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Who We Serve
Alternative Asset Managers The complete range of operating functions for investment firms with alternative vehicles

Banks Multi-national and global banks, private banks, retail banks and building societies

Financial Institutions Investment platform providers and trust companies

Institutional Investors Helping Defined Benefit schemes, Defined Contribution schemes and Charities reach their investment goals

Traditional Asset Managers We provide the advanced operating infrastructure needed by investment organizations

Wealth Management Firms Wealth managers, financial advisers and private client investment managers
Our Solutions
Goals-based Investment Solutions Streamline your advice delivery and align your advice with the way clients think about their wealth

Customised Investment Solutions Asset management solutions designed to meet the needs of clients, advisers and the business

Customised Technology and Outsourcing Solutions An end-to-end wealth processing and wealth management solution

Master Trust A 360-degree governance solution for Defined Contribution Schemes

Fiduciary Management Helping pension schemes improve funding levels and lower volatility for over 20 years

Enterprise Operating Platform for Investment Managers Turn infrastructure into competitive advantage
What We Do
InvestmentManagement

Solutions designed to help clients reach their goals

Philosophy and Process

Investment Advice Services

OCIO for Charities

Strategies and Funds

InvestmentOperations

Improve your operational efficiencies and lower operational risk

Fund Administration

Investment Operations Outsourcing

Regulatory Services

Wealth Management Operations Outsourcing

InvestmentProcessing

Deploy your capital more intelligently and drive efficiency throughout your business.

Integrated Wealth Management Technology

Investment Manager Technologies
Newsroom
Media Mention 12 Dec 2018
Financial Times: SEI chief Al West says innovate or die How Al moved from engineering into asset management

Press Release 14 Nov 2018
SEI to Hold Analyst Call on Thursday, Nov. 15, 2018 at 9 a.m. Public Invited to Monitor Conference Call

Press Release 14 Nov 2018
SEI Positions Organization for Accelerated Growth Company’s Unified Processing and Technology Business to Support Markets’ Convergence
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About Us
Celebrating 50 Years of SEI Video coverage: 50 years of creating next-generation solutions for our clients' enduring success

Codify, London RegTech Incubator Providing an opportunity for start-up firms to accelerate their innovation.

History of Innovation Learn about our long history of paradigm-shifting solutions

Corporate Profile Fundamentals about us, including our mission, business units, clients and assets under management

Our People Our people are our most valuable assets

Our Locations Our global offices
Knowledge Centre
Blog Posts 11 Dec 2018
SEI Master Trust: Over Ten Years of Experience Through Innovation Selecting a master trust should include examination of a provider's pedigree

Commentaries 04 Dec 2018
Study: How Charities Could Use Dynamic Management to Optimise Their Spending Investment managers can do more to help Charities optimise their spending

Commentaries 04 Oct 2018
Factor Investing: Finding Balance Between Active and Passive Bridging the divide between active and passive by using factor effectively
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Case Studies
Creating a Bespoke Solution for a Global Engineering and Manufacturing Firm Find out how we solved their challenges

The CIT Route to a U.S. Retirement Plan Business A large investment manager deploying a CIT needs expertise, technology and infrastructure

Cutting Through the Bank Debt Processing Jungle A multi-strategy hedge fund manager expands into a new vehicle, and faces operational headaches
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Webcasts & Events
Webcast 6 January 2017
Webinar: The Future of Private Equity What will the global private equity market look like in the future?

Webcast 4 November 2015
Webinar: Forces of Change in an Evolving Retirement Market Transformative trends playing out in the retirement market

Webcast 9 April 2015
The Evolving Regulatory Landscape: Webinar Annex IV reporting is yet another regulatory requirement that is impacting the operations of private equity managers
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Contact Us

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About Us

Our People

We work with you to identify areas of opportunity to help you thrive and grow. We’re (literally) invested in your success.

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Executive Management

Solutions

Sales

Russell Andrews Leads Solutions & Marketing team for Asset Management Distribution across UK, Europe and Asia
Eugene Barbaneagra Oversees UK, European and global equity funds
Kevin P. Barr Executive Vice President, Head of Investment Management Unit
Nigel Brook-Walters Leads the UK IFA sales team
Albert Chiaradonna Senior Vice President, SEI Wealth Platform, North America Private Banking
Jason Collins Coordinates resources and investment strategy for equity portfolios
Robert F. Crudup Executive Vice President
Sandy Ewing Senior Vice President, TRUST 3000®
Joseph Henkel Responsible for overseeing the Irish operations and the continued global growth of the Investment Manager Services division
Ryan Hicke Senior Vice President, SEI Wealth Platform
Pradeep Kachhala Helps pension funds and charities meet their investment goals
Graham Kennedy Responsible for strategic planning and day-to-day operations of SEI Global Fund Services

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