Areas of Expertise
- End-to-end operational outsourcing
- Straight-through processing
- Regulatory risk mitigation
The SEI Wealth PlatformSM is based on decades of lessons learned, with an eye on the future of the industry. It allows you to focus on your high-value competitive advantages and building value in your business.
About our team
Our team members are our secret weapon — dedicated client partners with deep industry experience and an innovative spirit that helps us solve your greatest challenges.
Our proven methodology, coupled with the Platform’s flexibility, provides a truly different approach.
A partnership with the SEI Wealth PlatformSM team enables you to:
- Maximise your opportunities, by giving you more time to focus on your business and your clients
- Manage your costs, by increasing your operational efficiency
- Mitigate your risk, by increasing automation and ensuring compliance with the latest regulations
Meet our leadership team
Brett Williams, Managing Director, SEI Wealth Platform UK
Working in close partnership with wealth managers, Brett focuses on optimising the SEI Wealth Platform capabilities to complement each client's core strengths. A seasoned leader who has built his reputation by challenging the status quo, Brett pursues continuous innovation to enhance our solution development.
James London, COO, SEI Wealth Platform UK
James leads all operations and solutions development for the SEI Wealth Platform in the UK, working closely with clients to identify their unique requirements and tailor the platform implementations accordingly.
Martin Steer, Commercial Director, SEI Wealth Platform UK
Martin leads development and execution of commercial arrangements for the SEI Wealth Platform in the UK. In this role, he partners with each client to structure a mutually beneficial service framework that ensures we deliver exactly what is needed.
Recent Articles from SEI Wealth Platform UK Team
The Future Implications of MiFID II How might MiFID II shape the wealth management sector?
The Business Impact of MiFID II Is the wealth management sector agile enough to adapt?
The Client Impact of MiFID II How has MiFID II affected wealth clients?
Better Decision Making for Wealth Managers in the Age of Digital Distraction Our May Innovation Roundtable addressed how we can better understand decision making
Innovation and Brand in Modern Wealth Management We invited two industry experts to SEI London to share their knowledge
Enhanced KYC and Identity in Wealth Management Two leading experts share their views
Turn 5 Tech Risks into Opportunities How to let risk drive growth-nurturing change
Artificial Intelligence and Wealth Management How Artificial Intelligence (AI) can complement what wealth managers are already doing
3 Generations, 2 Trends: What it Means to the Future of Financial Services What the power of the crowd and the importance of experience over product and price mean for financial services
MiFID II: Understanding your relationships How your relationships will affect your compliance obligations under MiFID II