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UK Wealth Firm Adopts SEI's Platform

Editorial Staff

11 May 2023

, 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.