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What we do

Fiduciary management

More than a service, we are an asset manager with a difference.

From investment management and implementation to governance and reporting, we strive to provide our clients with their best outcomes. Our offering is hard to match—leveraging expert advice, best-in-breed investment products, and a robust operating platform.

UK fiduciary management at a glance.

25
25 years of experience as a UK fiduciary manager
60+
60+ clients representing UK pension schemes
£67B
Access to an extensive team, managing nearly £67 billion of institutional assets globally

Source: SEI, as at 31 Dec. 2023.

We support clients in these key areas:

Strategy

We offer flexibility, allowing clients to delegate whichever tasks they’d like, while retaining strategic control and oversight. Accordingly, we advise across the piece, in everything from goal setting to journey planning.

 

Execution

We take responsibility for implementation, identifying evolving risks and opportunities to help clients achieve their investment goals.

 

Governance

We give clients the opportunity to focus on the things that matter most to them, providing actionable and relevant updates to help them navigate market events and regulatory change.

What makes us different?

Open architecture platform

The bedrock of our service offering is SEI’s open architecture investment platform. Through this, we deliver technology and investment solutions to help connect the financial services industry.

Our strengths involve blending the skills of specialist asset managers, connecting data, and decision-making using best-in-class systems, globally. Put simply, we offer all the advantages of the open market with the connectivity and synchronicity of a single provider.

People and processes

This connectivity empowers our people and processes by engendering greater:

Transparency

  • We have complete, daily oversight of our clients’ liquid market holdings.

Control 

  • We control holdings at the custodian level, meaning we are able to move quickly in response to market events without necessarily being reliant on a third-party manager. Additionally, this makes moving assets between managers more efficient and reduces ongoing costs by allowing us to operate at scale.

Flexibility 

  • Our open architecture approach allows us to diversify across geographies, managers, styles, strategies, and technologies. We access the breadth of the global investment market to meet specific client needs and innovate as a product creator.

Client experience

For us, fiduciary management is about facilitating a strategic partnership, and our key focus is on the client experience.

We strive to be an accountable partner, helping our clients achieve their investment goals via bespoke, best-of-breed solutions empowered by our global open architecture investment platform. Our partnership means building resilient portfolios, and, accordingly, we assess risk across all key parameters to ensure our approach is holistic.

Want to find out more?

Our experts are here to help.

Donald Baines

Head of UK Fiduciary Management

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Important information 

This is a marketing communication.

This webpage is provided by SEI Investments (Europe) Ltd (""SIEL""). SIEL is authorised and regulated by the Financial Conduct Authority. Financial Services Register Firm Reference Number (FRN) 191713. Registered office; 1st Floor, Alphabeta, 14-18 Finsbury Square, London EC2A 1BR. Registered in England and Wales – company number 03765319. This webpage is only for the intended recipient and should not be distributed further. While considerable care has been taken to ensure the information contained within this webpage is accurate and up-to date and complies with relevant legislation and regulations, no warranty is given and no representation is made 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 in this webpage are of SEI only and are subject to change. They should not be construed as investment advice.