News, Comment & Analysis results for SEI
SEI Targets Dublin
The new office reflects the firm’s commitment to the European market and its aim to drive growth...
Wealth-Focused AI Innovation Platform Pushes Into India
TIFIN, a firm backed by JP Morgan, SEI and a range of financial firms, is taking aim at the...
UK's Wealth Sector Must Get A Grip On Productivity – SEI Study
Weighed by continual compliance costs, demands from clients for new, faster offerings and the...
SEI Names Wealth Leader For UK, EMEA And Asia
The firm has also announced a number of other important roles as it seeks to realign its resources...
SEI Appoints Former Refinitiv Figure As Head Of New Business Ventures
The appointment sheds light on SEI's determination to encourage and incubate new ideas and...
New CEO Of SEI Investments Europe Named
Leadership evolution reflects company’s focus on global market opportunities. ...
BlackRock Favours Fixed Income
BlackRock has published the findings of its Global Family Office Report, entitled "Seizing...
UK Wealth Firm Adopts SEI's Platform
Oakglen will be the first UK client to use SWP’s Client Acquisition Services. ...
Who’s Moving Where In Wealth Management? – Ocorian, Seilern Investment Management
The latest moves and appointments in wealth management in the UK, the rest of Europe, the Middle...
Digital Digest: The Latest Tech News – SEI, Canoe
The latest technology news in the wealth management sector from around the world. ...
Comment & Analysis results for SEI
With Outsourced CIO Models, There's No Substitute For Experience – SEI
We talk to the Oaks, Pennsylvania-headquartered firm about its outsourced CIO business and the...
Managing Autocracy Risk Is Big Wealth Protector
A quick perusal of news headlines underscores why the risk of holding firms exposed to...
Taking Blockchain Down A More Mainstream, Energy-Efficient Path
This publication talks to investor, restauranteur, sports sponsor, Saxo Bank co-founder and...
We Need To Talk About Inflation - Wealth Managers' Reactions
Whether it is a temporary rise or something more durable, recent data pointing to a sharp rise in...
Wealth Managers Outsource Tech As Compliance Costs Bite
This publication interviewed SEI's wealth business about effects of regulation on wealth managers,...
Survival Of The Fittest: The Rise Of The Omni-Channel Advisor And The Social Media Paradigm - Research
The digital revolution has seismically shifted clients’ service expectations and, in particular,...
The Role Of Technology In Enterprise Risk Management - White Paper
A new white paper looks at the growing significance of "enterprise risk management" - one of the...
LEGISLATIVE DELAYS PUSH SWISS REGULATORY PLAN INTO LIMBO
The first draft of Switzerland’s seismic financial reform legislation was supposed to be...
FEATURE: Moving On From Legacy Technology Systems In Wealth Management
Most wealth management firms are still deploying capital in a “fragmented fashion” when it...
Exotic To Mainstream - Growth Of Alternative Mutual Funds - SEI White Paper
Demand for alternative or non-correlated strategies in US mutual fund and European UCITS formats is...