News, Comment & Analysis results for SEI

New Office
11 October 2024

SEI Targets Dublin

The new office reflects the firm’s commitment to the European market and its aim to drive growth...

Technology
18 July 2024

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...

Surveys
7 June 2024

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...

People Moves
15 November 2023

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...

People Moves
22 June 2023

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...

People Moves
7 June 2023

New CEO Of SEI Investments Europe Named

Leadership evolution reflects company’s focus on global market opportunities. ...

Strategy
30 May 2023

BlackRock Favours Fixed Income

BlackRock has published the findings of its Global Family Office Report, entitled "Seizing...

Technology
11 May 2023

UK Wealth Firm Adopts SEI's Platform

Oakglen will be the first UK client to use SWP’s Client Acquisition Services. ...

People Moves
13 December 2022

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...

Technology
23 November 2022

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

Strategy
10 September 2024

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...

Investment Strategies
5 March 2024

Managing Autocracy Risk Is Big Wealth Protector

A quick perusal of news headlines underscores why the risk of holding firms exposed to...

Company Profiles
25 July 2022

Taking Blockchain Down A More Mainstream, Energy-Efficient Path

This publication talks to investor, restauranteur, sports sponsor, Saxo Bank co-founder and...

Investment Strategies
24 May 2021

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...

Technology
19 April 2018

Wealth Managers Outsource Tech As Compliance Costs Bite

This publication interviewed SEI's wealth business about effects of regulation on wealth managers,...

Market Research
16 June 2016

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,...

Strategy
12 December 2013

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...

Uncategorised
6 November 2013

LEGISLATIVE DELAYS PUSH SWISS REGULATORY PLAN INTO LIMBO

The first draft of Switzerland’s seismic financial reform legislation was supposed to be...

Strategy
22 October 2013

FEATURE: Moving On From Legacy Technology Systems In Wealth Management

Most wealth management firms are still deploying capital in a “fragmented fashion” when it...

White Papers
26 May 2010

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...