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.
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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