Reports
SEI Signs Up Another Global Wealth Services Client
SEI, the investment processing, management and consultancy firm, has said that Broadstone Pensions & Investments, a UK firm, is now using SEI’s Global Wealth Services offering to support its independent wealth management services.
SEI first announced that Broadstone was a new infrastructure client during its first-quarter 2012 earnings conference call. Broadstone used to be known as BDO Investment Management. It offers pension advice and investment solutions to private clients and companies through advisors across the UK.
The GWS platform will provide a single infrastructure to support the firm’s advisory and discretionary clients.
To view a recent interview with SEI about its Global Wealth Services business, click here.