Northern Trust Wins Top Honors as Best Private Bank in the U.S. for Digital Wealth Planning and Customer Experience
Northern Trust, a global leader in wealth management services, has been named “Best Private Bank in the U.S. for Digital Wealth Planning” and “Best Private Bank in the U.S. for Digital Customer Experience” at the prestigious Financial Times and PWM’s Wealth Tech Awards. These accolades underscore Northern Trust’s commitment to leveraging cutting-edge technology to enhance client experiences, streamline operations, and deliver superior investment outcomes.
The Wealth Tech Awards celebrate innovation in the wealth management industry, recognizing companies and products that push the boundaries of technology to meet evolving client needs. Judged by a panel of industry experts, the awards highlight organizations that excel in creating transformative solutions for their clients.
A Legacy of Innovation and Excellence
Northern Trust’s success is rooted in its ability to combine the resources and expertise of a longstanding global financial institution with forward-thinking technological advancements. According to Jason Tyler, President of Northern Trust Wealth Management, “Our industry-leading technology continues to deliver sharper insights, faster decisions, and personalized experiences for our clients. These honors celebrate the strategic efforts of our talented team of technologists and innovators over the years.”
This marks the third consecutive year that Northern Trust has claimed the title of “Best Private Bank in the U.S. for Digital Wealth Planning.” The company’s innovative approach to wealth management has set it apart in an increasingly competitive market.
Transforming Wealth Planning with Goals Powered Solutions
In 2024, Northern Trust made significant strides in enhancing its Goals Powered Solutions platform, which serves as the foundation for its pioneering Goals Driven Wealth Management approach. By dramatically increasing the speed at which new features are brought to market, Northern Trust has delivered better financial outcomes for clients while boosting satisfaction levels.
The platform empowers clients to align their investments with specific financial goals, providing clarity and confidence in their wealth management strategies. This focus on personalization and efficiency has solidified Northern Trust’s reputation as a leader in digital wealth planning.
Elevating Digital Customer Experience for Family Offices
In the category of “Best Private Bank in the U.S. for Digital Customer Experience,” Northern Trust was recognized for its proprietary technology tailored to the unique needs of family offices. The platform enables Northern Trust’s wealthiest private clients to seamlessly transact, analyze, and monitor investment performance in real time.
One standout feature is the enhanced money movement solution, which processes payments and integrates into the daily operations of family offices. This innovation ensures that clients can make informed business and portfolio decisions with ease and precision.
“From our experience supporting sophisticated clients globally, we don’t just deliver technology – we provide digital tools that work where they matter most,” said Henry Johnson, Chief Operating Officer of Northern Trust Wealth Management. “We continue to invest heavily in technology to provide smarter and more secure financial solutions for the most affluent individuals and families in the world.”
Recognition on a Global Stage
Northern Trust accepted these prestigious awards at a ceremony held in London on May 8, 2025. The recognition highlights the company’s dedication to delivering exceptional service and innovative solutions to its clients.
As a trusted partner for affluent individuals and families, family offices, foundations, endowments, and privately held businesses, Northern Trust offers holistic wealth management services designed to meet the unique needs of each client. With $446.9 billion in assets under management as of March 31, 2025, the company continues to demonstrate its leadership in the wealth management industry.
Why Northern Trust Stands Out
What sets Northern Trust apart is its ability to blend advanced technology with personalized service. The company’s proprietary platforms are not just tools but comprehensive solutions that address the complexities of modern wealth management. Whether it’s streamlining daily operations for family offices or helping clients achieve their financial goals, Northern Trust’s digital innovations are designed to deliver tangible value.
For example, the Goals Powered Solutions platform transforms the way clients approach wealth planning by providing actionable insights and dynamic adjustments based on real-time data. Similarly, the enhanced money movement solution simplifies complex transactions, enabling clients to focus on what matters most—their long-term financial success.
A Commitment to Continuous Improvement
Northern Trust’s achievements in digital wealth planning and customer experience are the result of sustained investment in technology and talent. The company’s technologists and innovators work tirelessly to anticipate client needs and develop solutions that exceed expectations.
Looking ahead, Northern Trust remains committed to pushing the boundaries of what’s possible in wealth management. By continuing to invest in cutting-edge technology, the company aims to maintain its position as a leader in the industry while delivering unparalleled value to its clients.
Serving the World’s Most Affluent Clients
Northern Trust Wealth Management is dedicated to serving the world’s most affluent individuals and families, offering a comprehensive suite of services that include wealth planning, investment management, trust and estate planning, and philanthropic advisory. Its innovative technology, combined with a deep understanding of client needs, ensures that Northern Trust consistently delivers exceptional results.
As an Equal Housing Lender and Member FDIC, Northern Trust upholds the highest standards of integrity and security, providing clients with peace of mind as they navigate the complexities of wealth management.
