About SEI Private Trust Company

SEI is a leading global provider of asset management, investment processing and investment operations solutions for institutional and personal wealth management.

SEI Private Trust Company is a special purpose savings bank that provides custodial and personal trust services. The Insight Group uses SEI as a third-party custodian of your financial assets to provide the following services:

  • Safekeeping of your financial assets
  • Reporting package
  • Trade Settlement
  • Income Distribution
  • Custodian-to-Custodian Transfers
  • Corporate Action Accounting
  • Cash Processing

SEI - New ways. New Answers.

For more information about how SEI Private Trust Company maintains the safety and security of your assets, please click here.