 | SUNGARD | Head of EMEA institutional sales | UK |
| Rhonda Zoef | November 2007 | Citigroup | UK pension fund sales manager | UK |
| Cristina Quazzo | November 2007 | HSBC | Senior relationship manager | UK |
| Anthony Stevens | November 2007 | Rimes Technologies | Head of asset manager client service, EMEA, investment risk and analytical services | UK |
| Noah Uldall | October 2007 | JPMorgan | Derivatives programme manager | UK |
| Allan Watson | August 2007 | Bank of America | Head of EMEA derivatives operations | UK |
| Peter Cherecwich | July 2007 | State Street | Head of institutional strategy and product development | US |
| Robert Frazer | June 2007 | Thomas Murray | Head of global consultant relationships | UK |
| Donald DeBolt | June 2007 | GCom2 Solutions | Institutional sales | US |
| Gwyn Koepke | June 2007 | US Department of Treasury | Institutional sales | US |
| Allison Coleman | March 2007 | JPMorgan | Asset servicing sales | US |
| Henk Groot | February 2007 | KAS BANK | Senior relationship manager | Netherlands |
| Chantal Lambert | February 2007 | ISS | Account manager | UK |
| Victoria Russell | February 2007 | BNY | UK pensions relationship manager | UK |
| Gerry Brady | February 2007 | Capita | MD, fund administration operations | Ireland |
| Judson Baker | November 2006 | Citadel | Product manager, derivatives processing | UK |
| Dianna Price | October 2006 | Fidelity | VP, institutional sales | Canada |
| Jana Forster | October 2006 | Ontario Teachers' Pension Plan | VP, compliance | Canada |
| Tony Michael | September 2006 | Dominion Corporate Services | Company secretary | Jersey |
| Stephen Andress | August 2006 | Commerzbank | Global head of derivatives operations | UK |
| Rob Baillie | July 2006 | RBC Dexia | President & CEO, Canada | Canada |
| David Copley | July 2006 | Mellon | Head of investment operations outsourcing, Europe | UK |
| Terry Drewett | June 2006 | FMC | Vice president | UK |
| Graeme Partridge | June 2006 | Credit Suisse | Vice president | UK |
| Peter Brookman | April 2006 | BNP Paribas | Head of UK fund accounting | UK |
| Lynne Hill | April 2006 | Ernst & Young | Head of UK transfer agency | UK |
| Richard Hughes | March 2006 | Omgeo | VP, outsourcing sales | UK |
| Rob Messenger | March 2006 | RBC Dexia | VP, fund services sales | UK |
| Aaron Overy | March 2006 | CheckFree | VP, pooling sales | UK |
| Louise Sylva | December 2005 | PriceWaterhouseCoopers | Senior relationship manager | UK |
| Karen Zeeb | December 2005 | Pershing | Pooling product manager | UK |
| Eric Pouwels | December 2005 | MarketXS | Head of asset servicing business development | Netherlands |
| Nirup Krishnamurthy | November 2005 | UAL Corporation | Chief technology officer | US |
| Ian Castledine | October 2005 | Merrill Lynch Investment Managers | Senior risk consultant | UK |
| Ben Williams-Thomas | September 2005 | JPMorgan | Custody sales, European pension funds | UK |
| Marc Russell-Jones | September 2005 | The Bank of New York | Alternative asset administration sales | UK |
| Michael Slater | September 2005 | HSBC | Sales, Middle East & North Africa | UK |
| Michael Blake | August 2005 | Business Logic Corp. | Business development, global fund services | US |
| Bibianna Man | July 2005 | Standard Chartered | Sales director, North Asia | Hong Kong |
| Alex Tobing | July 2005 | ABN AMRO | Sales director, South Asia | Singapore |
| Frans Hofkens | July 2005 | Citigroup | Senior relationship manager | UK |
| Christophe De Brabanter | July 2005 | State Street | Account manager | UK |
| Dennis Presburg | July 2005 | KAS BANK | Account manager | UK |
| Jim Trotter | July 2005 | Investit | Head of investment risk and analytical services | UK |
| Will Misata | June 2005 | BISYS | Relationship manager, global fund services | UK |
| Ian Headon | June 2005 | AIB/BNY | Product manager, alternative fund admin | Ireland |
| Ray Bloom | May 2005 | The Bank of New York | Head of UK pension funds servicing | UK |
| Allan Nedergaard | May 2005 | Danske Bank | VP, Nordic business development | UK |
| Sarah Hurst | May 2005 | The Bank of New York | VP, senior relationship manager | UK |
| Sue Baines | March 2005 | Clearstream | VP, bus. dev., global fund services | UK |
| Justin Chapman | March 2005 | Mondas | SVP, process manager, operations | UK |
| Iain Scott | March 2005 | JPMorgan Chase | SVP, operations strategy | UK |
| Kevin Hogan | November 2004 | State Street | Head of fund accounting operations | Ireland |
| Martin Travers | November 2004 | Tasc Administration | Head of shareholder services operations | Ireland |
| Revel Wood | November 2004 | BNY | Product mgr, outsourcing | UK |
| Claire Steele | September 2004 | JPMIS | Senior RM | UK |
| Simon Hutchinson | September 2004 | Instinet | Transition management strategist | UK |
| Wilson Leech | August 2004 | State Street | Head of strategic planning, int'l | UK |
| Karen Hamilton | August 2004 | Mellon | Product development, fund services | UK |
| Gary Hewitt | July 2004 | BNY | Fund services | UK |
| Sarah Noone | July 2004 | Smith & Williamson | Fund Services | UK |
| Sally-Anne Callick | May 2004 | JPMIS | UK sales | UK |
| John Gout | February 2004 | Citibank | European sales | UK |
| Wim van Ooijen | February 2004 | KAS BANK | Dutch RM | UK |
| Kevin Hardy | November 2003 | State Street | European director, transition management | UK |
| Ian Baillie | October 2003 | BNY | MD | Luxembourg |
| Paul Chapman | July 2003 | State Street | Head of European fund services rel. mgt. | UK |
| Noelle Tan | April 2003 | State Street | Relationship manager | Singapore |
| Meliossa O'Caoimh | December 2002 | Pioneer Global Investments | Head of operations | Ireland |
| Anne Lise Winge | July 2001 | Clearstream Banking | Head of Nordic sales | UK |
| Troy Muniz | April 2001 | State Street | Head of global sec. lending operations | UK |
| David O'Callaghan | February 2001 | Chase | Head of valuations & fund acctg. | Ireland |
| Barbara Lumpkin | November 2000 | City of Chicago | SVP, corp. & institutional services | US |
| Lawrence Au | April 2000 | BNY | GM, Hong Kong | HK |
| Aïda Molineux | March 2000 | Morgan Stanley | RM | UK |
| Jussi Louekoski | November 1999 | Deutsche Asset Management | Nordic sales | UK |
| Scott Scobie | February 1999 | State Street | Canadian clients RM | Canada |
| Jemma Broadgate | February 1999 | HSBC | UK PF sales | UK |
| DATE | COUNTERPARTIES | DEAL | PRICE | |
| NOV 04 | Northern Trust | ING Group | Purchase of Baring Asset Management's financial services group (custody, trust and admin.) | GBP260m |
| APR 03 | Northern Trust | Hewitt Associates | Sale of Northern's retirement consulting business | N/D |
| SEP 02 | Northern Trust | Deutsche Bank | Acquisition of Deutsche Bank’s global passive equity, enhanced equity and passive fixed income businesses | c. $260m |
| MAR 00 | Northern Trust | Ulster Bank Group | Acquisition of Ulster Bank Investment Services | EUR13.5m |
| CLIENT | DATE | LOCATION | SERVICES |
| Hermes Fund Managers | 2008 | UK | Investment operations |
| Vontobel Asset Management | 2007 | US | Investment operations |
| Generation Investment Management | 2007 | UK | Investment operations |
|
Julius Baer Investments Ltd |
2005 | UK |
Investment operations |
|
Insight Investment |
2005 | UK |
Investment operations |
|
Julius Baer Investment Management |
2004 | US |
Institutional investment operations |
| 2008 |
|
23DEC08: Northern Trust adds new mandate in Canada |
|
19DEC08: Northern Trust upgrades in Australia |
|
17DEC08: Northern Trust adds reporting functionality for asset owners |
|
15DEC08: Northern Trust to cut 450 jobs |
|
04DEC08: Northern Trust enhances reporting for alternative investments |
|
02DEC08: Northern launches online consultant services |
|
25NOV08: Northern Trust wins Canadian mandate |
|
30OCT08: Northern Trust wins wealth management mandate from Broadway Bank |
|
29OCT08: Northern adopts FpML for OTC derivatives trade processing |
|
28OCT08: Northern to take US Treasury capital injection of USD1.5bn |
|
23OCT08: Northern Trust reports large loss in third quarter |
|
16OCT08: Northern appoints Steve Quigley for EMEA process management |
|
16OCT08: Northern upgrades cash reporting with Clearwater |
|
30SEP08: Northern Trust announces USD328m after-tax charges on cash funds |
|
28AUG08: Northern Trust improves fixed income attribution service |
|
22AUG08: Northern Trust hires Martin Korst as senior RM in the Netherlands |
|
13AUG08: L&G appoints Northern Trust to administer new multi-manager product |
|
08AUG08: Northern Trust hires Carl Lingenfelter for new strategy role |
|
04AUG08: Northern adds three managers to EMEA fund services team |
|
01AUG08: Northern promotes Matt Severs to head of NA consultant relations |
|
15JUL08: Brevan Howard appoints Northern Trust for second Guernsey fund mandate |
|
14JUL08: Florence Chua joins Northern Trust as head of Singapore operations |
|
08JUL08: Maarten Roeleveld joins Northern Trust for Dutch sales |
|
04JUL08: Northern wins Auda FOHF servicing mandate |
|
03JUL08: Michael Wu leaves State Street to join Northern in Beijing |
|
26JUN08: Stephanie Saunders joins Northern to run infrastructure admin team |
|
20JUN08: Northern Trust delivers trust solution to Alpine Bank |
|
19JUN08: Angelo Calvitto joins Northern Trust in Melbourne |
|
19JUN08: Northern Trust to administer USD1.5bn portfolio for Puerto Rico |
|
12JUN08: Hermes appoints Northern Trust for major custody and administration mandates |
|
05JUN08: Thames River signs up for Northern's daily risk monitoring service |
|
03JUN08: Northern to use Pendo Systems for insurance accounting |
|
02JUN08: Northern Trust wins Hargreaves Lansdown funds of funds mandate |
|
02JUN08: Northern enhances trade communications via PassportLink |
|
22MAY08: Douglas Gee joins Northern as head of UK & Ireland pension fund sales |
|
24APR08: Mike Jenks joins Northern Trust as relationship manager |
|
22APR08: Northern Trust promotes Daswani to run international securities lending client relationships |
|
15APR08: Northern Trust wins Hawaii mandate |
|
15APR08: Eric Pouwels promoted to MD of Northern's Dutch office |
|
11APR08: Northern Trust hires John Folk for senior investor services role in Canada |
|
10APR08: Northern Trust signs hedge fund outsourcing deal with Julius Baer |
|
09APR08: Paul Cutts to head Northern's Melbourne office |
|
08APR08: Northern Trust wins USD15bn mandate from Handelsbanken |
|
02APR08: Northern Trust opens rep office in Abu Dhabi |
|
31MAR08: Steve Potter returns to Chicago to head NTGI |
|
26MAR08: Northern wins pension plan custody mandate from Lincoln Financial Group |
|
20MAR08: Northern hires Stephanie Howell from JPMorgan |
|
13MAR08: Nedergaard quits Northern to run Nordic sales at State Street |
|
11MAR08: Jon Dunham joins Northern Trust to run North American sales |
|
26FEB08: Northern adds senior management to Asia Pacific team |
|
07FEB08: Northern adds further strength to North American fund services team |
|
01FEB08: Northern Trust adds liability benchmarking to performance products |
|
01FEB08: Northern Trust expands in Limerick |
|
29JAN08: Northern Trust adds FoHF functionality |
| 2007 |
|
20DEC07: Northern appoints new head of Asia Pacific sales |
|
28NOV07: Sue Baines appointed as head of Northern's EMEA fund services sales team |
|
23NOV07: Northern strengthens Nordic team |
|
15NOV07: Northern hires McDonough for US sales to not-for-profit sector |
|
15NOV07: Northern adds to EMEA sales and RM team |
|
13NOV07: Northern hires Anthony Stevens for EMEA client service role |
|
25OCT07: Northern appoints three executive directors in Guernsey |
|
24OCT07: Northern hires Noah Uldall to coordinate global derivatives projects |
|
08OCT07: Northern Trust wins USD1.3bn servicing mandate for Equinox |
|
18SEP07: Northern Trust claims tax victory in Italy |
|
29AUG07: Northern hires Allan Watson as head of EMEA derivatives operations |
|
15AUG07: Northern Trust doubles cross-border pooling assets to USD24bn |
|
07AUG07: Behrens to run Asia Pacific for Northern Trust |
|
19JUL07: Northern reports custody assets up to USD4trn |
|
12JUL07: Northern promotes two in investment risk team |
|
11JUL07: Northern Trust completes outsourcing transition for Vontobel Asset Management |
|
10JUL07: Cherecwich joins Northern Trust as strategy and product chief |
|
03JUL07: Northern Trust wins major mandate from Tennessee |
|
02JUL07: Northern Trust strengthens Guernsey management team |
|
29JUN07: Northern expands OTC derivatives services |
|
25JUN07: Robert Frazer goes to Northern as head of global consultant relationships |
|
21JUN07: Northern Trust hires three for US sales team |
|
20JUN07: Gottex selects Northern Trust for Guernsey fund |
|
07JUN07: University of Kentucky selects Northern Trust |
|
01JUN07: Terry Toth stands down as head of NTGI |
|
11MAY07: Northern Trust wins major mandate in Australia |
|
01MAY07: Northern Trust appointed as administrator for USD1.1bn Brevan Howard fund |
|
04APR07: Northern Trust adds stock-level attribution to performance product |
|
28MAR07: Cherecwich set to join Northern Trust in senior strategic role |
|
27MAR07: Allison Coleman joins Northern Trust's US sales team from JPMorgan |
|
02MAR07: Northern Trust wins London Borough of Hounslow mandate |
|
27FEB07: Northern Trust wins Generation outsourcing contract |
|
27FEB07: Northern Trust adds East Riding to UK local authority client list |
|
23FEB07: Northern wins again in The Netherlands, adding staff |
|
20FEB07: Victoria Russell joins Northern's UK pensions team from BNY |
|
13FEB07: Gerry Brady to head Northern's Dublin fund admin business |
|
06FEB07: Matthew Adams joins HSBC from Northern Trust |
|
31JAN07: Broadgate quits Northern Trust to join JPMorgan's European pension team |
|
23JAN07: Northern in exclusive discussions with New Zealand Superannuation Fund |
|
17JAN07: Northern Trust appointed custodian for Texas A&M Foundation |
|
15JAN07: Hampshire County Council appoints Northern as global custodian |
| 09JAN07: Northern wins El Paso Firemen & Policemen's Pension Fund |
| 2006 |
|
12DEC06: Northern Trust wins USD655m foundation mandate |
|
20NOV06: Fallon takes fund admin product specialist role at Northern Trust |
|
20NOV06: Karen Lay joins BNY's European pensions team from Northern Trust |
|
20NOV06: Biggs (and eight others) promoted to EVP at Northern Trust |
|
20NOV06: Northern Trust wins fixed income custody mandate for Oslo municipality |
|
03NOV06: Northern strikes global custody deal with Bank of Communications in China |
|
01NOV06: Judson Baker appointed as derivatives product manager at Northern Trust |
|
27OCT06: John Savage joins BNY as head of US plan sponsor sales |
|
25OCT06: Northern Trust hires two VPs in Canada |
|
18OCT06: Northern Trust shuffles senior management again |
|
13OCT06: Northern appointed as global custodian for China's National Social Security Fund |
|
03OCT06: Northern opens new office in Bangalore |
|
28SEP06: Northern hires Tony Michael as Jersey company secretary |
|
21SEP06: Northern wins sole mandate from Abu Dhabi state pension fund |
|
13SEP06: Northern transfers Catherine Williams to US sales team |
|
01SEP06: Northern Trust consolidates in Dublin |
|
25AUG06: Conover to lead North American sales for Northern Trust |
|
22AUG06: Andress joins Northern Trust as global head of derivatives operations |
|
26JUL06: Northern Trust establishes private equity servicing in Dublin |
|
21JUL06: Baillie takes combined CEO roles for Northern Trust Canada |
|
13JUL06: Copley quits Mellon to join Northern Trust as European outsourcing head |
|
02JUN06: Northern hires two operations experts in London |
|
01JUN06: Northern wins Delaware public pension plans |
|
11MAY06: Northern wins Dutch pension fund |
|
21APR06: Northern adds SRI screen to compliance monitoring service |
|
20APR06: Northern hires two for UK fund administration |
|
05APR06: Northern appointed as global custodian for Prince Street |
|
23MAR06: Northern Trust opens Amsterdam office |
|
21MAR06: Northern wins Pzena fund administration mandate |
|
07MAR06: Northern wins EUR7.5bn travel and transport plan in Netherlands |
|
02MAR06: Northern Trust wins Reader's Digest mandate |
|
02MAR06: Richard Hughes joins Northern Trust in outsourcing role |
|
22FEB06: Waddell elected president and COO of Northern Trust |
|
15FEB06: Northern wins UK charity administration mandate |
|
13JAN06: San Jose System appoints Northern for custody mandate |
|
2005 |
|
22DEC05: Northern makes senior management changes in London |
|
21DEC05: Northern supports Unilever's pension pooling vehicle |
|
21DEC05: Northern hires two managers for pooling in Europe |
|
08DEC05: Northern hires again for Netherlands |
|
30NOV05: Lloyd's pension scheme goes to Northern |
|
16NOV05: Northern wins Laurus pension mandate in Netherlands |
|
11NOV05: Northern appoints new chief technology officer |
|
11OCT05: Northern hires Castledine to lead EMEA predictive risk service |
|
04OCT05: Citi hires O'Daly from Northern |
|
26SEP05: Northern wins USD18bn AP4 mandate |
|
20SEP05: Northern hires three for EMEA sales |
|
12SEP05: Northern appointed for Sony UK pension fund |
|
07SEP05: Northern opens client service operation in NY |
|
02SEP05: Northern Trust wins Commerce Bank mandate |
|
01SEP05: Northern promotes from within |
|
25AUG05: Northern extends Julius Baer outsourcing relationship |
|
16AUG05: Northern takes Swiss Capital hedge fund mandate |
|
15AUG05: Northern wins major Canadian pension fund mandate |
|
15AUG05: State Street hires Menard from Northern |
|
15AUG05: Northern hires Blake for fund services sales |
|
15AUG05: Swiss family offices favour outsourcing, says Northern |
|
15AUG05: Northern appoints Ehrenstrom to new sales role |
|
30JUL05: Northern wins $700m mandate |
|
22JUL05: Northern adds two sales directors for Asia |
|
20JUL05: Northern hires three Dutch RMs |
|
14JUL05: Northern adds Trotter to performance team |
|
04JUL05: Northern wins university fund mandate |
|
30JUN05: Diageo moves pensions custody to Northern |
|
29JUN05: Misata joins Northern from BISYS |
|
23JUN05: Headon joins Northern to run alternative products in Dublin |
|
27MAY05: Bloom joins Northern from BNY |
|
25MAY05: Northern expands pensions pooling capabilities |
|
25MAY05: Northern hires two front-line staff |
|
26APR05: Vice chairman Pero to step down at Northern Trust |
|
25APR05: Northern wins another Canadian pension fund |
|
24MAR05: New chief for Northern in Hong Kong |
|
24MAR05: Northern wins hospital mandate in Canada |
|
23MAR05: Northern opens rep office in Beijing |
|
21MAR05: Baines takes senior slot with Northern's fund services group |
|
14MAR05: Gout quits Northern to join ABN AMRO Mellon |
|
02MAR05: Northern hires senior ops managers |
|
03FEB05: Insight in exclusive outsourcing negotiations with Northern |
|
01FEB05: Northern big in Iowa |
|
25JAN05: Northern wins first UK fund admin mandate |