Wealth Management Services
Our wealth management programme enables you to:
- Focus on building lasting client relationships and generating revenues by reducing costly, time-intensive tasks
- Install a consistent client process that may help reduce business risks
- Take a goals-based approach to your clients’ financial needs, providing an investment solution that matches their objectives
- Access an experienced global investment team of over 100 professionals, responsible for asset allocation, portfolio structure, manager selection and ongoing monitoring
Enhanced support
Our client-centric approach consists of four key components designed to deliver long-term success:
1. Client Discovery Process -- Deepen client relationships with an innovative, intuitive and dynamic discovery process that enables clients to clearly articulate their financial and lifestyle goals.
2. Marketing/Sales Support Services -- Benefit from a wide range of supporting materials that enable you to effectively promote the SEI-supported programme. These include investor presentations, sales aids, training tools, and client reporting.
3. Client Transition Services -- Work from an action plan to facilitate a successful transition. This includes evaluating tax consequences, gain/loss situations and other considerations.
4. Investment Programme Management Services -- Receive on-going programme management, oversight and governance for SEI’s goals-based investment programme, including business plans, implementation support, training, and marketing launch.
Contact our team to learn more.