According to Brett Williams, managing director of the SEI Wealth Platform, UK Private Banking, the two companies’ partnership has proved to be productive as it allows individual wealth management firms to focus on developing their proposition and service.
“The wealth management industry is changing extremely fast, meaning more and more firms are partnering with businesses that have institutional capabilities and can keep pace with complex legislation and regulations,” he added.
SEI first took on Fusion Wealthas a new business transition client in April 2011. Since then Fusion has grown to support more than 30 wealth management firms and private banks, all of which are use the SEI Wealth Platform.
