View more on these topics

SEI launches new services for wealth managers

SEI, the wealth manager outsourcing firm has added a new range of services for UK wealth managers to its global wealth platform.

The services are designed to help wealth managers manage investment portfolios, allowing them to execute mass trades across their client base and prepare client statements grouped by families or client types.

They also offer risk configuration options for clients as well as services for pre- and post-trade investment compliance.

SEI private banking executive vice president Joseph P. Ujobai says: “Wealth managers are embracing business transformation in order to drive ahead of their peers. This requires executives to make critical business decisions on how best to execute the transformation. We believe that the enhancements to our global wealth platform will help wealth managers to reach their goals.”

Recommended

Newsletter

News and expert analysis straight to your inbox

Sign up

Comments

    Leave a comment

    Close

    Why register with Money Marketing ?

    Providing trusted insight for professional advisers.  Since 1985 Money Marketing has helped promote and analyse the financial adviser community in the UK and continues to be the trusted industry brand for independent insight and advice.

    News & analysis delivered directly to your inbox
    Register today to receive our range of news alerts including daily and weekly briefings

    Money Marketing Events
    Be the first to hear about our industry leading conferences, awards, roundtables and more.

    Research and insight
    Take part in and see the results of Money Marketing's flagship investigations into industry trends.

    Have your say
    Only registered users can post comments. As the voice of the adviser community, our content generates robust debate. Sign up today and make your voice heard.

    Register now

    Having problems?

    Contact us on +44 (0)20 7292 3712

    Lines are open Monday to Friday 9:00am -5.00pm

    Email: customerservices@moneymarketing.com