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| Additional information |
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| SEI Private Banking & Trust Company |
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Profile:
SEI is a leading global provider of institutional and private client wealth management solutions, including asset management, investment processing, and investment operations. 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, recognized for its history of innovation. Throughout this 40-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 7,000 clients, including banks, trust institutions, wealth management organizations, independent investment advisors, retirement plan sponsors, corporations, not-for-profit organizations, investment managers, hedge fund managers, and high-net-worth families.
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, the Netherlands, South Africa, the United Arab Emirates, and the United Kingdom.
SEI offers solutions in five wealth management markets.
Private Banks
SEI offers institutional and private client wealth management solutions to private banks, trust institutions, and wealth management organizations. We support every facet of a global wealth management business, including business development, investment management, investment processing, and infrastructure operation. These solutions help banks to grow and protect revenue, control costs, manage risk and allocate capital more effectively. Clients include banks and institutions in the United States, Canada, Europe, the Middle East and Asia.
Financial Advisors
SEI offers wealth management platforms to independent financial advisors, including end-to-end solutions for practice management, investment management and investment processing. These solutions help financial advisors strengthen client relationships and improve their business success. Clients include registered investment advisors, independent broker-dealers, financial planners, and life insurance agents located throughout the United States; and independent financial advisors in Canada and the United Kingdom.
Institutional Investors
SEI offers retirement and investment solutions for defined benefit plans, defined contribution plans, endowments, foundations, and board-designated funds. These solutions help institutional investors make better financial decisions, reduce business risk, and fulfill their due diligence requirements. Clients include retirement plan sponsors, healthcare organizations, and not-for-profit organizations in the United States, Canada, the United Kingdom, the Netherlands, Hong Kong, and South Africa.
Investment Managers
SEI offers asset administration and investment processing outsourcing solutions for mutual funds, hedge funds, private equity funds, exchange-traded funds, collective trusts, and separately-managed account programs. These solutions help investment managers keep pace with industry requirements, achieve efficiencies, reduce business risk, and focus on their core business strategies. Clients include investment managers, banks, and investment companies located in the United States; and alternative investment managers worldwide.
Individuals
SEI offers comprehensive life and wealth solutions – including advice, goal-based investment strategies and financial services – to high-net-worth investors and their families in the United States. These solutions help affluent investors and their families get the most out of their lives and make wealth work to meet personal objectives. |
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Overview:
It's one thing to help someone achieve success.
It’s quite another to make it last.
We help our clients do both.
SEI is dedicated to helping clients achieve lasting success.
We help make their businesses more successful.
We contribute to making their lives better.
We deliver consistently relevant business solutions on which their future success depends.
By concentrating on our clients' emerging needs, we're able to create solutions that are consistently relevant and useful. This gives our clients more comfort today, and greater confidence in the future. |
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History:
Paradigm-shifting ideas — successfully implemented
For more than 40 years, SEI has anticipated changing market needs and created innovative business solutions designed to help clients meet the challenges of managing personal and institutional wealth.
1968
SEI recognized the need for faster and better training in lending practices, and created the first computer-simulated training technology for loan officers.
The 1970s
When bank trust departments were still largely functioning as a “paper and pencil” business, SEI transformed the industry by developing a completely automated trust and investment accounting system.
The 1980s
SEI helped change the way people look at investing by integrating modern portfolio theory with comprehensive asset allocation models — a process that now is an investment cornerstone.
The 1990s
SEI launched a wealth management operating platform for independent, fee-based advisors, further transforming the marketplace by aligning advisors’ business interests with their clients’ investment success.
SEI was also among the first companies to offer the Manager-of-Managers investment programs to both institutional and individual investors in the United States, Canada, Europe, South Africa, and Asia.
The 2000s
SEI introduced:
A pension management solution that integrates pension decisions with corporate finance objectives, enabling corporate managers to more fully address how pensions impact their company’s financial position.
An all-encompassing infrastructure for investment managers called Total Operational Outsourcing that provides an integrated platform for the processing of all investment types.
Goal-based investment strategies that enable investment advisors to link specific investment strategies to an investor’s goals, each with different time horizons and risk profiles tolerances.
SEI Wealth Platform - for private banks and wealth management organizations, a comprehensive suite of services built around a single, unified platform and designed to support every facet of a global wealth management business. Today, we process private banking business in 46 countries, transact in 33 currencies, and trade on over 100 exchanges. |
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Asset Under Management:
SEI manages or administers $529 billion in mutual fund and pooled or separately managed assets, including $219 billion in assets under management and $310 billion in client assets under administration. (As of September 30, 2013) |
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| Toll Free:
+1 800 342 5734 |
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