SEI

We help professional wealth managers, institutional investors and private investors create and manage wealth — and enable their long-term success by providing solutions that are both comprehensive and innovative.

Since 1968, SEI has been a leader in the investment services industry, recognised for its history of innovation. Throughout this 50-year history, our mission has remained constant: to help clients achieve continued success by developing consistently relevant solutions delivered through an outstanding client experience. Many of our solutions are unique, combining advice, investments, technology, and operations into comprehensive solutions designed to help professional wealth managers improve their business success; institutional investors make better financial decisions; and private clients achieve their life and wealth goals.

Today, we serve about 11,300 clients, including banks, trust institutions, wealth management organisations, independent investment advisers, retirement plan sponsors, corporations, not-for-profit organisations, investment managers, hedge fund managers, and high-net-worth families.

SEI manages or administers approximately $1 trillion (811 billion GBP) in hedge, private equity, mutual fund and pooled or separately managed assets, including approximately $318 billion (258 billion GBP) in assets under management and $693 billion (562 billion GBP) in client assets under administration.¹

SEI is a public company and is listed on the NASDAQ exchange under the symbol SEIC.

Our main office and corporate headquarters is in Oaks, Pennsylvania, USA, near Philadelphia. We also operate from offices in Canada, Hong Kong, Ireland, South Africa, and the United Kingdom.

SEI offers solutions in various wealth management markets.