Case study
A true strategic partner coupled with a modern, flexible platform. Discover how we collaborate with our clients, through a mixture of people, process, and technology, to help them reach their unique goals.
Change isn’t always easy. However, with the significant pressures facing the wealth management industry, change is constant. The stories below are examples of how we collaborate with our clients to help them achieve their unique business goals.
Successful strategic partnerships are not built overnight. Long-term success requires getting comfortable with change, with a partner that challenges you and trusts you to deliver results. This series explores SEI's strategic partnership with Benchmark Capital. Those leading the SEI and Benchmark relationship discuss how we have faced change head on and grown bold together.
Trusted partners are invaluable when going through significant transformation as enablers to drive positive and proactive change. Read about how our strategic partnership with WH Ireland helped them to deliver the required change at pace and under pressure.
Collaboration is key to a successful partnership. A year after going live on the SEI Wealth Platform, Alex Twiss, Investment Director at Connor Broadley, who was tasked with leading the project to select a new platform provider, reflected on the partnership and how working with the Platform has impacted their business.
What does it take for a business to grow? A strategic partner to help navigate periods of change and a collective focus on your employees is now more essential than ever. Discover how our partnership with Grant Thornton led to a strategic change management initiative, helping to support wealth managers through the transformational change of adopting the SEI Wealth Platform.
Collaboration with firms, regulators, and industry bodies ensured transparency and efficiency gains for new MiFID II costs and charges regulations.
Client partnerships, regulator relationships, and internal experts helped deliver a successful collaborative project for new regulations.
The SEI Wealth Platform supports a wide range of wealth management firms globally. If you don’t see a case study that matches your own situation, talk to us. Chances are, we’ve done it before.
Important Information
The material on this webpage is provided for informational purposes only, for intended recipients who are professional investors and is not for further distribution.
This information is issued and approved by SEI Investments (Europe) Ltd (“SIEL”) 1st Floor, Alphabeta, 14-18 Finsbury Square, London EC2A 1BR. SIEL is authorised and regulated by the Financial Conduct Authority in the United Kingdom. While considerable care has been taken to ensure the information contained within this webpage is accurate and up-to-date, no warranty is given as to the accuracy or completeness of any information and no liability is accepted for any errors or omissions in such information or any action taken on the basis of this information.
The views and opinions on this webpage are of SIEL only, which are subject to change. They should not be construed as investment advice.
The value of an investment and any income from it can go down as well as up. Investors may not get back the original amount invested.
