Wealth Managers

Working With Us

A Different Approach

Engaging with SEI begins with a discovery session, designed to help us understand your current business and your vision for the future. We work to gain an appreciation for your business processes and supporting tools and technologies. Through this engagement process, we assess how our services and solutions can best meet your needs.

Partner Focus

We believe a new business model is emerging across multiple segments: Independent Financial Advisers, Private Client Investment Managers, and Banks. These firms, which we refer to as Independent Wealth Advisers (IWA), are looking to change the way they do business and are best aligned to partner with SEI. Read more about the changes they’re adopting and benefits of the IWA Business Model.

About SEI

For over four decades, SEI has anticipated changing market needs and created innovative business solutions to meet the challenges of managing and administering personal and institutional wealth. Since opening our London office in 1999, we have invested heavily in the research, design and development of world-class wealth processing and wealth management solutions. Learn more