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Ryan Hicke, Managing Director, SEI’s Global Wealth Services UK

Fusion Wealth goes live with SEI Global Wealth Services


Fusion Wealth has gone live with the SEI’s Global Wealth Services (GWS) solution. Through GWS, SEI will provide Fusion Wealth with investment processing, order management, settlement, and core custody services.

Fusion Wealth originally entered into discussions with SEI over a year ago. SEI first announced Fusion Wealth as a new business transition client in April on its first-quarter 2011 earnings conference call. Assets will convert to GWS over time.

Fusion Wealth is a proposition which provides absolute technology solutions for firms and offers bespoke platform configuration, legacy management, data migration to and from back office, third party products, and plan manager service to the high-end advisory market. The firm’s current offering will now be combined with an innovative investment processing and trading solution powered by SEI’s GWS to create a fully integrated technology solution for premium adviser firms.

The partnership with SEI will enable Fusion Wealth to deliver a market-leading client experience, which ensures clients maintain their individual brand and autonomy over investments, whilst also taking advantage of SEI’s experience in wealth processing and investment operations.

Key to SEI’s offering is the Global Wealth Platform (GWP), which will enable Fusion Wealth firms to efficiently manage their portfolios with complete control over client data, advance functionality around rebalancing, and tax harvesting. The GWP technology will support Fusion Wealth’s proposition whilst allowing the firm to provide IFAs with expanded discretionary fund management services.

Ryan Hicke (pictured), Managing Director, SEI’s Global Wealth Services UK, says: "This strategic partnership with Fusion Wealth highlights our ability to deliver services to the premium, high-end adviser market. Fusion Wealth is dedicated to supplying exceptional platform and back office integration solutions to their clients. We are enthusiastic about assisting them in achieving these goals."

Ian Cooke, Chief Executive, Fusion Wealth, says: "Fusion Wealth is focused on ensuring our clients are well-positioned in a post-RDR environment. We believe SEI has the pedigree and strength to deliver high service standards for the long term and is undoubtedly the right company to enhance our proposition. The GWS technology is a welcome addition to our unified technology suite and this will ultimately assist in increasing our market presence."

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