Knowledge Centre Archive


Tackling Transparency: How Transparency Can Rebuild Trust

SEI is a company driven by clients – wealth management professionals and their investors. Spurred by the desire to take a global perspective on the Canadian, US and UK markets, SEI and independent research firm, Scorpio Partnership, have examined the drivers of trust within the wealth management industry. Specifically, what is trust?  How is it constructed, demonstrated and delivered?

In times of crisis, wealth managers know the importance of communicating with their clients. And there is no doubt, when the screens turned red in 2008, the wealth management industry reached for the phones, let the emails fly and scheduled those quarterly review appointments. But now, as the market seems to be moving out of tumult and into a new reality, what has changed? What has the wealth management business learned as we move forward into a new decade?

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Tackling Transparency

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