SEI

Francis Clark Financial Planning set up a white-label managed portfolio service for their clients, but as the effects of COVID-19 played out and markets stagnated, they realised they needed a change. Managing Director Chris Reah explains how they found the right solution.

'M&A is reshaping UK wealth management at an unprecedented pace'

'The industry faces a radical shift in generational expectations'

Continued appetite and momentum in M&A space

To manage its ‘Pegasus’ MPS range

‘Hyper-personalisation and fintech disruptors are reshaping financial advice’

SEI restricted from launching products and onboarding institutional clients

Stephen Harper leads the business as CEO

Important to consistently evaluate your tools for value and gaps

'As important as diverse talent, a collaborative culture is critical'