Private UK wealth manager Berry Asset
Management (BAM) has signed a strategic administration partnership
agreement with SEI.
As part of the agreement, SEI will provide BAM
with a number of administrative services including portfolio
management support and management reporting facilities.
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BAM chief executive, Jamie McLeod, said that
the agreement will allow them to focus on their core activity,
managing assets for HNWIs and supporting their introducers.
BAM is a UK based firm with about £630-640m
($973-989m) in assets under management (AuM). BAM is part of Swiss
based Bordier & Cie, which has AuM of about £6bn.
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