Guardian Wealth Management has appointed technology provider SEI to run its white-labelled platform and back-office systems.
The advice firm, specialising in expatriates and with offices in Europe, the Middle East and Hong Kong, will begin to move its 7,000 clients following their individual annual review dates.
Chief executive David Howell (pictured) told IFAonline that SEI, headquartered in Philadelphia, provided an international approach unrivalled by UK-based platforms.
"[SEI] provides a global solution rather than just picking a UK platform," he said. "Al West, who is the founder, is an entrepreneur, and is looking at way to develop in other countries. We've got that strategic fit with them.
The firm currently holds the majority of its UK clients in Axa Elevate and Transact.
"Transact can't do what we want to do elsewhere in the world - one platform doesn't fit all," Howell said.
SEI will be the sole technology supplier, providing what Howell called "a consistent approach".
Guardian will develop a number of distinct propositions with SEI, as part of its attempt to crack both mass market and high net worth clients.
"They are able to do other technical things, and we can collaborate by working on other projects," Howell said.
"I wouldn't call it a platform, which is one of the major distinctions compared to how we looked at other providers. They are more than a platform - they don't want to be seen as a platform."
Last month, the firm announced plans to offer a low-cost, remote independent advice proposition to clients, delivered via Skype and other online tools, in which SEI will now play a major role.
Guardian is also planning to open a 100-strong head office in Cardiff, headed by IFP president Marlene Shalton.
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