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SEI investment solution launches on Ascentric

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SEI has expanded the distribution of its investment solution to the UK IFA marketplace by adding its suite of portfolios to Ascentric, the independent wrap platform for financial advisers.


SEI has expanded the distribution of its investment solution to the UK IFA marketplace by adding its suite of portfolios to Ascentric, the independent wrap platform for financial advisers.

SEI has expanded the distribution of its investment solution to the UK IFA marketplace by adding its suite of portfolios to Ascentric, the independent wrap platform for financial advisers.

SEI’s portfolios are designed to meet a wide range of investor risk profiles and financial goals.

The combined offering of SEI’s asset management capabilities and Ascentric’s platform technology and administrative support is designed to provide advisers with the opportunity to build long-term growth and create a more efficient, consistent and profitable client process.

The SEI portfolios embrace SEI’s Goals-Based investment philosophy which combines modern portfolio construction theory with behavioural finance.

Specifically designed for the advisory market, the portfolios are designed to help advisers provide tailored client recommendations with a scalable, risk-managed investment solution and process.

Mark Rockliffe, director of asset management UK, SEI global wealth services, says: "Advisers increasingly recognize the value of outsourcing asset allocation, portfolio construction, and administration so that they can concentrate on advising existing clients, acquiring new clients, and growing their businesses. By using an outsourced investment solution, they can manage the risk, reduce the administrative burden, and focus on implementing a reliable and consistent client process."

Richard Goodall, sales and marketing director at Ascentric, adds: "We are pleased to be working 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 will add further choice to the range of investment options available on our platform."

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