Banks, insurance and financial adviser firms
Independent financial advisers
Integrated, diversified solutions to help you build strong financial futures for your clients, create enduring relationships, and achieve your business goals.
Our flexible outsourced investment solutions are designed to help you deliver advice more in line with how your clients think about their money, while helping to enhance the quality of the investments made.
By combining our institutional investment capabilities and innovative technology, our solutions also help financial advisers work smarter—so you can grow your business, freeing up time to expand your client base and deepen client relationships.
Underpinning all adviser solutions are the SEI Strategic Portfolios and mutual funds, which extend across a range of risk profiles and objectives, helping you and your clients maximise returns and manage volatility and investment risk.
Why work with SEI?
We provide advisory businesses like yours with a cutting-edge platform and outsourced advisor services to help attract more clients, save time, grow your revenues, and differentiate your advisory firm in the market. You’ll have more time to talk about the things that investors care about, because advice matters.
We’re also a trusted practice management partner, helping you truly deepen client relationships as we support every stage of your growth cycle.
Access practical benefits
- Specialised investment solutions that support a goals-based approach to investing.
- Save time. We’ll do the heavy lifting while you gain productivity and access to an institutional-quality investment solution.
- Increase your team without adding headcount – our team is your team.
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.