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SEI Investments Company was founded in 1968 and is headquartered in Oaks, Pennsylvania. SEI Investments Company (SEI) is a provider of investment processing, fund processing and investment management business outsourcing solutions, which help corporations, financial institutions, financial advisors, and families create and manage wealth. The Company’s wealth management business solutions include investment processing and investment operations outsourcing solutions for banks, trust companies, independent wealth advisors and investment managers; investment management programs to affluent individual investors and for institutional investors, including retirement plan sponsors and not-for-profit organizations, and fund processing solutions for banks, investment management firms and investment companies that sponsor and distribute mutual funds, hedge funds and alternative investments. It operates through six segments: Private Banks, Investment Advisors, Institutional Investors, Investment Managers, Investments in New Businesses and LSV Asset Management.

Sinopia Asset Management was founded in 1989 and is based in Paris, France. Sinopia Asset Management SA is a privately owned investment manager. The firm provides its services to investment companies. It primarily manages mutual funds for its clients. The firm invests in the public equity and fixed income markets across the globe. It employs quantitative analysis to create its portfolio. The firm conducts in-house research to make its investments. It operates as a subsidiary of HSBC CCF Asset Management Group SA.

Skandia Forsakrings was founded in 1855 and is based in Stockholm, Sweden. As of February 2006, Skandia Insurance Company, Ltd. operates as a subsidiary of Old Mutual plc. Skandia Insurance Company, Ltd. provides long-term savings products worldwide. Its product portfolio comprise unit linked assurance products, mutual funds, and traditional life assurance products, as well as provides online retail banking services. The company also sells protection and critical illness products that comprise healthcare and group insurance policies.

Established in 1979, Skandia UK is one of the the nation's top financial services groups. Skandia is controlled by South African financial services group Old Mutual. Skandia Life Assurance and related companies make up what's known as Skandia UK, the arm of Swedish insurance and investment firm Skandia serving the British Isles. Skandia UK offers medium- and high-net-worth clients a range of savings, investment, pension, and insurance products, which are sold through independent financial advisors (IFAs). Parent Skandia operates in more than 20 countries; its largest markets are the UK and Sweden.

Smith & Williamson Holdings Limited was founded in 1881 and is headquartered in London, United Kingdom with additional offices in Belfast, Birmingham, Glasgow, Salisbury, and Southampton, United Kingdom. Smith & Williamson Limited is a member firm of Nexia International. Smith & Williamson Limited operates as a subsidiary of Smith & Williamson Holdings Limited. Smith & Williamson Limited offers accounting and consulting services. The firm provides accounting, tax consulting, reporting, financial modeling, risk management, and compliance and regulatory advisory services. Additionally, it offers due diligence, valuation, business planning, and IT advisory services. The firm also provides pension and financial planning; employee benefits and human resource solutions; forensic; and restructuring and recovery services. It caters to financial, agriculture, real estate, media, technology, corporate, and non-profit sectors.

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