SEI has launched an outsourced investment solution for the UK IFA marketplace through a partnership with Cofunds, one of the UK’s largest investment platforms.
SEI has developed a range of portfolios that are designed to align with a spectrum of investors’ risk profiles and financial goals.
The partnership brings together SEI’s asset management capabilities and Cofunds technology and administrative services.
The combined offering is designed to provide advisers with the opportunity to build long-term growth and create a more efficient, consistent and profitable client process.
Specifically designed for the advisory market, the portfolios are designed to help advisers provide tailored client recommendations with a scaleable, risk managed, investment solution and process.
Chris Keogh, director of SEI’s global wealth services, says: "Advisers increasingly recognise the value of outsourcing asset allocation, portfolio construction, and administration so that they can concentrate on advising clients and growing their businesses. By using an outsource investment solution, they can manage the risk, eliminate the administrative burden, implement a reliable and consistent client process, and focus on meeting regulatory requirements.”
Alastair Conway (pictured), sales and marketing director of Cofunds, adds: "In response to adviser demand we have partnered with SEI to provide an outsourced investment solution on our platform. Their investment pedigree, understanding of the end investor and experience in providing outsourced solutions to wealth managers around the world makes them an ideal partner as we seek to support the evolution of financial planning here in the UK."
