Skip to main content

This is a Marketing Communication.

See how launching a discretionary investment management business helped one financial planning firm grow by enhancing their client experience.

Complete the form to gain instant access to our latest case study:

Collected to follow global data privacy requirements only
This includes emails, white papers, newsletters, event invitations, and company information. We will only use your data to provide you with this information. You can opt out at any time using the unsubscribe link in any of our emails or by emailing institutionsuk@seic.com. See our Privacy Policy at seic.com/UKPrivacyPolicy for details on how we store and process your data.

Important Information

Investment solutions provided by SEI Investments (Europe Ltd (“SIEL”), a registered investment advisor and wholly owned subsidiary of SEI Investments Company. Investing involves risk including possible loss of principal.

Leverage the SEI Advantage

Find out how our strategic approach to developing solution-driven partnerships could help you.

Learn more.

Banks, insurance and financial adviser firms