Prosperity IFA Limited Selects SEI for Tailored Model Portfolios

LONDON, 18 June 2025 – SEI^® (NASDAQ:SEIC) today announced a strategic partnership with Prosperity IFA Limited (Prosperity), an independent financial adviser, to serve as discretionary investment manager for Prosperity’s customised, white-labelled range of model portfolios. The Pegasus MPS range, managed by SEI, seeks to strengthen Prosperity’s central investment proposition and client experience through a scalable, cost-effective, and tailored investment framework.

Third-party model portfolio service (MPS) providers accounted for most of the growth in multi-asset sales in the UK during the second half of 2024.^* Standard in-house propositions can become complex and inefficient as businesses evolve, requiring teams to spend more time reactively adapting processes and researching and managing investment changes. For growth-oriented firms, partnering with a skilled MPS provider can reduce end-costs, streamline processes, improve performance, and allow advisers to focus on engaging with clients.

Commenting on the strategic partnership, Simon Munday, CEO and Founder of Prosperity IFA, said:

“We are delighted to partner with SEI to launch a new range of investment portfolios as part of our commitment to delivering high-quality, forward-thinking solutions for our clients. SEI’s global scale, institutional expertise, and robust investment infrastructure complement our own advice-led approach, enabling us to offer enhanced portfolio design, deeper risk management, and greater operational efficiency. This partnership supports our long-term strategy to provide clients with greater value, transparency, and investment confidence.”

Ian Love, Head of Asset Management for EMEA at SEI, added:

“In today’s dynamic economic landscape, consistency and personalisation are no longer optional—they’re essential to achieving investors’ financial goals. Our goals-based investment philosophy, customisable solutions, and deeply consultative approach to strategic partnerships can help IFAs of varying sizes centre their offerings around these key ingredients. Our strategic partnership with Prosperity IFA reflects a shared commitment to investment excellence and putting clients at the heart of everything we do.

“Our discretionary portfolio and operational services will empower Prosperity to offer tailored portfolios at attractive price points, supporting clients in achieving their financial goals, while scaling for the future. We’re delighted to help drive strong client outcomes for Prosperity and support their exciting growth ambitions.”

*ISS Market Intelligence, Portfolio Construction Uncovered: Insights from the frontline of UK Retail Advice, 3 April 2025.

About SEI^®

SEI (NASDAQ:SEIC) is a leading global provider of financial technology, operations, and asset management services within the financial services industry. SEI tailors its solutions and services to help clients more effectively deploy their capital—whether that’s money, time, or talent—so they can better serve their clients and achieve their growth objectives. As of March 31, 2025, SEI manages, advises, or administers approximately $1.6 trillion in assets. For more information, visit seic.com.

About Prosperity IFA Limited

Prosperity IFA Limited is a firm of independent financial advisers based in Crowborough, but with offices across the South-East and that is predominantly where they are active, although they serve clients across the UK. The firm is dedicated to delivering unbiased financial advice in a way that suits each individual client. Founded in 2012 by Simon Munday, following a decade of experience in the financial services industry, Prosperity IFA Limited has grown steadily through client recommendations. Personal service lies at the heart of its approach, and its advisers have been helping clients navigate complex financial markets for many years.