Areas of Expertise
- Platform-agnostic, customisable technology and advice
- Turnkey asset allocation
- Investment strategies
- Goals-based investing
Leveraging more than three decades of experience, our team provides discretionary asset management solutions, underpinned by SEI's manager research, asset allocation and portfolio construction advice.
Our mission: To enable wealth management firms and their advisers to achieve success and provide better outcomes to their clients through an integrated, customisable technology, advice and investment solution.
Our team helps to minimise barriers to success, which may include a combination of small scale, lack of resources, concern with cost, and the need to reduce firm risk (such as operational, investment and regulatory).
We believe our key differentiator is the way we work with clients. By establishing a true strategic partnership – aligned in value proposition and shared risk – we are able to offer a high level of customisation, providing our partners with diversification, a manager-of-managers approach, and a goals-based philosophy and process. It’s in these areas that SEI has been a pioneer and which continue to be recognized as innovations in financial services.
Meet our leadership team
Kevin Barr, Executive Vice President, SEI
Kevin drives our vision, strategy and strategic partnership approach in working with some of the world’s largest financial firms.
Derek Zeller, Global Head of Asset Management Distribution Solutions and Marketing, SEI
Derek facilitates the development and distribution of our solutions globally.
Arjan Looijestin, CFA, Managing Director, Asset Management Distribution, UK and Europe
Arjan is responsible for distribution partnerships throughout the UK, Europe and Asia. His expertise is in helping our partners deliver customised asset management solutions that leverage SEI's investment advice.
Russell Andrews, Head of Solutions and Marketing, Asset Management Distribution, UK, Europe and Asia
Russell guides the design, development and ongoing evolution of our asset management solutions for the intermediary wealth management market.
SEI's Asset Management Distribution Team is a part of the Private Banking business unit of SEI Investments Company.