SEI
Russell Andrews: Why empathy informs advocacy
The ultimate client-centric proposition
Is it time for advisers to get 'hyperpersonal' with clients?
Client advocates
VitalityInvest launches new multi-manager funds
New partnership with SEI
Kevin Russell: Five tech risks and how to deal with them
Transforming risk into opportunity
True Potential ends SEI link-up to go in-house for platform tech
'A deeper ownership of the value chain'
Robo-adviser Munnypot launches with SEI backing
Provides WhatsApp-style service
FinTech start-up to launch mass market robo-adviser
Available in the UK from the autumn
Blog: Now is the time to get back office systems up to speed
Now is the time to get back office systems up to speed
Blog: does bespoke always means bespoke?
SEI Investment Management Unit head of investment solutions Andrea Hohlachoff looks at advisers' increasing use of discretionary fund managers and asks what are clients really getting or their money?
Barclays launches six on-platform structured products
Barclays has launched its latest round of FTSE autocall structured products with a number of platforms and self-invested personal pension (SIPP) providers.
SEI appoints head of UK asset management distribution
SEI has appointed Kevin Addison as managing director, head of UK asset management distribution.
Guardian WM abandons Axa and Transact for SEI
Guardian Wealth Management has appointed technology provider SEI to run its white-labelled platform and back-office systems.
SEI's global wealth services now 'live' with Northern Bank
Global wealth services company SEI has announced its wealth management systems and solutions platform has gone ‘live' with Northern Bank.
Tech review: JargonFreeBenefits
CARTOONS AND POP ART
Berry Asset Management signs strategic partnership with SEI
Berry Asset Management has inked a strategic partnership deal with outsourcing outfit SEI as the wealth manager looks to expand its offering in the high net worth space.
Cofunds hires SEI man in distribution drive
Platform Cofunds has appointed Jim Clay, formerly of SEI, as business development manager.
Blog: Did AIFA get it right on restricted advisers?
Clive Waller explains why he is backing the trade body's decision to open its doors to restricted advisers.
Maia Capital founder Collins joins SEI
SEI, the investment solutions provider, has appointed former Maia Capital founder Jason Collins as its head of UK and European equities.
Commercial Bank of Kuwait partners with SEI
The Commercial Bank of Kuwait's (CBK) Tijari Private Bank (TPB) has partnered with SEI to provide investment management solutions for Kuwaiti investors.
IFAs on '80 hour week' neglect rebalancing
Advisers who spend up to 80 hours a week selecting individual funds are risking client portfolios by not allocating enough time for rebalancing, IFAs have warned.
SEI solution added to Standard Life wrap
Standard Life has linked up with SEI to offer a flexible investment solution to advisers.
SEI to replace three bonds with open architecture portfolio
Scottish Equitable International (SEI) is to replace three of their current offshore bonds with a new offering from early March.
Scot Eq Int'l launches 'flexible' offshore plan
Scottish Equitable International (SEI) this week launched a new offshore plan, which it claims could work as an alternative retirement savings tool for investors who will exceed the coming lifetime limit.
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