LONDON, Dec. 18, 2019 /PRNewswire/ -- SEI (NASDAQ:SEIC)
today announced that UK wealth manager Connor Broadley will
adopt the SEI Wealth PlatformSM (SWP). Connor
Broadley has chosen to take advantage of all components of SEI's
full end-to-end wealth management platform incorporating
technology, core processing and operational outsourcing for the
front, middle and back office.
Connor Broadley will take
advantage of SWP's ability to significantly reduce manual
procedures, mitigate friction in the portfolio management process
and increase oversight and control. Connor
Broadley chose SEI following a competitive process run by
Silverhill Consulting.
Commenting on the decision to partner with
SEI, James Connor, CEO
of Connor Broadley, said:
"After an exhaustive due diligence process, SEI stood out as the
best solution to support our ongoing commitment to excellence in
client service. We were particularly impressed by their technology,
and commitment to sustaining this advantage through continuing
investment. We look forward to this partnership with the highly
professional team at SEI, which forms a key component of our
long-term growth strategy."
Commenting on the win, Brett
Williams, Managing Director of UK Private Banking for SEI,
said:
"We are delighted that Connor
Broadley has decided to adopt the SEI Wealth Platform and
look forward to partnering with them to support their growth
aspirations. We understand the pressure wealth management
organizations are facing for technology-driven efficiency as well
as a sophisticated and superior user experience, and we remain
focused on empowering effective wealth management by providing the
right tools to help our clients achieve their goals."
About the SEI Wealth
PlatformSM
The SEI Wealth Platform
(the Platform) is an outsourcing solution for wealth managers
encompassing wealth processing services and wealth management
programs, combined with business process expertise. With the
Platform, SEI provides wealth management organizations with the
infrastructure, operations, and administrative support necessary to
capitalize on their strategic objectives in a constantly shifting
market. The SEI Wealth Platform supports trading and transactions
on 130 stock exchanges in 41 countries and 43 currencies, through
the use of straight-through processing and a single operating
infrastructure environment. For more information, visit:
seic.com/wealthplatform.
About SEI
After 50 years in business, SEI
(NASDAQ:SEIC) remains a leading global provider of investment
processing, investment management, and investment operations
solutions that help corporations, financial institutions, financial
advisors, and ultra-high-net-worth families create and manage
wealth. As of Sept. 30, 2019, through
its subsidiaries and partnerships in which the company has a
significant interest, SEI manages, advises or administers
$1 trillion in hedge, private equity,
mutual fund and pooled or separately managed assets, including
$335 billion in assets under
management and $662 billion in client
assets under administration. For more information, visit
seic.com.
About Connor
Broadley
Connor
Broadley is an independent, owner-managed company based in
Mayfair, specialising in wealth management for private clients, and
employee benefit consultancy for corporates. Established in 2007,
Connor Broadley's approach to wealth
management is unusual in that it places equal emphasis on high
quality financial planning advice and in-house investment
management expertise. For its private clients the company is
responsible for £400m FUM, and its employee benefits team look
after over 100 corporate clients.
Company/Media
Contact:
Leslie Wojcik
SEI
610-676-4191
lwojcik@seic.com
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SOURCE SEI Investments Company