Addressing your complex needs for 50 years
We help our clients absorb change, stay relevant and deliver outstanding client experiences.
-
Alternative Asset Managers Managers of hedge funds, fund of hedge funds, and private equity
-
Banks and Wealth Management Firms Banks, independent trust companies, insurance companies and wealth management firms
-
Financial Advisors & Wealth Managers Independent advisors, broker-dealer home offices, and wealth managers
-
Individuals High-net-worth individuals and families and plan participants
-
Institutional Investors DB and DC plan sponsors, government, healthcare, nonprofits, and unions
-
Traditional Asset Managers Managers of collective investment trusts, ETFs, mutual funds, and separately managed accounts
Innovations for the wealth management industry
Rapid industry changes require next-generation investment infrastructure platforms, solutions and services.
-
Enterprise Wealth Management Services for Private Banking Organizations A comprehensive, global, scalable platform for wealth management
-
Customized Investment Solutions for Home Offices & Advisors Our investment products on your platform
-
Flexible Outsourced Business Solutions for Independent Advisors For advisors building a fee-based business
-
Personal Wealth Management for High-net-worth Families Goals-based advice and management
-
Enterprise Operating Platform for Investment Managers Turn infrastructure into a competitive advantage
-
Outsourced Investment Management (OCIO) for Institutional Investors Helping institutions improve strategic focus and gain efficiencies
We deliver wealth management and business process solutions to the investment industry.
Our deep domain knowledge enables us to deliver comprehensive solutions.
Investment solutions designed to help our clients -- and their clients -- reach their goals.
Improve your operational efficiencies and lower operational risk.
Deploy your capital more intelligently and drive efficiency throughout your business.
Your source for perspectives on industry challenges and opportunities.
From what’s now, to what’s new, to what’s next. Tap into the experience, talent and passion of our people.
-
Q4 2018 Quarterly Investment Review An overview of the global financial markets and our perspective on them
-
Soft Skills: They are More Major than Your Major Soft skills follow you wherever you go, regardless of career choice.
-
Quarterly Commentary: Late-Year Selloff Snowballs on Uncertainty The final quarter of 2018 saw precipitous declines in stock markets around the globe
We're invested in your success.
We strive to anticipate the future and bring it back to you -- to help you see, act and be successful in it.
Get caught up
Find out what we've done and where we're headed.
-
Nonprofit News Special Report: Investors Cautiously Optimistic in 2019 as Volatility Reemerges Nonprofits prepare for dampening of equity & fixed income returns
-
SEI Expands UK Institutional Team with Senior Appointment Katherine Lynas to Support SEI’s Growth in Fiduciary Management Market
-
More Than Half of Charities Need Tailored Investment Advice, According to SEI Study Improved Goal Alignment Creates Opportunity for Increased Charitable Spending