Banks, wealth managers, and financial advisers
Operate seamlessly across multiple markets, while delivering a variety of choices to your customers
Private banks of all sizes are faced with managing multiple aspects of their complex wealth management business. Our scalable solutions are designed to help banks more effectively allocate resources to help improve underlying cost structure, reduce risk, and better serve clients.
For more than 55 years, SEI has been a pioneer in the wealth management industry through constant innovation, technology automation, and superior outsourcing services.
Our extensive range of investment solutions can help you provide bespoke solutions and drive business growth opportunities.
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 work closely with a wide range of intermediary platform providers enabling you to deliver a specialised investment solution to both clients and advisers.
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.