Wealth managers

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.