Opalesque Industry Update - SEI has announced that it has been selected as a strategic partner to ARIA Capital Management to support their discretionary investment management services through its Global Wealth Services solution.|
ARIA is a fast-growing, boutique private client investment manager focused on long-term relationships and achieving cash plus returns for their clients. The firm also runs a selection of absolute return and alternative funds, which have demonstrated consistent positive returns over full-market cycles.
The new partnership will support ARIA in executing its growth strategy over the coming years and will also provide clients with enhanced services, including an improved discretionary fund management service and better access to information, via online portfolio valuation tools. The majority of ARIA’s assets under management will be converted to SEI’s Global Wealth Platform during the first year of the agreement.
At the core of SEI's offering is the Global Wealth Platform, which will provide ARIA with a single, scalable, and integrated wealth management infrastructure to efficiently and actively manage client portfolios. The unique combination of strategy management and flexible rebalancing functionality will enable ARIA to tailor client portfolios while achieving straight-through processing.