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- Who We Serve
- What We Do
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- Insights & Research
Wealth Management Insights & Research
Seize opportunity with our wealth insights
Top Wealth Insights
What is the “why” that drives today’s most successful business leaders? We speak with entrepreneurs and visionaries who have reshaped their industry about their life’s work, legacy and the greater meaning of it all
Stay informed on recent market developments and their impact on your portfolio with Wealth Management Chief Investment Officer Katie Nixon.
The Northern Trust Institute
More Top Wealth Insights
Will your wealth plan encourage your children’s entrepreneurial spirit or foster complacency?
Do ESG investments really deliver on what they promise?
Wealth Planning
Learn how a grandfather used annual gifting to provide a hands-on lesson in investing while making the most of a difficult market.
More Wealth Planning Insights
Successful wealth management requires a strong foundation of financial knowledge across generations.
Moving across state lines? Our checklist can help you navigate the tax, estate and other financial complexities that come with interstate relocation.
Investing
Pull back the curtain on financial trends as Wealth Management CIO Katie Nixon and her guests tackle big market questions the best way possible: by exploring the evidence.
Consider building a portfolio reserve to avoid making short-term decisions that could jeopardize long-term goals.
MORE INVESTING INSIGHTS
Take full advantage of diversification by understanding where to find truly unique sources of return.
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Our Wealth Experts
Katie Nixon is an Executive Vice President and Chief Investment Officer for the Wealth Management business at Northern Trust.
Peter is responsible for the application of leading research to the wealth management investment process.
Pamela Lucina is the President of The Northern Trust Institute and leads Wealth Management’s national practice for ultra-high net worth families.