Brewin Dolphin has announced plans to extend its contract with SEI until November 2023, ensuring continued access for customers to the SEI Wealth Platform (SWP).
Under the agreement, SEI provides its SWP as an integrated wealth management infrastructure to the digital consumer investing platform – Brewin Portfolio Services.
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Explaining the significance of the partnership, Gareth Johnson, head of digital channels for Brewin Dolphin, said: “The digital channels business is a key focus for us, and we are delighted with the work that has been done by SEI to support the development of our digital client experience.”
Approaching a decade, the strategic relationship began in 2012, and has facilitated significant collaboration between both firms in providing improved digital end-client experience for clients.
With ongoing Covid-19 restrictions, front-end digital tools are crucial for businesses and the wealth space is embracing technology at a faster rate. More than half of millennials now prefer using online or mobile channels when arranging their investments, and the older generations are also beginning to embrace digital channels.
Johnson added: “SEI’s resilience and partnership in delivering this project remotely over the last 12 months has been imperative in achieving our strategic objectives. Crucially, we were able to deliver the project on time and on budget.”
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By GlobalDataSWP is part of SEI’s Global Wealth Management Services business, providing solutions to support the future growth of investment and wealth managers globally.
SEI provides wealth management organisations with the infrastructure, operations, and administrative support necessary to capitalise on their strategic objectives across the market.
Praising the partnership, Brett Williams, managing director of UK Private Banking for SEI, said: “Our open and respectful relationship with Brewin Dolphin has allowed us to continue to collaborate on important projects despite the challenging pandemic environment, and as a leader in the UK wealth management market, we continue to value their insight and market-leading perspective.”
