Guardian WM abandons Axa and Transact for SEI

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 fir...