Wealth management firms, financial advisors and their clients
Custom asset management programs
Leverage SEI’s global infrastructure and expertise as if it were your own, with solutions customized to meet the needs of your business, advisors, and clients.
We design our investment solutions with partners like you in mind, so that you can deploy them as your own integrated advice and investment offerings.
They can be partially or fully customized to fit your specific needs. Choose from:
- White label solutions to support your brand
- A tailored selection of SEI-branded investment options, using our best thinking and delivered in your choice of investment vehicle - fund or model.
Either way, our solutions are designed to help your firm achieve your organizational goals, create capacity for your front-line advisors, and to help create better investment outcomes for your clients.
Why take advantage of our custom asset management programs?
We believe in long-term strategic partnerships that help our clients partners achieve lasting success. In fact, trusted relationships are our top priority: more than 60% of our current private banking and wealth management clients have been in partnership with us for over 10 years.
- Our investment solutions enable you to offer a full fiduciary open architecture proposition.
- You have the ability to capitalize on multiple levels of diversification.
- Our scale drives significant cost benefits to you and your clients, because you leverage our innovative and institutional expertise, as well as our manager-of-managers implementation.
- We design portfolios to specifically align with how you issue advice and meet your clients’ needs.
How will SEI solutions help grow my business?
Leveraging our unique investment expertise, we are able to create the solutions that fit your needs across a range of competitive requirements.
- Operate seamlessly across multiple markets, while delivering a variety of choices to your clients.
- Meet client expectations, while simultaneously keeping costs and operational resources down and seizing opportunities for growth.
- Enhance your client proposition, while building a robust business model.
A global approach rooted in active asset management
Our solutions are guided by skilled manager research, driven by asset allocation, and monitored by independent risk management.
Investment solutions provided by SEI Investments Canada Company, the investment fund manager and portfolio manager of the SEI Funds in Canada and wholly owned subsidiary of SEI Investments Company. Investing involves risk including possible loss of principal.