SEI partners with Inovéa to boost France presence

Jonathan Boyd
clock • 4 min read

SEI, the adviser and administrator of some $884bn globally, has announced a partnership with Inovéa, which will see six Ucits sub-funds pitched to clients of the French independent wealth management network, as part of a broader push into this market segment across the region. The deal will see Inovéa use a French version of SEI GoalPortal - a proprietary discovery process - as well as SEI Discovery Board - used to prioritise financial goals. GoalPortal facilitates production of custom rep...

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Jonathan Boyd
Author spotlight

Jonathan Boyd

Editorial Director of Open Door Media Publishing Ltd, and Editor of InvestmentEurope.