Skip to main content

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.

Our expertise

Navigating regulatory change

Interested in learning more

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.