Technology
UK Wealth Firm Adopts SEI's Platform
Oakglen will be the first UK client to use SWP’s Client Acquisition Services.
SEI, the US-headquartered
investments and tech solutions group, said that Oakglen Wealth
Limited has adopted its SEI Wealth PlatformSM (SWP) on a
five-year agreement.
SWP will support Oakglen’s Jersey-based wealth management
business, as well as its newly-launched UK business.
Oakglen converted its UK wealth management business onto SWP in
early March, and its Jersey business is expected to follow later
this year, SEI said in a statement.
Oakglen will be the first UK client to use SWP’s Client
Acquisition Services. It will also use the Portfolio Management
Experience across its offices.
