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No matter your business model, we’re focused on helping you better meet your clients’ goals, provide more meaningful advice, and spend more time growing your business.

What we do

  • Investment philosophy and process

    The strength of our global approach is rooted in active asset management, and tailored solutions backed by skilled manager research.

  • Managed account solutions

    Providing high-net-worth investors personalized advice and custom solutions through our trust accounting platforms.

  • Mutual funds

    Can be an important part of a diversified portfolio to help your clients focus on specific objectives including inflation, income, and accumulation.

  • Professional services

    Our specialized services combine our wealth management industry expertise and innovative technology to empower financial institutions.

  • Managed IT services

    Comprehensive platformized offerings that strengthen cybersecurity, enhance network operations, and scale cloud infrastructure for transformative business outcomes.

Who we serve

  • Banks

    Fully integrated front-, middle-, and back-office services for private banks of all sizes, allowing you to operate seamlessly across multiple markets.

  • Independent trust companies

    Gain the advantages of a large, connected enterprise with our unified and comprehensive technology, operations and asset management solution.

  • Insurance companies

    Leverage the power of a single, unified and flexible wealth management platform so you can grow, evolve and keep up with changing economic realities.

Latest insights

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April 30, 2025

Tariffs and trade wars and bears, oh my!

Recent weeks have clearly reminded us that we always face the risk of (sometimes severe) market turbulence.

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April 29, 2025

“Chimerica” consciously uncouples

That symbiotic, yet unsustainable, relationship started fraying about 15 years ago in the aftermath of the financial crisis.

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April 15, 2025

SEI Forward

Uncertainty is one of the clear certainties of capital markets.

All insights

Important Information:

Information provided by SEI Investments Management Corporation, a wholly owned subsidiary of SEI Investments Company (SEI).

Neither SEI nor its affiliates provide tax advice. Please note that (i) any discussion of U.S. tax matters contained in this communication cannot be used by you for the purpose of avoiding tax penalties; (ii) this communication was written to support the promotion or marketing of the matters addressed herein; and (iii) you should seek advice based on your particular circumstances from an independent tax advisor. 

Banks and wealth managers