Skip to main content
Image of a hand completing a wooden puzzle that depicts arrows ascending and descending, representing potential portfolio performance

Who we serve

Wealth managers

Flexible investment solutions to increase value and help grow your business.

You may be facing challenges achieving business growth, identifying new revenue opportunities, creating robust in-house investment functions, driving better client engagement, or executing effective technology strategies.

SEI is here to help. Our 20-year track record for building wealth management solutions for some of the world’s most prominent banks, wealth managers, and advisers gives us a unique edge to support your business. Take advantage of our flexible investment solutions that have helped wealth management firms grow their assets under management, revenues, and profitability.

We offer a range of solutions, including off-the-shelf portfolios, white-labelled strategies, custom-designed products, funds, and asset class manager-of-manager ‘building blocks’. All solutions are oriented towards helping you and your firm achieve your organisational goals, empowering front-line advisers in client engagement, and helping to create better investment outcomes for your clients.

  • We build discretionary investment programmes and solutions designed to complement your advice model.
  • Our global open-architecture investment platform offers access to thousands of investment managers and strategies.
  • We provide access to truly diversified whole-of-market portfolios, including specialist institutional fund managers typically normally inaccessible through retail fund platforms.

The benefits of partnering with SEI

Your firm needs a robust investment proposition to enable your advisers and relationship managers to help clients achieve their goals. Access the full breadth of SEI’s institutional-quality investment management to ensure you are ideally placed to succeed.

Important Information

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.