Wealth management technology and operations
End-to-end wealth management technology and operations solutions powered by the SEI Wealth Platform ℠.
Banks, wealth managers, and financial advisers
Powering the future of your business.
Outsourced technology, operations, and investment solutions to help banks, wealth managers, and financial advisers reduce friction, grow confidently, and prioritise their clients' goals.
What we do.
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Goals-based approach
We design our investment offerings to meet a wide range of individual investor goals and risk tolerances.
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Strategies and funds
A diversified complex of funds go into our mutual fund models and strategies, each using expertly managed asset allocation.
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Customised investment solutions
Our investment solutions are designed to be customised, so you can deploy them as your own integrated advice and investment solution.
Who we serve.
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Global and private banks
Fully integrated front-, middle-, and back-office services and flexible investment solutions for private banks of all sizes.
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Wealth managers
We complement, augment, and scale your internal capabilities, both holistically through strategic outsource partnerships or through individual specialist solutions.
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Independent financial advisers
We power up your success by helping minimise inefficiencies, improve profitability, and enhance the quality and integration of planning, advice and investments in a way that benefits all stakeholders.
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Insurance providers
We integrate our investment solutions to improve the investment richness and institutional quality of your packaged products and services.
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.