As markets change and evolve, the importance of simplicity and efficiency is increasing. Consumers are looking for holistic providers of the services and solutions they use – a “one-stop shop”, instead of multiple providers for their personal and wealth needs.
In this highly competitive industry, it is important to keep up with these rapidly evolving needs. At SEI, we recognize this, and can partner with you to provide wealth and asset management solutions and technology to enable you to operate seamlessly across multiple markets, while providing a superior customer experience.
Our extensive range of asset management, technology and operational outsourcing solutions can help you provide custom solutions and drive business growth opportunities.
SEI partners with you to deeply understand your goals and where your business needs to be in the future. We create flexible solutions that are both stable and scalable – addressing all the steps needed to meet your varied and changing needs and capital efficiency considerations.
Recognized globally for our expertise in asset allocation, we package our wealth management solutions in a variety of ways to suit business, advisor and investor needs. With a full range of investment options, we create a personalized and proprietary line-up of best-fit solutions to address all growth opportunities.
The Strength of SEI Partnership
SEI’s Strategic Partnership programme is rooted in developing an understanding our partners’ key measures of success and delivering the solutions to drive that success. Our innovative mindset underpins our collaborative approach to working with clients to identify their unique needs and co-creating bespoke, flexible solutions to support their strategies, ultimately resulting in greater success.
SEI’s comprehensive approach from discovery through delivering solutions has resulted in the development of true partnerships, many of which have spanned two decades. We have worked with partners in their quest to:
- Transform businesses: Create next-generation wealth management organisations by leveraging SEI’s tailored asset management and wealth processing solutions across the globe.
- Develop stronger value propositions: Fulfill needs internationally, supported by institutional-quality investment solutions.
- Deliver stronger revenue: Improve sales and marketing capabilities to facilitate the growth of client relationships through enhanced investment education and end-investor resources.
From the initial discovery phase through ongoing client support, our team members are with you every step of the way to provide a remarkable client experience. Our partner solutions can be SEI-packaged, using our best thinking and delivered via our most efficient solutions. We also repackage SEI’s capabilities and best thinking with your brand. Solutions can be partly customized or fully customized to fit your specific needs.
Investment solutions provided by SEI Investments (Europe) Ltd (“SIEL”), a registered investment advisor and wholly owned subsidiary of SEI Investments Company. Investing involves risk including possible loss of principal.